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.
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Why Lorman?
Over 38 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
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More Program Information
Why Lorman?
Over 38 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.
HR Certification Institute 1.0
- This E-Learning program has been pre-approved for 1.0 (General) recertification credit hours toward aPHR®, aPHRi(TM), PHR®, PHRca®, SPHR®, GPHR®, PHRi(TM), and SPHRi(TM) recertification through HR Certification Institute® (HRCI®). For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org.
To earn each credit Lorman offers through the OnDemand learning platform, you need to watch 100% of the program. Also, for certain credits you will need to fulfill additional requirements which will be displayed on the "credits" tab when viewing the course.
- Those applying for AIA and HRCI must view 100% of the program and answer the questions following the program.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 38 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
- Chair emeritus of the NYSBA’s Committee on Attorney Professionalism and a member of the NYSBA’s Committee on Professional Ethics
- Highly rated by a number of key ranking organizations, has repeatedly been included in a widely disseminated list of the Top 100 lawyers in New York City across all practice areas
- Member of The Legal 500 Hall of Fame
- Frequent speaker and writer
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
More Program Information
Why Lorman?
Over 38 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.
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