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DC/VA/MD: February 2019 Meeting

February 26, 2019



2U Inc.
7900 Harkins Road
Lanham, MD 20706
Taxing Times: Tax Reform, Fringe Benefits and Incentive Compensation

Speaker Information

Robert Purser is a Partner in PwC’s People & Organization practice. He assists clients with broad-based compensation matters, including executive compensation, equity based compensation plans, and benefit programs regarding accounting, reporting and tax compliance. Robert also supports clients with corporate transaction services as it relates to stock-based compensation issues and conversions. Additionally, he supports companies with the design, implementation and internal controls review of HR processes to improve process efficiency and risk mitigation. Robert started his career as an auditor with a “Big 4” accounting firm and has more than 20 years of accounting and compensation experience working with both public and private companies. Robert holds a Bachelor of Science degree in Accounting from Georgia State University, and is also a Certified Public Accountant. Robert is a frequent speaker on equity based compensation topics at financial conferences and industry events, including the CFO Forum, CFO Rising, Global Equity Organization (GEO) International, National Association of Stock Plan Professionals (NASPP), National Equity Compensation Forum (NECF) and E*TRADE Directions.
Susan Lennon has over twenty five years of experience in the practice of employee benefits, counseling clients on qualified retirement plans, nonqualified plans, stock-based compensation and health and welfare plans. Susan is a leader for PwC's efforts regarding the impact of the 2017 Tax Act on compensation planning. She advises clients on structuring and administering deferred compensation plans, equity arrangements, and cash compensation arrangements, including the application of Sections 409A and 457A. Susan frequently advises asset management firms on designing compensation structures for owners and for employees. She advises partnerships on designing incentive compensation arrangements and equity ownership programs. Susan makes presentations to corporate officers and human resource departments on deferred compensation and executive compensation and fringe plan benefit design and administration. Susan represents clients before the Internal Revenue Service for a variety of issues. Prior to joining PwC, Susan served as a Senior Attorney in the Office of the Chief Counsel, IRS, Employee Benefits and Exempt Organizations Division. Susan also practiced employee benefits law where she advised taxable and tax-exempt clients on planning and compliance issues relating to qualified and nonqualified plans. Prior to attending law school, Susan was a senior accountant at Coopers & Lybrand. Susan received her Bachelor of Science in Public Accounting from Fordham University and her Juris Doctor from Duke University Law School. She is a member of the District

Event Details

The industry continues to reel from the impact of Tax Reform and the IRS has been busy issuing new guidance. Internal Revenue Code section 162(m) has companies very busy assessing whether their compensation arrangements can fall under the transition rule and determining their covered employees. The recently released Notice 2018-68 provides some additional guidance on the tax reform changes to Section 162(m) including clarification on negative discretion. The IRS also recently released Notice 2018-99 on fringe benefit changes of tax reform. The guidance has certainly created some concern from issuers. Join us for lunch and watch Robert Purser and Susan Lennon from PwC cover these topics and more during this interactive session.

Courtesy of PwC we will have lunch provided!


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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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