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Making Incentive Stock Options Work for Your Company

Find out if an incentive stock option plan is a good fit for your company.

While employers are always looking to provide pay to their employees to incentive and reward them, it is often unclear how to do so. One attractive way to reward and incentivize employees is to provide them with incentive stock options. Incentive stock options provide employees with an equity interest in the company such that a portion of their compensation is directly linked to the performance of the employer. While inventive stock options are a great way to provide incentive compensation to a company's employees, there are many requirements which must be satisfied in order for an award of Incentive Stock option to provide the biggest benefit possible to the employee. This topic will help those individuals responsible for determining how to compensate employees and responsible for the compliance of employees' compensation to understand why incentive stock options are an attractive form of incentive compensation and understand the many requirements which must be satisfied to most effectively provide incentive stock options to employees.

Runtime: 85 minutes
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Why Lorman?

Over 31 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

Overview of the Different Types of Equity Compensation

  • Identify the Various Types of Equity Awards Granted by Companies to Employees
  • Discuss the Considerations in Determining Which Type of Equity Awards to Grant

Requirements for a Stock Option to Constitute an Incentive Stock Option

  • Discuss Requirements for the Plan Document Granting Incentive Stock Options
  • Discuss Requirement for the Option to Constitute an Incentive Stock Option
  • Comparison With Nonqualified Stock Options
  • Discuss Consequences of Failing to Comply With Statutory Requirements

Tax Treatment of Incentive Stock Options

  • Employer Tax Consequences and Reporting and Withholding Obligations
  • Employee Tax Consequences

Other Issues Associated With Incentive Stock Options

  • Considerations for Incentive Stock Options in a Change in Control
  • Modification, Extension or Renewal of Incentive Stock Options
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Why Lorman?

Over 31 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 Webinar

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

Audio & Reference Manual

This program format does NOT qualify, nor meet the National Standard for NASBA accreditation.

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More Program Information

Why Lorman?

Over 31 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

Elizabeth Bray

Elizabeth Bray

Polsinelli PC

  • Associate in the Chicago office of Polsinelli PC
  • Practice emphasizes all aspects of employee benefits and executive compensation including qualified and nonqualified retirement plans; equity compensation; Affordable Care Act (ACA) counseling and employee benefit and executive compensation issues that arise in corporate transactions
  • Selected for inclusion in “Rising Stars- Employee Benefits” by Illinois Super Lawyers, 2014-2018
  • J.D. degree, Villanova University School of Law; B.A. degree, Villanova University
Hannah R. DeLuca

Hannah R. DeLuca

Polsinelli PC

  • Associate with Polsinelli PC
  • Practices in employee benefits and executive compensation
  • Obtained a summary judgment in favor of a health plan plaintiff in ERISA claim for benefit litigation
  • Prepared IRS filings in connection with an Employee Stock Ownership Plan’s 409(p) violation and reduction of potential IRS penalties and taxes
  • Established creative equity incentive plans for start-up and mid-sized employers and established incentive compensation plans for public companies
  • Drafted comprehensive medical insurance, health reimbursement arrangement and flexible spending arrangement plans for a large public employer
  • J.D. degree, University of North Carolina; M.A. degree, University of Missouri-Kansas City; B.A. degree, University of Missouri-Kansas City
  • Can be contacted at 816-572-4568 or [email protected]
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Product ID: 397424
Published 2016
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