Stock compensation is a valuable recruiting, retention and incentive tool for corporations to compensate their service providers.
The landscape for making stock based awards continues to change rapidly. This topic will discuss recent legislative, judicial and accounting changes that affect how companies grant stock compensation to its employees, officers and board of directors. Participants will learn about the new qualified equity grants created by the Tax Cuts and Jobs Act. The information will also touch on changing guidelines by third-party advisors to institutional investors and the stock exchanges that affect the way stock compensation is designed.
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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
What Is Stock Compensation?
- Considerations When Designing Stock Compensation
- Types of Stock Compensation
- Qualified Equity Grants
- Performance Awards
Section 409A Traps to Avoid
- Valuations
- Deferral Features
- Crypto-Currency Issues
Securities Laws for Stock Compensation
- Private vs. Public Offerings
- Section 16 Compliance
- Clawbacks
Labor Laws Affective Stock Compensation
- Stock Compensation as Wages
- Who Is an Employee?
Accounting Rules Updates
Corporate Formalities
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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 August 27, 2019.
Call 1-866-352-9540 for further credit information.
- Arizona CLE 1.5
- The Arizona State Bar does not pre-approve or pre-certify MCLE programs. However, records of this program and attendance will be maintained by Lorman Education Services for auditing purposes. This activity may qualify for up to 1.5 hours toward your annual CLE requirement for the State Bar of Arizona.
- CA MCLE 1.5
- Lorman Business Center, LLC. is a State Bar of California approved MCLE sponsor and this course qualifies for 1.5 CLE hours of participatory credit.
- CT CLE 1.0
- Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. This course has been approved for CLE credit in jurisdictions aside from CT and therefore it automatically meets the content and delivery requirements in Connecticut. Credit is based on a 60 minute credit hour and shall be awarded as follows: 1.0 CLE credit(s).
- MO CLE 1.8
- This course qualifies for self-study CLE credit in Missouri.
- PA CLE 1.0
- This Distance Learning program has been approved by the Pennsylvania Continuing Legal Education Board for 1.0 hours of substantive law, practice and procedure CLE credit.
- RI CLE 1.5
- This program has been approved by the Rhode Island Mandatory Continuing Legal Education Commission for 1.5 hours of CLE credit.
- VT CLE 1.5
- This self-study program has been approved by the Mandatory Continuing Legal Education Board of Vermont for 1.5 hour(s) of CLE credit. Please note: Attorneys may only claim 12 credits per compliance period in this format. This course is considered "Non-Moderated Programming without Interactivity".
- WA CLE 1.5
- This program has been approved by the Washington State Board of Continuing Legal Education for 1.5 hours of A/V credit under the Law & Legal Procedure category.
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.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Credit
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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
J. Marc Fosse
Tucker Huss
- Shareholder at Trucker Huss
- Focuses on all the tax, securities, corporate, and accounting issues related to executive and equity compensation arrangements
- Works with publicly traded, private, nonprofit and government clients in the design, implementation, and operation of domestic and international executive nonqualified and supplemental deferred compensation plans, as well as equity-based and other long-term incentive compensation arrangements
- Regularly advises clients regarding handling employee benefit matters in corporate mergers, acquisitions, divestitures, initial public offerings, and other corporate transactions
- The co-author of the treaties Executive Compensation for Emerging Growth Companies (Thomson Reuters, 3rd ed. 2018), and is a frequent speaker on topics related to executive compensation
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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.
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- State Specific Credit Tracker
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