Gain the knowledge needed to leverage incentive stock options, fostering a mutually beneficial relationship between the company and its workforce.
Stock-based compensation is a very popular way for employers to incentivize employees and other service providers, align interests, and provide a tangible stake in the growth and success of the business. Incentive stock options are a common tool for this purpose, but are often misunderstood and are subject to several requirements that must be satisfied for the award of incentive stock options to provide the desired benefit to the employee. This presentation will address the different forms of stock-based compensation and will help those individuals responsible for determining how to compensate employees better understand how incentive stock options can serve as an attractive form of compensation and the many requirements that must be satisfied to effectively provide incentive stock options to employees.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
Introduction
Stock Options Generally
Incentive vs Non-Qualified Stock Options
- Special Rules for Isos
- ISO Tax Treatment
- Holding Period
ISOs and M and A
Code Section 409A
Possible Traps for the Unwary
Q and A
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 29, 2023.
Call 1-866-352-9540 for further credit information.
- ASA 1.0
- This program may qualify for 1.0 continuing education hour(s) towards maintaining your ASA credential. Please contact ASA for more information at [email protected]. Please retain proof of attendance in the event your CE record is audited.
SHRM 1.0
- Lorman Education Services is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CPSM or SHRM-SCPSM. This program is valid for 1.0 PDC(s) for the SHRM-CP or SHRM-SCP.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Andrew L. Oringer
The Wagner Law Group
- Partner and General Counsel of The Wagner Law Group, and head of its New York office
- Charter member of the Practical Law Employee Benefits
- Past co-chair of the Employee Benefits Committee of the American Bar Association’s Business Section and a past chair of the New York State Bar Association Committee on Attorney Professionalism
- Co-editor of a leading treatise on ERISA fiduciary law and has authored two of its chapters, and has authored a chapter in a leading treatise on the taxation of nonqualified deferred compensation
Stefan P. Smith
Baker & Hostetler, LLP
- Partner at Baker & Hostetler LLP (Dallas, TX & Los Angeles, CA)
- 25 years of experience counseling employers on matters affecting employee benefits and executive compensation
- Regularly speaks nationwide on legal developments and trends in employee benefits and related compensation matters
- Former adjunct professor of law at Southern Methodist University Dedman College of Law
- Fellow, American College of Employee Benefits Counsel
- Vice Chair, American Bar Association Section of Taxation, Employee Benefits Committee
- J.D. degree, with honors, University of Texas School of Law; B.A. degree in political science, magna cum laude, Southern Methodist University
- Can be contacted at [email protected], 214-210-1202, or 310-979-8431
Add to Wishlist
Credit
More Program Information
Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
- Live Webinars
- MP3 Downloads
- Course Manuals
- Executive Reports
- White Papers and Articles
Additional benefits include:
- State Specific Credit Tracker
- All-Access Pass Course Concierge
Questions? Call 877-296-2169 to speak with a real person.
Access to all training products for one year
$699/year
Unlimited Lorman Training
With the All-Access Pass there is no guessing what you will need for your yearly training budget. $699 will cover all of your training needs for an entire year!
Easy Registrations
Once you purchase your All-Access Pass you will never be any further than one-click away from attending any Lorman training course.
Invest in Yourself
You haven't gotten to where you are professionally by luck alone; it's taken a lot of hard work and training. Invest in yourself with the All-Access Pass.
