Morgan Lewis Seminars

Federal Tax Reform Update

Tuesday, April 3, 2018

Please join us for this Tax Executives Institute (TEI) program sponsored by Morgan Lewis.


  • Section 162(m) (grandfathered provisions and state level differences)
  • Unexpected effects of TCJA—Sec. 409A losses, itemized deductions, compensation clawbacks, and equity withholding
  • Fringe benefits—exclusion limitations, many deduction limitations
  • Equity for private companies: Income election deferrals for stock options and RSUss
  • Reduced burden tax regulations—400 eliminated—200 new
  • Bonus accrual issues
  • State income tax complications for traveling employees (or employees moving out of high tax states)
  • Withholding tables (preserving personal exemptions) vs. IRS tax calculator

    Registration and Breakfast | 08:00 – 08:30 AM
    Program | 08:30 - 11:30 AM


    Conference Fee: $50 for non-members. All payments are made at the time of reservation or via Eventbrite.

CLE credit: CLE credit in CA, FL, IL, NJ (via reciprocity), NY, PA, TX, and VA is currently pending approval and Continuing Education Credit (CPE) is available.