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Los Angeles Chapter Luncheon and IRC Section 162(m) Presentation by Experts from PwC and Cooley

June 13, 2018

11:30am - 1:00pm


Event Contact

Joanne Wendler, CEP
626-470-2514
losangeles@naspp.com

Location

Tetra Tech, Inc.
3475 East Foothill Blvd.
Pasadena, CA 91107
 
Impacts of the Tax Cuts and Jobs Act of 2017 on Corporations and Performance-based Compensation under IRC Section 162(m)

Event Details

The Tax Cuts and Jobs Act of 2017 became effective January 1. Individual tax rates, supplemental tax rates and the corporate tax rate have all been affected, as well as alternative minimum tax, the estate tax and Section 162(m). Join our panel of experts to learn how these changes will affect equity compensation.

  • Ken Stoler, Partner at PricewaterhouseCoopers LLP
  • Barbara Mirza, Partner at Cooley LLP

Learn about these updates and changes:

  • New individual, supplemental and corporate tax rates
  • Changes to Section 162(m), who is covered by this code section as well as the equity that is impacted
  • Planning strategies to reduce the burden of non-deductible compensation
  • Transition and grandfathering rules for existing arrangements
  • Action items for the short and long term, including proxy statement disclosure and plan amendments
  • How the new corporate tax rate will affect your existing DTAs and making the adjustments

Speaker Information

Barbara Mirza
Barbara Mirza is a Partner with Cooley. 

Barbara Mirza has nearly two decades of experience as an executive compensation and benefits expert.

She has worked with clients ranging from startups to multinationals across multiple industries, and she has extensive experience advising both public and private companies.  She has particularly deep experience in handling the compensation and benefits aspects of corporate transactions. These have ranged in size from less than $25 million to more than $7 billion and have included stock sales, asset sales, mergers, joint ventures and spin-offs.

Ken Stoler
Whether playing guitar onstage or working with his clients, Ken Stoler uses his creativity and passion for connecting with others to bring out the best. Ken excels at understanding complex problems, explaining the situation in plain English, addressing the pros and cons of each potential outcome/answer, and then collaborating with the group to arrive at a solution.
 
As the leader of PwC’s HR Accounting Advisory practice, Ken works with companies to address the financial reporting, design, and operational issues associated with employee compensation, including pension arrangements, stock compensation plans, and other benefits. Ever curious, Ken craves excitement and the unique, and helping companies navigate their employee issues during an IPO, spin off, acquisition, or other major event is a perfect fit.
 
From his four daughters Ken has learned patience and the importance of listening and connecting. His concern for their future has sparked his passion for the advancement of women in the workplace. Inspired by Sheryl Sandberg’s incredible book, Ken started his own “Lean-In Circle”, which was an unusual risk for a “middle aged white guy”. But it proved a great success, and he continues to look for new and edgy ways to move the needle on gender issues.
 


Fee Structure

Non-members requested to pay $20 per person to reimburse luncheon cost.

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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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