Overview

Many of our public and private companies grant equity compensation awards to executives, directors, and other employees or service providers to give them an ownership interest and to attract and retain talent. We work with our clients to help them achieve their objectives in making these grants. We help with the tax and legal compliance for the following:

  • Restricted stock
  • Restricted stock units (RSU)
  • Stock options
  • Stock appreciation rights (SAR) and phantom stock plans
  • Performance awards
  • Capital interest
  • Profits interest
  • Long-term incentive plans (LTIP)

Team

News & Resources

Publications

  • Paperwork Reduction in Action: New Online ACA Reporting | Missing Participant Benefits (Might) Find a Home in State Unclaimed Property Fund | Clarifying Guidance on the Gag Clause Prohibition
  • Texas Court Says Hold 'Em When it Comes to ESG Investing | Good Things Come to Those Who Wait: DOL Expands Self-Correction Program to Cover Late Contributions | J&J Holds On as Plaintiffs' Standing Falls
  • Supreme Court Upends Chevron Defense | Ask and Ye Shall Receive (Plan Documents) | FTC Sounds the Alarm Over PBM Practices
  • SECURE 2.0 Implementation Guidance Wrap-Up

Blogs

Blog Posts

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