Deduction Timing: Get it Right

Session Date: 
May 10th, 2017 - 8:00AM9:15AM


This session will focus on the deduction timing of various type of compensation including:

  1. qualified and nonqualified plans
  2. equity-based compensation and bonuses
  3. special issues in M&A
  4. who gets the deductions
  5. spin off issues
  6. 338(h)(10)
  7. bonus accrual and Washington post bonus pooling
  8. consolidated return issues
  9. stock option substitution
  10. need for accounting method changes
  11. 404A
  12. rabbi trusts

Field of Study:

Session Type:

Skill Level:

Speaker(s) Speaker Details Session(s)
Jeffrey Martin CPA, Senior Manager, Grant Thornton LLP, Washington, DC 1, 66, 208
Karen Field J.D., Principal, KPMG LLP, Washington, DC 1, 57, 66, 208
Kristen Smith EA, Senior Manager, KPMG LLP, Atlanta, GA 57, 66

Field of Study Legend

Behavioral Ethics
Business Management & Organization
Personal Development
Specialized Knowledge

Skill Levels Legend

L1 - Level 1
L2 - Level 2
L* - Level 1 & Level 2