Planning for clean corporate action taxation and administration
Nothing can throw off your sparkling equity records than a messy corporate action, such as an M&A or a spin-off. Making sure each person\'s grant and outstanding shares get through the event without damage to tax attributes is a complicated task. Join our panelists and gain from the informative discussion on successfully navigating your company\'s equity plans through the tide of a corporate action.
Some of the topics we\'ll cover are:
• Cost basis allocation illustrations for spin-offs, splits, return of capital
• Taxable vs. nontaxable events
• Treatment of ESPPs in a spin-off - W-2 reporting, qualified status, Form 3922
• Important parts of prospectus to review
• Form 8937
• Constructive receipt and its taxation implications
• Key points, questions to address, and best practices when administering a corporate action in an equity plan