Everyday administration is hard enough but are there other “taxing” events on your plate? Employees divorcing? Seeing a spike in employee deaths? What documents do you need to ensure that the transactions are processed properly and how do these events affect taxation? As employee populations age, these transactions pop up more and more often. Don’t be caught unprepared! Our expert panel will share tips on the proper taxation of equity transactions related to estates and non-employee former spouses (NEFS).
- Sorrell Johnson, CEP, Stock & Option Solutions, Inc.
- Sarah Roberts, CEP, Stock & Option Solutions, Inc.
(One hour of Certified Equity Professional continuing education credit is available for attending. See the CEPI website for more information on CEP continuing education requirements.)