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Making Incentive Stock Options Work for Your Company

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.

69 minutes
Course Exam
Certificate of Completion
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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

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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 qualifies 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 approved for 1.0 (General) recertification credit hours toward aPHR(TM), 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.
     
  • 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.
     

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.

MP3 Download

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

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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

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

Stefan P. Smith

BakerHostetler

  • Partner, Baker & Hostetler LLP
  • Utilizes in-depth background in employee benefits and executive compensation law to advise both public and private companies on establishing and ensuring the continued compliance of tax-qualified defined contribution and defined benefit retirement plans and all forms of executive compensation arrangements
  • Counsels clients on employee benefit matters that arise during mergers and acquisitions
  • Works with all types of health and welfare plans and executive and equity-based compensation
  • Recognized in Chambers USA: Employee Benefits and Executive Compensation in Texas, The Best Lawyers in America®, and D Magazine, Best Lawyers in Dallas
  • 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
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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

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

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Product ID: 409534
Published 2023
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