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Navigating Equity Plan and Award Changes After the TCJA and IRS Notice 2018-68

October 24, 2018

4:00 – 5:30 pm, eastern time

Detailed guidance on applying the amendments to 162(m)

Event Details

Wednesday, October 24, 2018
4:00 – 5:30 PM, Eastern time [archive to follow]

Please note: This webcast will be hosted through GoToWebinar, providing you an enhanced experience with the ability to see speaker slides and ask questions in real-time. Please test your system in advance.

This panel, featuring two IRS executives, including the principal author of IRS Notice 2018-68, will help you navigate the changing landscape for equity plans and award agreements after the Tax Cuts and Jobs Act. The group will focus on the recent guidance in Notice 2018-68, as well as key tax issues, opportunities, and pitfalls when designing or modifying an equity plan or award agreement from government, legal, and accounting perspectives.

Featured panelists:

  • Catherine Creech, Principal, EY
  • Jeffrey Kroh, Principal, Groom Law Group
  • Ilya Enkishev, Attorney, Office of Associate Chief Counsel, Tax-Exempt and Government Entities, IRS
  • Stephen Tackney, Deputy Associate Chief Counsel, IRS

Among other topics, this program will include:

  • The changes to Section 162(m) and the impact on equity plans and new and outstanding awards;
  • Guidance relative to Section 162(m) grandfather provision, including what constitutes a written binding contract;
  • What companies can do to avoid consequences of making a material modification to an award or plan;
  • Plan design strategies companies can employ to mitigate the loss of the tax deduction.
Continuing Education: This program qualifies for continuing education for Certified Equity Professionals (CEPs). Please keep a record of your attendance and refer to the CEP Institute standards to determine the amount of credit you can receive.

How to access the webcast: Visit on the day of the program and click the link for the webcast. You will be asked to register by entering your name and email address.  Make sure you are ready! Click here to test your system before the webcast begins.

Cost: There is no charge for this program if you are a member of the NASPP for 2018. Cost for non-members is $975. Join or renew a membership to receive complimentary access to this program and all member benefits now through 2019.

Registration: Advanced registration is not required for NASPP members. Non-members can email or call (925) 685-9271 to register for the program.

If you can’t access the live program: If you have a scheduling conflict or have problems accessing webcasts generally (due to firewalls, etc.), an archive will be posted shortly after the conclusion of the live program and a text transcript will be posted within a few weeks.

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.


P.O. Box 21639 Concord, CA 94521-0639 Telephone: (925) 685-9271 Fax: (925) 930-9284

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