TEI & MORGAN LEWIS PRESENT: TAXATION OF COMPENSATION & BENEFITS

Event Information

Share this event

Date and Time

Location

Location

Offices of Morgan Lewis

77 West Wacker Drive

Chicago, IL 60601

View Map

Refund Policy

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

Event description
In depth review of Compensation/Benefit Tax Issues

About this Event

TEI & Morgan Lewis Present:

Taxation of Compensation & Benefits / After TCJA and IRS-State Audits

Tuesday, November 12, 2019

8:15 am – 4:30 pm

Offices of Morgan Lewis

77 West Wacker Dr.

Chicago, IL

Please join TEI & Morgan Lewis for an in-depth review of Compensation/Benefit tax issues after the TCJA along with navigating IRS and State audit issues.

November 12, 2019

Time

8:15-9:00 Breakfast & Registration

9:00-10:00 • Planes, Trains and … Snacks? What’s Left of Fringe Benefits After the TCJA (and Other Executive Comp and Payroll Tax Audit Updates)

• Employee or Independent Contractor? Resolving Worker Classification Issues with the IRS.Handy Hevener & Steve Johnson

10:00-11:00 . IRS Audits of Qualified Retirement Plans Dan Salemi

11:00-11:10 • Break

11:10-12:10 • Select issues in Equity Compensation for Corporations and Partnerships - Stock Options, RSUs and Profits Interests. Erin Randolph-Williams & David Zelikoff

12:10-1:10 Lunch

• A Baker’s Dozen Procedural Tips to Counter IRS Agents’ Attempts to Increase Taxes, Interest and Penalties in Payroll Tax Audits. Handy Hevener & Steve Johnson

1:10-2:10 • State & Local Payroll Tax Audit Hot Topics, with Special Focus on the Fast-Approaching SB1515 (30-Day Threshold for Taxing Out-of-State Employees Working in Illinois) Cosimo Zavaglia & Matthew Mock

2:10-3:10 • Individual HRAs—Roadmap to the Future or Bridge to Nowhere?

• ACCA Reporting and Potential IRS Penalties (and Defense Tactics) Andy Anderson & Sage Fattahian

3:10-3:20 Break & Complete CPE/CLE Forms

3:20-4:20 • Re-purposing VEBA assets (lots of tax and ERISA issues, plus recent regulatory developments)

. Payroll Deductions from STD, LTD & FML Payments, Plan Qualifications, & IRC 45S Credit Issues (again, lots of tax, state law and plan qualification issues)

The price for this workshop is $25 for TEI Chicago Members, $125 for Nonmembers and $125 for TEI Members from other Chapters. Please note TEI Chicago Members may use their nontransferable season pass. Also, TEI Chicago Members will be given priority over Nonmembers and TEI Members from other Chapters for purposes of registration.

To register, please visit: add Eventbrite Link here . CPE/CLE will be provided. This event is limited to in-house tax professionals.

Date and Time

Location

Offices of Morgan Lewis

77 West Wacker Drive

Chicago, IL 60601

View Map

Refund Policy

Contact the organizer to request a refund.

Eventbrite's fee is nonrefundable.

Save This Event

Event Saved