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Phoenix: December 2019 Lunch Meeting Presented by Computershare

December 18, 2019

11:30am to 1pm


Location

Charles Schwab - Corporate Building (not the bank/branch)
2423 E. Lincoln Dr.
Phoenix, AZ 85016
 
The A-to-Z year-end tax roundup in AZ

Event Details

Taxes can be dry, but so is Arizona. Come join us for a refreshing review of year-end tax issues to quench your thirst. Bring your questions and learn about Section 6039, Form 1040, 1099’s, cost basis, new withholding rates, and more!

Check-In: 11:30am - 12:00pm
Presentation: 12:00pm - 1:00pm
Meeting location logistics:
  • Please bring your ID as you will receive a guest badge.
  • We are meeting in the larger corporate building. Do not go to the bank/branch building.
  • Parking is free but limited
  • Guests may park in any “Visitor” or unmarked space. Covered or parallel is fine, and some spaces with cones are reserved for our event. Please feel free to park in the coned spaces as well.
Fee:  There is NO fee to attend this meeting. Please enjoy lunch courtesy of Computershare.
Registration Link: TBD | RSVPs are required and should be received no later than Monday, December 16.
Parking: Free limited parking. Use "Visitor", unmarked or coned spaces.

Speaker Biography:
Andrew Schwartz, CPA, CEP, Vice President, Computershare

Andrew has over 15 years of experience with the administration and taxation of equity compensation.
He currently manages the Executive Services team, responsible for all Rule 144/Section 16 equity sales and 10b5-1 plans for the employee plan and shareholder services businesses.  In addition, he serves as a tax and regulatory advisor to Computershare’s US Plans business, as well as the equity compensation industry.  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 is a Certified Public Accountant, Certified Equity Professional, and holds FINRA series 7, 24, 27, and 63 securities licenses. The NASPP honored him with a 10-year service award in 2017, and an individual achievement award in 2019.


 

Fee Structure

Meeting and lunch sponsored by Computershare. 
 

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