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Chicago: May 22, 2018 Chapter Meeting

May 22, 2018

7:30 - 9:15 AM

Event Contact

Susan J. Daley
(312) 324-8645


Perkins Coie LLP
131 South Dearborn Street, Suite 1700, 17-B
Chicago, IL 60603
162(m) update: Life after TCJA

Event Details

Presented by:
Robert Purser
Hear from our panel of experts about the changes brought about by 2017 Tax Cuts And Jobs Act. Learn which existing grants are grandfathered into the old exemption and how do you keep the exemption status. Hear about what changes to your plan could be considered as modifications that might result in a loss of the grandfather exemption status. Find out what are the new requirements to be considered as a “covered person” and how long that designation lasts. Learn which grants are no longer exempt from the one million tax deductibility cap on executive compensation and how that affects DTA and net expense booked. What are some tips on how to be compliant with 162(m) and avoid the pitfalls of post close adjustments.

7:30 a.m. - Breakfast
8:00 a.m. - 9:15 a.m. presentation & Q&A session

131 South Dearborn Street, Suite 1700
Conference Room 17-B
Chicago, Illinois  60603-5559
Check-in list at Security Desk.  Please bring photo I.D.

Call or Email:  Susan Daley, (312) 324-8645 / to confirm your attendance.  Feel free to bring colleagues who might be interested in joining NASPP.   

About Us

The National Association of Stock Plan Professionals is the largest and oldest professional association for the stock and executive compensation community, with over two decades of leadership providing expert resources, education and other benefits for our more than 6,000 members across 32 affiliated chapters.


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