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Course/Product Description
Title:

Requirements And Opportunities In Incentive Stock Option Transactions

SKU:WC-1022833
Date / Time: Recorded
Format: Webinar
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Description:

This webinar will involve a description of the tax consequences to the employer and the employee of Incentive Stock Options (ISOs) under various scenarios. It will also explore the various technical requirements for ISOs with respect to both the ISO Plan and the ISO Award Agreement, as well as the need for shareholder approval.

Moreover, we will review permissive provisions for ISOs, including, but not limited to, cashless exercises, time-based and performance-based vesting, change of control vesting, and granting ISOs in tandem with stock appreciation rights. Finally, we will explore alternatives for dealing with ISOs between the signing and closing of a corporate transaction.

Agenda

Incentive Stock Options (ISOs): Summary of Tax Treatment

  • Employee
  • Employer
Requirements for ISOs
  • Date of Grant
  • Plan Document
  • Option Agreement
  • Exercise Price
Taxation of Employee
  • Grant
  • Exercise
  • Disposition
Impact on Employer
  • No Deduction
  • Withholding
  • Reporting
Methods of Exercise
  • Cash
  • Stock Swap
  • Stock Pyramiding
  • Cashless Exercise
Death of ISO Holder
Modification, Extras and Renewal of ISOs

About The Presenter

Greg Brown
  • Partner in Holland & Knight LLP's Chicago office
  • Focuses practice on employee stock ownership plans (ESOP), the Employee Retirement Income Security Act (ERISA) fiduciary matters, tax-qualified retirement plans, executive compensation and ERISA litigation
  • Handles matters involving employer securities as a plan investment, fiduciary status, and duties and remedies under ERISA
  • Represents both closely held companies as well as national Fortune 500 publicly traded companies on employee benefits matters as well as organizations throughout the food and beverage, healthcare, banking and financial services industries
  • Advises clients on ways to minimize litigation risk through benefit plan design, governance and administration
  • Regular writer and speaker on a range of employee benefits law topics nationwide
  • Past chair of the Legislative & Regulatory Advisory Committee of The ESOP Association; past member of the Board of Directors of The ESOP Association; past member of the Steering Committee of the International Pension and Employee Benefits Lawyers Association; past chair of the Employee Benefits Section of the Illinois State Bar Association; past chair of the Employee Benefits Committee of The Chicago Bar Association; past chair of ESOP subcommittee of the Employee Benefits Committee of the ABA Section of Taxation and a member of the American College of Employee Benefits Counsel



Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in CD version, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

About The Provider: Lorman Education Services has provided educational seminars and online training for professionals since 1987.

Since then, we've kept thousands of professionals in the United States and internationally current on the most pressing topics in a rapidly changing marketplace of ideas. Like you, we understand the need for concise, accurate information.

That understanding underlies each Lorman course, presenting the latest information on the laws and regulations critical to your organization's successful daily operations.

Moreover, each course receives our painstaking attention to be certain both the faculty and participants receive the individual attention necessary to achieve maximum benefit from the materials.
More Info: Contact Us For More Information
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