RSUs for Private Companies
About This Meeting
This presentation will be an in-depth discussion of the use of Restricted Stock Unit (RSU) awards by private companies including the pros, cons, and best practices. This presentation will also include a discussion of the unique tax issues that arise for private companies.
- Learn how RSUs differ from stock options and restricted stock awards;
- Learn the tax treatment of RSUs and best practices for paying taxes when stock is not publicly traded; and
- Learn the advantages (and disadvantages) of deferred RSUs.
This Webinar has already taken place. It is available as a free replay in the members-only area of this site.
From Our Equity Compensation Webinar Series
- Each one-hour Webinar features an experienced authority in the field discussing current equity compensation topics relevant to both private and public companies.
- Discuss current administrative and other issues with fellow practitioners without leaving your office!
- Free for NCEO members
Have you been looking for a way to network and gain continuing education hours? Why not attend the NCEO's equity compensation Webinars? In response to question and comments from practitioners all over the U.S., the NCEO has developed these online seminars to focus on equity compensation plan design, administration, and compliance. Each session is designed to allow participants to ask questions, share ideas, and gain CEP, CPE, or HRCI continuing education credit hours. The Webinars take place 1-2 times per month for one hour (1 continuing education unit per hour) and discuss a hot topic in the industry.
This replay was recorded on October 22, 2014.
| RSUs for Private Companies |
Christopher G. Guldberg and Michael J. Poland, Baker & McKenzie LLP
Christopher G. Guldberg
Baker & McKenzie LLP
Christopher G. Guldberg has been practicing in the employee benefits and executive compensation areas since 1992 and is senior member of the Firm's benefits practice. Mr. Guldberg advises on a wide range of benefits issues including design, implementation, operation and termination of tax-qualified retirement plans and welfare benefit plans. He assists with all aspects of regulatory compliance associated with employee benefit plans and regularly advises clients on ERISA's fiduciary and prohibited transactions provisions. Mr. Guldberg has substantial experience drafting and advising on executive and incentive compensation arrangements such as employment agreements, equity-based compensation plans and nonqualified deferred compensation plans, including advising on the operation of Code Sections 409A (nonqualified deferred compensation), 162(m) (USD1 million limit on compensation) and 280G (change in control). Mr. Guldberg also advises employers on employee benefits and executive compensation matters in domestic and international mergers and acquisitions and the benefits transition and integration issues associated with such transactions.
Baker & McKenzie LLP
Michael Poland is an attorney in Baker & McKenzie's North America executive compensation and employee benefits practice group. He routinely advises companies on various executive compensation and employee benefits matters, as well as employee benefit aspects of mergers and acquisitions. Michael advises clients on the design, implementation and operation of tax-qualified retirement plans, welfare benefit plans and nonqualified plans. He assists clients with all aspects of regulatory compliance with the Internal Revenue Code, ERISA and COBRA. Additionally, he advises clients on ERISA's fiduciary and prohibited transactions provisions. Michael also represents clients in plan qualification and other issues related to the IRS.