Year-End Tax Reporting: Focus on Plan Participants
About This MeetingFollowing the festivities of the holidays, equity administrators are faced with navigating the gauntlet that is year-end reporting. At the top of the list, you often find planning related to company disclosures, financial and shareholder reporting. In addition to the fiscal year-end requirements, companies must also look to year-end as it relates to equity plans and employee tax reporting. We invite you to join our panel as they discuss areas of focus around employee tax reporting.
- Calculations and strategies for Disqualifying Dispositions Surveys for ISO and ESPP
- W2 Income Verification and Payroll Reconciliations
- Year-End Tax Statements
- 6039A, the Forms, the Filings, the Secrets to Success
- Preparing for the Year Ahead
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
From Our Equity Compensation Webinar Series
- Each one-hour Webinar features an experienced authority in the field and discusses a requested topic.
- Discuss current administrative and other issues with fellow practitioners without leaving your office!
- Free for NCEO members
This replay was recorded on September 17, 2014.
| Year-End Reporting and Disclosure for Equity Compensation |
Janet Bernard, Stock & Option Solutions
Dorica de la Fuente
Equity Compensation & Stock Administration SolutionsDorica has been in the Equity Compensation and Stock Administration field since 1993 working with both public and private companies which have ranged from small, mid-sized to Fortune 500 companies. She received her Certified Equity Professional designation in 2000 and continues to actively participate with the CEP Institute as a volunteer.
Dorica's extensive experience includes all aspects of equity administration, plan design, equity administration platform setup/upgrade/conversions, M&A's, Spinoffs, restatements, project management, IPOs and more. Dorica has worked with companies with all forms of equity and various different administration platforms and an NASPP and NCEO member.
Stock & Option Solutions, Inc.Tim is an Equity Compensation Consultant for Stock and Option Solutions, Inc. (SOS). He has been a part of the People Solutions division for over seven years, providing clients help with various needs from data projects and implementations to day-to-day administrative assistance. Tim's experience in equity compensation over the last 11 years includes working as an outsourcing provider, controlling data changes during several restatements, building and documenting processes, and assistance with vendor transitions. He has been a Certified Equity Professional since 2007, volunteers for the Certified Equity Professional Institute, and has spoken at the NASPP conference.