Calendar of Upcoming Events for the NEW YORK / NEW JERSEY Chapter

Prior Events

Date and Time:7/14/2016 8:30am to 10:30am ET
Event:July 2016 Chapter Meeting - Computershare
Topic:Taxation of Equity Awards: Myths and Facts
Location:Computershare, 1290 Avenue of the Americas, 9th Floor, Melbourne Conference Room, New York, NY 10104
Contact:James Mooney
Contact Phone:(201) 913-5022

Taxation of Equity Awards: Myths and Facts
The rules around taxation of equity awards are straightforward—provided your options remain underwater and your stock awards never vest. Otherwise, there are confusing, counter-intuitive, and contradictory rules to navigate. Join us for a discussion of some of the most common areas that can trip up administrators, vendors, employees, and tax preparers.

Andrew L. Schwartz, CPA, CEP
Vice President, Computershare

Andrew has over 15 years of experience with the administration and taxation of equity compensation. He is the lead advisor to Computershare’s US Plans business on tax and regulatory issues. For the past 12 years, he has also managed the Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans. He is a frequent speaker at industry events and on webinars. Andrew earned an M.B.A. in Taxation from the Stern School of Business at New York University, and a B.A. from the University of California at Davis. He has been a Certified Public Accountant since 1992, earned the CEP (Certified Equity Professional) designation in 2002, and holds FINRA series 7, 24, and 63 securities licenses.

More Information:
Continuing Education Credits: 1 CEP (Taxation)