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NY/NJ: May 2018 Meeting

May 17, 2018

8:30 AM - 10:30 AM

Event Contact


345 Park Avenue
New York, NY 10154
Spring Double-Play: Performance-based incentive metrics in a post-162(m) world / Using data and analytics to assess potential corporate income tax benefits and payroll risks

Speaker Information

David Cross
Managing Director, KPMG
Mr. Cross is a Managing Director in KPMG’s Global Reward Services (GRS) practice in Boston, with over 25 years of experience in both consulting and corporate roles.  Consulting experience in working with management and Boards of Directors for large public and private organizations across multiple industries, including Financial Services, Utilities, Oil & Gas, Manufacturing and Life Sciences. Specialized areas include various aspects of rewards with emphasis in executive compensation planning and design.
In addition, Mr. Cross advises clients on potential measures and goal setting processes for cash and equity incentive plans.  Mr. Cross also has corporate experience in leadership roles at corporate issuers where he managed all areas of compensation programs and processes.
David earned Bachelor of Art degrees from Cleveland State University.  He has also done graduate work at the University of Maryland.  He also was awarded a research grant for Interuniversity Consortium for Political and Social Research (ICPSR, University of Michigan)
Rob Williams
Senior Manager, KPMG
 Mr. Williams is a Senior Manager with KPMG’s GRS practice in New York, with over 15 years’ experience in the global mobility tax space with both KPMG and at a financial services corporate issuer..  As a key member of the KPMG GRS team, Mr. Williams’ recent areas of focus include: tax settlement and global payroll compliance for tax equalized and cross-border sourced deferred compensation deliveries, process design and implementation assistance around the settlement of equity compensation awards earned in multiple jurisdictions, income and corporate tax feasibility reviews for multi-national companies launching award plans in new countries, global corporate tax deduction advisory services, and assistance with inter-company corporate recharge practices and procedures in reference to equity compensation expenses.  
Robert holds a Bachelor of Business Administration degree from the University of Notre Dame, is a designated Internal Revenue Service Enrolled Agent, and a member of the National Association of Stock Plan Professionals (NASPP) and Global Equity Organization (GEO).

Event Details

No exclusions under 162(m) – time to review incentive measures
With the elimination of exclusions for performance based measures under Internal Revenue Code section 162(m), companies now have one less barrier to consider when revamping their incentive plans. The presentation includes a framework for enhancing incentive plans by developing more robust measures that can help drive value.  In this session we will cover some of the methodologies to identify and integrate value drivers into performance-based equity plans.
Case Study - Using Data and Analytics to assess potential corporate income tax benefits and payroll risks
Identification and quantification of potential global corporate income tax savings related to incentive compensation. Identification and quantification of potential payroll non-compliance relating to incentive compensation. 

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