ASPPA Webcast: In-Depth Controlled Groups with Case Studies-OD
April 19, 2018 To April 19, 2019
Speaker: Kelsey N. H. Mayo, J.D., Partner, Employee Benefits Group, Poyner Spruill LLP
Experience Level for Attendees: Intermediate
Description: This webcast will begin with a review of the controlled group rules, and then take a more in-depth look at the controlled group rules, including more advanced rules such as disregarded stock and the impact of options. The rules will be demonstrated through a series of case studies that show the impact these rules can have on the controlled group analysis. Note: this webcast will focus only on IRC sections 414(b) and 414(c), a separate webcast will focus on affiliated service groups under IRC section 414(m).
Recorded webcasts are available for one year after the date of the live presentation.