News & Events Speaking Engagements
Tax Executives Institute - Bethesda, Md
Tax Education Day

Date: 11/18/2008
Location: Bethesda, Maryland
Speaker(s): Anne G. Batter , Thomas M. Cryan Jr. , Marianna G. Dyson , Marc J. Gerson , Fred Oliphant , Anthony G. Provenzano , Gary G. Quintiere , Donald T. Rocen , Lee H. Spence , Michael M. Lloyd , Susan Relland , Veronica A. Rouse

Marianna Dyson, Tom Cryan, Mike Lloyd, Susan Relland, Lee Spence, Ann Batter, Fred Oliphant, Anthony Provenzano, Gary Quintiere, Don Rocen and Veronica Rouse will present on the latest Employee Benefits issues.  They will explore the perspective of the corporate taxpayer working within the context of the complex rules surrounding employee benefits.  In addition, the program will highlight practical and strategic considerations relating to today’s most topical issues in this area.  Specific topics of discussion will include Code section 409A compliance issues, the special timing rule for FICA taxation under 3121(v)(2), the 162(m) deduction limitations, cafeteria plans, FSAs and medical plan restructuring and worker classification issues, just to name a few.
 
Marc Gerson will discuss legislative developments in executive compensation.
 
The program will be divided into the following panel sessions:

  • Review program (welfare benefits, executive comp, fringe benefits, audit matters).
  • Susan Relland and Lee Spence--health and welfare benefits
  • Fred Oliphant, Gary Quintiere, Tony Provenzano and Anne Batter--Exec Comp panel
  • Marianna Dyson, Tom Cryan and Mike Lloyd--fringe benefits
  • Don Rocen and Veronica Rouse--IRS Audit and Exams, with Marc Gerson as part of this panel to discuss future legislation.

For more information, please visit www.teil.org.