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

Duration: 60 Minutes
This session provides an overview of equity compensation plans. We will discuss stock options, restricted stock, restricted stock units, stock appreciation rights, and phantom shares. The webinar will go over tax issues for employees and companies, deciding who gets how much when with what rules (vesting, allocation, and exercise), special rules for LLCs, operating agreements, and other key design issues. Finally, we will look at how to make the awards liquid in closely held companies.
Equity Incentive Plans
Instructor: Corey Rosen
Product ID: 509329
Objectives of the Presentation
  • Choosing an equity compensation plans
  • Understanding tax implications
  • How to select vesting, allocation, and eligibility rules
  • Issues for LLCs
  • How to decide how much to share with whom and when
  • How to decide what equity plan is best
  • How to get employees cash for their equity
  • Tax issues for equity plans
  • Providing liquidly for equity labs
Why Should you Attend
The session will provide basic guidelines and rules for any company or advisor dealing with providing equity incentives for employees.

Who will Benefit
Advisors to and leaders of closely held companies

Topic Background
Many companies want to share ownership with one or more employees, but usually know very little about what ways there are to do it and which make the most sense. Company leaders also have a difficult time deciding how much to share with whom subject to what rules. This webinar is designed to shed light on these issues.
$300
Recorded Session for one participant
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How it works
Live Session - How it works
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  • The webinar joining link, username and password for joining the webinar will be updated on your OCP Account 24 hours prior to the webinar
  • Presentation handouts in Downloadable PDF format will be updated on your OCP Account 24 hours prior to the live session
  • Login to the audio conference on the scheduled date and time
  • Get answers to your queries through interactive Q&A sessions via chat at the end of the session
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account 24 hours after the completion of the session
  • Please let us know your thoughts and views at the end of the webinar, your valuable feedback will help us improve
Recorded Session - How it works
  • Login to onlinecompliancepanel with your registered username and password https://www.onlinecompliancepanel.com/login
  • Upon purchase of the recorded session a link will be updated on your OCP Account within 24 hours
  • Please click on the link to access the Recorded Session
  • Presentation handouts in downloadable PDF format will be updated on your OCP Account within 24 hours of the purchase of the product
  • Download the Certificate of Attendance and Purchase Invoice from your OCP Account after 48 hours of the product Purchase
  • Please share your valuable Feedback at the end of the session
Instructor Profile:
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.
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