Making Incentive Stock Options Work for Your Company

$149.00

SKU: 409534

Description

Gain the knowledge needed to leverage incentive stock options, fostering a mutually beneficial relationship between the company and its workforce.
Stockbased 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 stockbased 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.

Date: 2023-11-29 Start Time: 1:00 PM ET End Time: 2:05 PM ET

Learning Objectives

* You will be able to understand and identify different types of equity compensation.

* You will be able to define what constitutes an Incentive Stock Option and understand the specific requirements that must be met for a stock option to qualify as an Incentive Stock Option.

* You will be able to identify the differences between Incentive Stock Options and Nonqualified Stock Options.

* You will be able to address the effect of changes in control and other transactions on Incentive Stock Options.

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

ASA ,HR Certification Institute ,CPE ,SHRM ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.

Andrew L. Oringer-The Wagner Law Group, Stefan P. Smith – BakerHostetler