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November 12, 2019
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Time
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Topic*
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Speaker(s)
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8:15-9:00
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Breakfast & Registration
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9:00-10:00
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- 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
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Handy Hevener & Steve Johnson
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10:0-11:00
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- IRS Audits of Qualified Retirement Plans
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Dan Salemi
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11:00-11:10
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Break
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11:10-12:10
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- Select Issues in Equity Compensation for Corporations and Partnerships – Stock Options, RSUs, and Profits Interests
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Erin Randolph-Williams & David Zelikoff
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12:10-1:10
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Lunch
- A Baker’s Dozen Procedural Tips to Counter IRS Agents’ Attempts to Increase Taxes, Interest and Penalties in Payroll Tax Audits
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Handy Hevener & Steve Johnson
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1:10-2:10
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- State and Local Payroll Tax Audit Hot Topics, with Special Focus on Recent Law Changes in Illinois (including the Fast-Approaching SB1515, 30-Day Threshold for Taxing Out-of-State Employees Working in Illinois)
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Cosimo Zavaglia & Matthew Mock
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2:10-3:10
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- Individual HRAs—Roadmap to the Future or Bridge to Nowhere?
- ACCA Reporting and Potential IRS Penalties (and Defense Tactics)
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Andy Anderson & Sage Fattahian
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3:10-3:20
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Break & Complete CPE/CLE Forms
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3:20-4:20
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- Re-purposing VEBA assets (lots of tax and ERISA issues, plus recent regulatory developments)
- Payroll Deductions from STD, LTD & FML Payments, Plan Qualification, & IRC 45S Credit Issues (again, lots of tax, state law and plan qualification issues)
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Jonathan Zimmerman & Handy Hevener
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