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
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.
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)
|NALA||-||-||Credit not available|
|NFPA||-||-||Credit not available|
|AR||Not Available|| General||On-Demand/Recording|
|KS||Not Available|| General||On-Demand/Recording|
|MS||Not Available|| General||On-Demand/Recording|
|NY||1.5|| Areas of Professional Practice (NY)||On-Demand/Recording|
|SC||Not Available|| General||On-Demand/Recording|
|VA||Not Available|| General||On-Demand/Recording|
|WA||1.25|| Law and Legal Procedure||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.
|Credit||Value||Field of Study||Format|
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.
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.
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If I can’t attend a webinar live, can I view the recording later?
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Can I stop a recorded webinar and start it later at the same point?
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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.
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You can register for a live webinar up until the time the webinar begins.
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To complete the payment process, what if I need Clear Law Institute’s W-9 or vendor registration forms completed?
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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.
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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.
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I completed a webinar, but it is still showing as incomplete in my account.
You may need to hit the verify attendance or mark as complete button next to the webinar title in your account. If hitting this button does not work, please call us at 703-372-0550 or contact us.
The materials for my upcoming webinar aren’t available to download.
Materials are available 24 hours prior to the live webinar. If it is past this time and you are unable to download the event materials, please call us at 703-372-0550 or contact us.
I downloaded my certificate of completion, but it doesn’t have my continuing education information listed on it.
You may need to update your continuing education profile. You can do this in your account under the My Profile tab. Once updated, this information will be automatically updated on your certificates.
I can’t find my account password.
You can reset your account password here. Your username will always be the email address that you used to register for the webinar.
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