NASPP Sacramento Chapter - 2010 September 8th
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1. July 27, 2010 NASPP Sacramento Chapter Meeting

Date: Wednesday, September 8th, 11:30am – 1:00pm

Location: Intel, 1900 Prairie City Road, Folsom, CA 95630 (Building FM7, Conference Room 202).

Latest Updates on Section 6039 reporting and ESPP Regulations

The Internal Revenue Service (IRS) has published proposed regulations under Section 6039 of the Internal Revenue Code that beginning with transactions in 2010, companies will be required to provide participants with Form 3921 for all Incentive Stock Option (ISO) exercises; and Form 3922 upon first transfer of legal title of shares acquired pursuant to an Employee Stock Purchase Plan (ESPP). In addition, companies will also be required to file these same forms with the IRS. For companies filing more than 250 forms of either the 3921 or 3922, the IRS requires that they file those forms electronically in the special file format specified in IRS Publication 1220.

Key Deadlines:
January 31, 2011 Forms 3921 and 3922 to be delivered (postmarked) to employees

February 28, 2011 Physical Forms to be filed with IRS (less than 250 forms)

March 31, 2011 Electronic Forms to be filed with IRS (250 or more forms)

Are you ready to file these new forms? Come listen to Baker & McKenzie’s Ed Burmeister, who has been very involved in communications with the IRS on this topic, give an update on the latest developments for the new filing requirements.

Edward D. Burmeister
Partner, Baker & McKenzie LLP
Practice Areas: Global Equity Services
Practice Focus: Global Equity Compensation and Executive Compensation
Listed in Best Lawyers in America, Northern California Super Lawyers and Chambers’ America’s Leading Lawyers for Business and winner of the 2008 Pioneer Award from the Global Equity Organization, Mr. Burmeister is a globally recognized leader in advising multinational companies on the full array of global equity, tax, regulatory and design issues, with 35 years of consulting experience.

He is a member of the Advisory Board of the National Association of Stock Plan Professionals and the Certified Equity Professionals Institute, as well as a past Board member of the Global Equity Organization and the past Chairman of the State Bar of California, Section of Taxation.

TO ATTEND, YOU MUST RSVP BY COMPLETING THE FORM BELOW.

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1. First Name

First Name

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2. Last Name

Last Name

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3. Current Company Name (type N/A if not applicable)

Current Company Name (type N/A if not applicable)

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4. Attendee's email

Attendee's email

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5. Daytime Phone Number

Daytime Phone Number

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6. Are you an NASPP member?

Are you an NASPP member? Yes

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7. Are you a Certified Equity Professional (CEP)?

Are you a Certified Equity Professional (CEP)? Yes

8. If you are registering for more than one person, please enter all other attendee names and e-mail addresses below.

If you are registering for more than one person, please enter all other attendee names and e-mail addresses below.

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9. How will the registration fee be paid?

How will the registration fee be paid? Sending payment by mail. ($10 for members, $35 for non-members)

Paying at the door. ($30 for members, $55 for non-members)

Payment by credit card using Pay Pal (Paypal instructions provided at end of registration process.)

NASPP Sacramento Chapter - 2010 September 8thExit this survey

1. July 27, 2010 NASPP Sacramento Chapter Meeting

*1. First Name

*2. Last Name

*3. Current Company Name (type N/A if not applicable)

*4. Attendee's email

*5. Daytime Phone Number

*6. Are you an NASPP member?

*7. Are you a Certified Equity Professional (CEP)?