Closely Held Stock Options, Restricted Stock, Etc.

course

COURSE INFO

  • Presentation Date 8/10/2026
  • Next Class Time 11:00 AM MT
  • Duration 60 min.
  • Format Audio Webcast
  • Program Code 08102026
  • MCLE Credits 1 hour(s)


Course Price: $89.00

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COURSE DESCRIPTION

Navigate the complex world of equity compensation in privately held companies where traditional stock option concepts meet the unique challenges of illiquid securities and family business dynamics. This specialized program addresses the legal and tax considerations that govern employee ownership in closely held corporations. Master the techniques that align employee incentives with business success while managing complex valuation and liquidity constraints.

 

  • Structure stock option and restricted stock programs that motivate employees while preserving ownership control
  • Navigate Section 409A valuation requirements and tax compliance for closely held company equity compensation
  • Address liquidity and transferability restrictions affecting employee equity in private companies
  • Design vesting schedules and forfeiture provisions that balance employee retention with business flexibility