Incorporating Restricted Stock Units in Long-Term Incentive Compensation Plans
Accelerating Equity Awards, Navigating Section 409A Restrictions, Tax Planning, Plan Structures for Employers
Recording of a 90-minute premium CLE/CPE video webinar with Q&A
This CLE/CPE will provide executive compensation and employee benefits attorneys an in-depth analysis of the rules and key considerations for incorporating restricted stock units (RSUs) in long-term incentive compensation plans. The panel will discuss the advantages and disadvantages of accelerating equity awards, key tax issues and planning techniques, restrictions under Section 409A, and other critical structuring considerations for employers.
Outline
- Incorporating RSUs in compensation plans
- Tax issues and recent IRS guidance
- Accelerating equity awards
- Best practices for attorneys representing the employer or employee
Benefits
The panel will review these and other key issues:
- What are the key items to consider for incorporating RSUs when structuring compensation plans?
- What are the key tax issues and available planning techniques to minimize them?
- What are the restrictions under Section 409A?
- What are the advantages and disadvantages of accelerating equity awards?
Faculty
Shawn E. Lampron
Partner
Fenwick & West
Ms. Lampron focuses her practice on executive compensation and employee benefits for emerging growth businesses, public... | Read More
Ms. Lampron focuses her practice on executive compensation and employee benefits for emerging growth businesses, public companies, and venture and institutional investors. She works with clients to structure compensation and benefit programs covering the full spectrum of equity and cash compensation arrangements, including all types of employee stock options, restricted stock, employee stock plans, employment agreements, deferred compensation, and other fringe benefit arrangements. Ms. Lampron was most recently part of the team that represented Fitbit in its $732 million IPO in June 2015.
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Marshall Mort
Partner
Fenwick & West
Mr. Mort focuses his practice on representation of public and private technology and life sciences companies in a wide... | Read More
Mr. Mort focuses his practice on representation of public and private technology and life sciences companies in a wide variety of corporate transactions. He advises on the issues that regularly arise with equity plans, executive compensation agreements and other employment benefit arrangements when clients are involved in mergers, acquisitions, public securities offerings, onboarding and terminations.
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