TEI & Morgan Lewis Present: Taxation of Compensation & Benefits / After TCJA and IRS-State Audits

When:  Nov 12, 2019 from 08:15 to 16:30 (CT)

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.    

 

                                                                                                                                               

Draft Agenda

 

November 12, 2019

Time

Topic*

Speaker(s)

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

10:0-11:00

  • 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 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)

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 Qualification, & IRC 45S Credit Issues (again, lots of tax, state law and plan qualification issues)

Jonathan Zimmerman & Handy Hevener

                                                                                                          

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: https://www.eventbrite.com/e/tei-taxation-of-compensation-benefitsafter-tcja-irs-state-audits-tickets-77243783235.   CPE/CLE will be provided.  This event is limited to in-house tax professionals.

 

Location

Offices of Morgan Lewis
77 West Wacker Dr.
Chicago, IL 60606