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Payroll's Guide to Executive Taxation and Compensation Compliance

Summary

Live Webinar Recording

Recording Price: $199.00

(Includes Proprietary Materials)

The IRS is actively looking for executive fringe benefits that are being hidden or misreported. It falls on payroll to properly identify, tax, and report these benefits - or face significant fines. But how can payroll maintain compliance and keep the company out of court? Join us for this live, interactive 60-minute conference to discover:

  • IRS taxation and reporting requirements for executive compensation
  • Executive reimbursements: Insurance premiums, personal travel and more
  • Taxing incentives and bonuses: Keys for tax and reporting compliance
  • Avoiding and navigating IRS audits: Triggers to avoid

Program Highlights

  • Executive Compensation Compliance: Would the IRS Find You at Fault?

    • How to avoid today's most common IRS reporting mistakes
    • Stock options and bonuses: How should they be taxed?
    • Using appropriate comparability data: Setting compensation
  • Applying IRS Taxation & Reporting Requirements to Executive Compensation

    • What gets reported: Essentials for identifying de minimis benefits
    • The clawback provision: What is the SEC looking for?
    • Common reporting mistakes to avoid: Stay legal & compliant with the IRS
  • Specific Considerations for Executive Reimbursements and Benefits

    • Taxable vs. non-taxable executive benefits: Know the difference
    • Transportation, relocation, & moving expenses: What counts as income?
    • Reimbursement compliance: From insurance premiums to personal travel
  • Live Question & Answer Session - Have your questions answered by the expert!

About The Speaker

Stefan Smith has extensive experience in employee benefits and executive compensation law.

  • He works with both public and private entities to establish and ensure the continued compliance of tax-qualified defined contribution and defined benefit retirement plans.
  • In addition, Stefan assists with employee benefit matters arising during mergers and acquisitions and works with all forms of health and welfare plans and executive and equity-based compensation.

Program Benefits

Join us for this comprehensive, 60-minute program to discover how to stay out of IRS cross-hairs by maintaining compliance with executive compensation and taxation law.

Prerequisites

  • None

Delivery Method

  • Group Internet Based

NASBA Field Of Study

  • Accounting - Finance

Program Level

  • Basic Knowledge Required