Corey Rosen

Equity Incentive Plans for Employees: Tax, Legal, and Plan Design Issues

June 22nd, 2017 3:00 PM to 4:15 PM ET
Can't attend live? By registering, you will be able to view the course live, view a recording at any time for 12 months, or both.

Many companies provide some form of equity compensation to employees as a way to attract, retain, and motivate people. It is, however, challenging to decide who should get grants, how much should they get, and what the rules should be? Furthermore, companies often don’t realize that alternative forms of equity grants exist. This session will provide an overview of the legal, design, and tax implications of equity incentive plans.

Upon completion of the course, you’ll be able to:

  • Explain key rules for stock options, restricted stock, restricted stock units, phantom stock and stock appreciation rights
  • Define who should get equity, how much they should get, and what the rules should be
  • Describe how equity compensation works in LLCs
  • Describe tax implications of equity grants
  • Discuss liquidity strategies for closely held companies

CPE, CLE, HRCI and SHRM Credit: Participants can earn up to 1.5 CPE credits in the Taxes field of study.  Please note that CPE credit is only available for viewing the live program.  Attorneys can earn CLE credits for this course. HR professionals can earn SHRM and HRCI recertification credit.

100% Money-Back Cancellation and Refund Policies: If you can’t make the live webinar, you may cancel at any time before the webinar begins for a full refund.  If you are not satisfied with the webinar, we will provide you a full refund.  For more information regarding refund, complaint and program cancellation policies, please call us at 703-372-0550.

Program Level: Beginner

Prerequisites: None

Advanced Preparation: None

Instructional Method: Group-Internet Based

National Registry of CPE Sponsors:  Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

View Continuing Education Credit

Attorneys

We are approved providers in several states, and our webinars are routinely approved in all states. When you register, you will enter the state(s) for which you are seeking CLE credit. In the unlikely event that the webinar is not approved, we will fully refund your registration fee.

This course is eligible for 1.5 General credits in the following states: CO, FL, KS, MO, NJ, NY, OK, RI, VA, WV, and WI.

This course is eligible for 1.3 General credits in the following states: AL, DE, GA, MS, OH

This course is eligible for 1.25 General credits in the following states: AK, AZ, AR, CA, HI, ID, IL, IN, IA, KY, LA, ME, MN, MT, NE, NH, NM, NC, ND, OR, SC, TN, TX, VT, WA and WY.

This course is eligible for 1.0 General credits in the following states: NV, PA, UT

This course is not approved in the on-demand/recording format for the following states: AR, KS, NE, RI, VA.

CPE

Clear Law Institute is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org. For more information regarding administrative policies such as complaint and refund, please see the tab above on our Money-Back Guarantee or contact us at 703-372-0550. CPE Credit: Maximum Credit Hours: 1.5. You must attend at least 50 minutes to obtain credit. Field of Study: Taxes for 1.5 hours. Teaching Method: Lecture. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state’s regulatory board.

Clear Law Institute has registered with the Texas State Board of Public Accountancy as a CPE Sponsor. This registration does not constitute an endorsement by the Board as to the quality of our CPE Program. This program qualifies for 1.5 hours of continuing professional education.

IRS Enrolled Agents

Clear Law Institute is an approved IRS Continuing Education provider. This course qualifies for 1.0 hours of Continuing Education Credit for enrolled agents under Treasury Department Circular #230 Section 10.6(g).

HR

This program has been approved for 1.25 (General) recertification credit hours toward PHR, SPHR, and GPHR recertification through the HR Certification Institute.

Clear Law Institute is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP. This program is valid for 1.25 PDCs.

Corey Rosen


About the Presenter

Corey Rosen is founder of the National Center for Employee Ownership (“NCEO”), a private, nonprofit membership, information, and research organization. Prior to founding NCEO, Mr. Rosen served as a professional staff member in the U.S. Senate, where he helped draft legislation on employee ownership plans. Mr. Rosen is the co-author of Equity: Why Employee Ownership is Good for Business (Harvard Business School Press, 2005). He is a graduate of Cornell University.

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$112
25% Off

5-9

$99
33% Off

10+

$75
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.

$149

Group Discounts

icon-groupIf you add more people from your organization, the registration fee for each person will be discounted as described below. The discount will be automatically applied during checkout.

2-4

$112
25% Off

5-9

$99
33% Off

10+

$75
50% Off

View Live and/or Recording

icon-webinar-smYou may view the webinar live and/or you may view the recording of the webinar as many times as you wish for up to 1 year afterwards. Immediately after the live presentation, you will be able to view the recording at the same link. You do not need to view the live presentation to get access to the recorded webinar. If you have any questions, please contact us.

Access Everywhere

Access the live and/or recorded webinar on your computer, tablet, or smartphone.

Money-Back Guarantee

If you’re not satisfied with the course, we will promptly refund your money.

All-Access Membership

icon-membershipJoin our all-access membership program to participate in this webinar and any live or recorded webinar for a flat annual fee.

Learn More

FAQs

Any questions?  Please view our FAQs page or contact us.