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Understanding IRC 409A Valuations

November 28, 2018 @ 11:00am

Wolf & Company P.C., Certent, Inc., Meld Valuation and Merrill Lynch will be hosting a webinar on the topic of Understanding IRC 409A valuations to avoid costly mistakes, and unnecessary penalties for employers and employees.

Scott M. Goodwin, CPA - Wolf and Company, P.C.
Dan Eyman, Managing Director - Meld Valuation

If 409A rules are violated, employers could face non-compliance penalties and administration costs and employees could face a 20% excise tax and other taxes such as interest on prior underpayments. Employees could get hit with big taxes on income that hasn’t even been received yet, creating huge cash flow issues that an employer may need to offset. Come learn about 409A and how to stay on top of it.

At the end of the webinar you should leave with an understanding of:

• What is 409A and how is it significant to employers and employees 
• A basic understanding of taxation of stock options and deferred compensation 
• Why you might need a 409A valuation and risks of 409A audits and non-compliance
• The basic methodologies used to value a company

For more information and to register for this webinar click here