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Double-Trigger RSUs and Stock Options in Private Companies: Key Tax and Other Consideratio...
January 14, 2025 CLE Live Webinar
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide attorneys with an in-depth analysis of the requirements and considerations involved when designing double trigger restricted stock unit (RSU) and stock option programs for private companies, as well as potential solutions to consider when stock options and double trigge... Read More

Mastering IRC 457(f): Guidance for ERISA Counsel in Structuring Deferred Compensation Plan...
September 25, 2024 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide employee benefits, ERISA counsel, and tax advisers with a thorough and practical guide to deferred compensation for nonprofit and exempt organization executives and employees. The panel will discuss critical tax rules impacting the structuring of deferred compensatio... Read More

Structuring Profits Interests as Incentive Compensation for Key Employees and Service Prov...
Distribution Threshold, Vesting, Company Repurchase Rights, 83(b) Election,...
August 6, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide attorneys and advisers on critical legal and tax considerations for granting profits interests to key employees and service providers. The panel will discuss critical issues regarding participation thresholds, vesting, repurchase rights, Section 83(b) election, rights of p... Read More

Employee Severance Agreements and Section 409A Deferred Compensation: Withstanding Heighte...
August 2, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

The CLE course will guide counsel on structuring employee severance or separation agreements to comply with Section 409A's deferred compensation restrictions. The panel will discuss best practices for performing compliance self audits and taking corrective action to remedy substantive or documentary... Read More

FTC Final Rule Banning Noncompete Provisions: Impact on Deferred Compensation Plans
Scope of the Final Rule, Use of Restrictive Covenants, Challenges for Emplo...
July 30, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide executive compensation and employee benefits counsel guidance on the impact of the recent FTC ban on noncompetes and next steps for amending and structuring compensation plans. The panel will discuss key provisions of the final rule impacting compensation structures, re... Read More

Structuring Employee Severance/Separation Arrangements: Revisiting Section 409A and Its Im...
March 14, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with guidance on structuring employee severance or separation agreements to comply with Section 409A's restrictions on deferred compensation. The panel will discuss key provisions of severance and separation agreements, application of Section 409A and available e... Read More

Executive Compensation Planning for Pre-IPO Companies: Considerations for Employee Benefit...
February 8, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits and corporate attorneys with an in-depth analysis of the challenges and planning considerations for executive compensation for a pre-IPO company. The panel will discuss long-term incentive plan design, shareholder considerations, IPO equity awards, cha... Read More

Executive Employment Agreements and Change in Control Arrangements
Structuring for M&A Transactions, Withstanding Shareholder Scrutiny, Avoidi...
January 18, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with guidance on structuring change in control (CIC) arrangements in executive employment agreements. The panel will discuss strategies for negotiating and drafting CIC agreements that minimize employee taxes and protect employer deductions while furthering compa... Read More

Designing Equity Compensation and Employment Agreements for Startup and Emerging Growth Co...
Drafting Confidentiality and Nondisclosure Provisions; Structuring Employee...
January 11, 2024 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide benefits counsel with guidance on structuring and negotiating equity compensation arrangements and employment agreements for startups and emerging growth companies. The panel will offer strategic approaches for using these vital tools to attract talent to build and grow... Read More

Structuring Deferred Compensation: Plan Options and Key Considerations for Employee Benefi...
Navigating Issuance and Vesting of Benefits, Payment Triggers, Administrati...
December 6, 2023 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel and advisers with a detailed review of the ERISA, IRS, and DOL regulations to consider in structuring deferred compensation plans. The panel will outline the existing regulations, critical considerations for 2023 and beyond, compliance strategie... Read More

Executive Compensation Current Issues: PvP Disclosures, Retention-Based Compensation, Claw...
September 20, 2023 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel a detailed analysis of current issues in structuring executive compensation arrangements. The panel will review the impact of recent regulations, pay-for-performance disclosures, challenges of retention-based compensation, clawback provisions,... Read More

409A Guidance on Nonqualified Deferred Compensation Plans: Compliance Strategies
Current Tax Law Challenges, Definition of Payment, Exemptions, Permitted Pa...
September 13, 2023 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel and advisers with a detailed review of the regulations under 409A. In addition, the panel will outline the existing 409A regulations, address lingering questions under tax reform, and review compliance/exemption strategies. Read More

Incorporating Restricted Stock Units in Long-Term Incentive Compensation Plans
Accelerating Equity Awards, Navigating Section 409A Restrictions, Tax Plann...
August 23, 2023 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

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... Read More

Executive Compensation Tax Issues in M&A: IRS Rules for Stock Options, Deferred and Equity...
August 1, 2023 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will offer advisers and counsel a review of the tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and impl... Read More

Structuring Equity Compensation for Partnerships and LLCs: Capital and Profits Interests,...
May 11, 2023 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will discuss tax consequences, advantages and disadvantages, design and structuring, and implementation considerations. The panel will also ex... Read More

Avoiding Nonqualified Plan Traps: Key Considerations for ERISA Counsel and Employers
Correcting 409A and 457(f) Errors, Proposed Income Inclusion Regulations, G...
March 23, 2023 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will guide benefits counsel and employers on critical challenges in designing and implementing nonqualified plans. The panel will discuss the application of Section 409A rules and correcting Section 457(f) errors, the implications of the "income inclusion" regulations, and issues st... Read More

Executive Compensation and the New SEC Dodd-Frank Clawback Rules: Key Considerations
March 1, 2023 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide an in-depth analysis of the new SEC Dodd-Frank clawback rules and challenges stemming from the new rules. The panel will discuss key requirements under the final clawback rules; the impact on incentive-based compensation, reporting, and disclosure requirements; executiv... Read More

Equity Grants to PEO Workers: Plan Design and Governance, Tax Implications, Foreign Employ...
November 16, 2022 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE webinar will provide employee benefits counsel with an overview of the legal and tax issues for equity grants to professional employer organization (PEO) workers. The panel will discuss essential plan design and governance issues, critical tax implications and restrictions, challenges for f... Read More

U.S. Golden Parachute Rules in International Transactions: Sections 280G and 4999, Strateg...
October 12, 2022 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will offer advisors and counsel a review of the tax implications of applying the U.S. golden parachute rules to cross-border transactions. Read More

Cryptocurrency in Employee Benefits and Executive Compensation Arrangements
August 17, 2022 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide executive compensation and corporate attorneys, and ERISA retirement plan fiduciaries, with an in-depth analysis of the challenges, risks, and planning considerations for providing compensation in cryptocurrency in executive compensation arrangements, and access to crypt... Read More

Structuring Employee Severance/Separation Arrangements: Revisiting Section 409A and Its Im...
December 8, 2021 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide counsel with guidance on structuring employee severance or separation agreements to comply with Section 409A's restrictions on deferred compensation. The panel will discuss key provisions of severance and separation agreements, application of Section 409A and available e... Read More

Executive Compensation Issues for Foreign Employees: Granting Incentives, Deferred Compens...
June 15, 2021 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide employee benefits counsel an in-depth analysis of key issues for structuring foreign employees' compensation plans. The panel will discuss designing cross-border employee compensation programs to maximize tax savings. The panel will also discuss compliance for foreig... Read More

Final Section 4960 Executive Compensation Excise Tax Regulations: Significant Changes for...
Grandfathering, Covered Employees, Timing Rules For Renumeration, Related G...
May 13, 2021 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA counsel and advisers an in-depth analysis of Final Section 4960 regulations on executive compensation rules and tax-exempt organizations' challenges. The panel will discuss the excise tax for certain organizations, aggregation rules, the 50 percent test for related... Read More

IRC 83(i) Election for Qualified Equity Grants: Deferral Opportunities for Stock Options a...
Determining 80% Employee Threshold, Mechanics of Election, Tax Treatment of...
November 19, 2020 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide tax advisers with a practical guide to the deferral benefits of Section 83(i) qualified equity grant election contained in the 2017 tax reform law. The panel will detail what constitutes a qualified grant of stock eligible for deferral treatment, discuss the mechanic... Read More

Executive Compensation for Tax Exempt Organizations: New 4960 Regs, Covered Employees, Don...
Navigating IRC Rules and Regulations in Structuring Compensation for Nonpro...
September 30, 2020 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA counsel and advisers an in-depth analysis of the executive compensation rules and challenges for tax exempt organizations. The panel will discuss key provisions of new IRS proposed regulations for Section 4960, determining covered employees, aggregation rules, and... Read More

Structuring Management Carve-Out Plans for Privately Held Corporations: Mechanics, Tax Obs...
Guidance for Employee Benefits Counsel on Private Company Liquidity Bonus P...
June 3, 2020 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide employee benefits counsel with guidance on the use of private company liquidity bonus plans to increase incentive and retain current employees. The panel will outline the mechanics of these compensatory arrangements, also known as carve-out plans, discuss strategic consi... Read More

Executive Compensation for Tax-Exempt Organizations: New 4960 Rules and IRS Notice 2019-09...
21% Excise Tax for Certain Organizations, Aggregation Rules, Excess Remuner...
August 20, 2019 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide ERISA counsel and advisers an in-depth analysis of the executive compensation rules and challenges for tax-exempt organizations. The panel will discuss the 21 percent excise tax for certain organizations, new Section 4960 regulations, IRS Notice 2019-09, aggregation... Read More

Structuring Equity Compensation for Partnerships and LLCs: Considerations After Tax Reform
February 5, 2019 CLE, CPE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will review the impact of the new tax reform, discuss tax consequences, advantages and disadvantages, design and structuring, and... Read More

Compensation Tax Issues in M&A: How IRS Rules Affecting Compensation Arrangements Can Impa...
January 8, 2019 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will offer advisers and counsel a review of the tax implications of executive and employee compensation in the context of a merger, acquisition, or sale of a business or business unit. The panel will provide best practices for counsel to avoid tax pitfalls in structuring and implemen... Read More

Executive Compensation Limitations: New IRS Section 162(m) Guidance and Key Planning Tips
Covered Employees, Grandfathering Rules for Certain Arrangements, Written B...
November 13, 2018 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide counsel on new limits on executive compensation stemming from recent IRS regulations expanding deduction limitations and related rules. The panel will discuss new IRS regulations on Section 162(m), the expanded definition of "covered employees," grandfathering rules for sp... Read More

Severance Plans and ERISA Compliance: Limiting Liability in Design and Implementation of S...
June 12, 2018 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will guide employee benefits counsel and advisers on practical methods and best practices in structuring severance plans in compliance with ERISA. The panel will discuss what makes a severance plan subject to ERISA, requirements to avoid penalties, Section 409A considerations, and th... Read More

Structuring Equity Compensation for Partnerships and LLCs; the New Tax Reform Law Consider...
January 30, 2018 CLE, CPE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide employee benefits counsel with an overview of the types of equity compensation arrangements available to partnerships and LLCs. The panel will review the impact of the new tax reform law passed in late 2017. The panel will discuss tax consequences, advantages and dis... Read More

Structuring Equity and Nonqualified Deferred Compensation: Achieving Tax and Legal Objecti...
November 9, 2017 CLE, CPE, EA CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford CPE+ Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE/CPE course will provide an overview of the statutory and regulatory rules and government guidance, and practical considerations, practice pointers and tips for structuring the compensation. They will describe the various types of equity and nonqualified deferred compensation commonly part o... Read More

Structuring and Negotiating Executive Compensation Packages: Addressing Pay, Severance, Re...
October 26, 2017 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide ERISA, compensation and HR counsel with strategies for structuring and negotiating executive employment agreements. The panelists will discuss considerations and best practices when drafting provisions regarding compensation, severance, restrictive covenants and other ke... Read More

SEC’s Pay Ratio Disclosure Rule for CEO and Median Employee Compensation
Data Gathering, Calculation Methodologies, Preparing for Heightened Stakeho...
October 10, 2017 CLE CLE On-Demand
This program is included with the Strafford CLE Pass. Click for more information.
This program is included with the Strafford All-Access Pass. Click for more information.

This CLE course will provide guidance to executive compensation, corporate counsel and SEC for preparing clients to comply with the SEC's new Pay Ratio Disclosure Final Rule, for compensation paid in fiscal years beginning Jan. 1, 2017. Most public companies will need to include this disclosure in t... Read More