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.

Faculty Member
Corey Rosen
National Center for Employee Ownership (“NCEO”)

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.

CLE Credits (Law)

Credit Value Type Format
NALA - - Credit not available
NALA - - Credit not available
NFPA - - Credit not available
NFPA - - Credit not available
AL 1.3 General
Live
AL 1.3 General
On-Demand/Recording
AK 1.25 General
Live
AK 1.25 General
On-Demand/Recording
AR 1.25 General
Live
AR Not Available General
On-Demand/Recording
AZ 1.25 General
Live
AZ 1.25 General
On-Demand/Recording
CA 1.25 General
Live
CA 1.25 General
On-Demand/Recording
CO 1.5 General
Live
CO 1.5 General
On-Demand/Recording
CT 1.25 General
Live
CT 1.25 General
On-Demand/Recording
DE 1.3 General
Live
DE 1.3 General
On-Demand/Recording
FL 1.5 General
Live
FL 1.5 General
On-Demand/Recording
GA 1.3 General
Live
GA 1.3 General
On-Demand/Recording
HI 1.25 General
Live
HI 1.25 General
On-Demand/Recording
IA 1.25 General
Live
IA 1.25 General
On-Demand/Recording
ID 1.25 General
Live
ID 1.25 General
On-Demand/Recording
IL 1.25 General
Live
IL 1.25 General
On-Demand/Recording
IN 1.3 General
Live
IN 1.3 General
On-Demand/Recording
KS 1.5 General
Live
KS Not Available General
On-Demand/Recording
KY 1.25 General
Live
KY 1.25 General
On-Demand/Recording
LA 1.3 General
Live
LA 1.3 General
On-Demand/Recording
ME 1.25 General
Live
ME 1.25 General
On-Demand/Recording
MN 1.25 General
Live
MN 1.25 General
On-Demand/Recording
MO 1.5 General
Live
MO 1.5 General
On-Demand/Recording
MS 1.3 General
Live
MS Not Available General
On-Demand/Recording
MT 1.25 General
Live
MT 1.25 General
On-Demand/Recording
NC 1.25 General
Live
NC 1.25 General
On-Demand/Recording
ND 1.25 General
Live
ND 1.25 General
On-Demand/Recording
NE 1.25 General
Live
NE 1.25 General
On-Demand/Recording
NH 1.25 General
Live
NH 1.25 General
On-Demand/Recording
NJ 1.5 General
Live
NJ 1.5 General
On-Demand/Recording
NM 1.2 General
Live
NM 1.2 General
On-Demand/Recording
NV 1 General
Live
NV 1 General
On-Demand/Recording
NY 1.5 General
Live
NY 1.5 General
On-Demand/Recording
OH 1.25 General
Live
OH 1.25 General
On-Demand/Recording
OK 1.5 General
Live
OK 1.5 General
On-Demand/Recording
OR 1.25 General
Live
OR 1.25 General
On-Demand/Recording
PA 1 General
Live
PA 1 General
On-Demand/Recording
RI 1.5 General
Live
RI 1.5 General
On-Demand/Recording
SC 1.25 General
Live
SC Not Available General
On-Demand/Recording
TN 1.25 General
Live
TN 1.25 General
On-Demand/Recording
TX 1.25 General
Live
TX 1.25 General
On-Demand/Recording
UT 1 General
Live
UT 1 General
On-Demand/Recording
VA 1.5 General
Live
VA Not Available General
On-Demand/Recording
VT 1.25 General
Live
VT 1.25 General
On-Demand/Recording
WA 1.25 Law and Legal Procedure
Live
WA 1.25 Law and Legal Procedure
On-Demand/Recording
WI 1.5 General
Live
WI 1.5 General
On-Demand/Recording
WV 1.5 General
Live
WV 1.5 General
On-Demand/Recording
WY 1.25 General
Live
WY 1.25 General
On-Demand/Recording

In some CLE states, the course will be submitted to the bar after you register. If for any reason the course is not approved, we will fully refund your registration fee. If a state is listed on this course, then we are confident the course fits that state's standards and already is or will be approved for credit.

HR Credits

Credit Value Type Format
HRCI 1.25 Live
HRCI 1.25 On-Demand/Recording
SHRM 1.25 Live
SHRM 1.25 On-Demand/Recording

Accounting Credits

Credit Value Field of Study Format
CPE 1 Finance,
Taxes,
Business Management & Organization
Live
CPE 1 Finance,
Taxes,
Business Management & Organization
On-Demand/Recording

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: Please see above. You must attend at least 50 minutes to obtain credit. Fields of Study: Please see above. 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.

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What is a webinar?

A webinar is simply a seminar that you attend online. You either watch a live video feed of the speaker or listen to the speaker through your computer, tablet or phone’s audio.  You see the speaker’s slides, videos, and other presentation materials on your screen.

Can I ask questions during the webinar?

Yes. During the live webinar, you may submit questions and comments and the speaker will respond verbally. For a recorded webinar, your questions will be emailed to the speaker. You will typically receive a response from the speaker within two business days.

Can I attend using a tablet or smartphone?

Yes. You may attend a webinar using a computer, tablet or smartphone.

If I can’t attend a webinar live, can I view the recording later?

Yes. Shortly after each live program ends, we send all webinar registrants a link to the webinar recording. You can view the recording as many times as you like after the live webinar for up to 12 months.

What is an on-demand webinar?

An on-demand webinar is a previously recorded webinar that you may view at any time after your purchase for up to 12 months.

Can I stop a recorded webinar and start it later at the same point?

You can stop a recording and later log back in and navigate to any point in the webinar. The system will not force you to view the entire recording from start to finish.

Can I listen to recorded webinars on a tablet or smartphone?

Yes. You will be able to listen to any of our on-demand webinars on your computer, tablet, or smartphone.

Do the webinars qualify for Continuing Education Credit?

Almost all of our webinars are approved for continuing education credit, including CLE (in all states), CCB, CPE, HRCI, IRS and SHRM credit.  Unlike many providers, we don’t charge you any additional fee to process your credit.  If you have specific questions, please call us at 703-372-0550 or contact us.

Can I still receive Continuing Education Credits if I view the webinar recording instead of the live presentation?

In most cases, the answer is yes. Recorded webinars are not eligible for CLE credit in the following states: AR, KS, MS, NE, and RI. In all other jurisdictions, recorded programs are eligible for credit. In addition, CPE credit is not available for recorded webinars. Please note that recorded webinars are only eligible for a certain period of time based on the jurisdiction. To ask about your specific type of Continuing Education Credit or the requirements in your jurisdiction, please call us at 703-372-0550 or contact us.

Will I receive a certificate of completion after the course?

Yes. A certificate of completion will automatically be uploaded to your Clear Law Institute account after completing the live or on-demand webinar.

Do I need to be a member to receive a certificate of completion?

No. An account will automatically be created for you when registering for a webinar. You will then be able to access your certificate of completion after completing a webinar.

How do I determine my states’s CLE requirements.

Please find your state listed here with instructions for calculating the number of credits in your state.

How will I submit my attendance to receive CLE credit in my state?

Please find your state listed here with instructions for confirming your CLE attendance.

How does the money-back guarantee work?

Clear Law Institute stands behind all of its courses with a no-risk, money-back guarantee. If you are not satisfied with the quality of a webinar, we will fully refund your money—no questions asked. If you purchase an annual all-access membership, you can cancel within 14 days for a full refund.

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