Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 15th ed. - Softcover

Joseph S. Adams; Barbara Baksa; Daniel D. Coleman; Daniel Janich; David R. Johanson; Blair Jones; Kay Kemp; Scott Rodrick; Corey Rosen; Martin Staubus; Robin Struve; Dan Walter

Softcover

ISBN 10: 1938220463 ISBN 13: 9781938220463

Publisher: The National Center for Employee Ownership, 2017

Synopsis

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. This book/CD combination is an essential toolkit for everyone who needs to research or implement such plans. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, Deloitte & Touche, NASPP, and the National Center for Employee Ownership. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing format so you can easily edit and use them.

In the 15th edition, chapters 1, 2, 3, 4, 5, 6, and 7 have been revised and updated (as of late 2016) where needed. Additionally, every plan document included with the book was reviewed and then revised when necessary.

About this title

About the Author:

Joseph S. Adams is a partner at McDermott, Will & Emery LLP based in the firm's Chicago office. Barbara Baksa is the executive director of the National Association of Stock Plan Professionals (NASPP). Daniel Coleman is an associate partner with Aon Hewitt in Chicago, were he serves as the Midwest and Canadian market leader for the firm's equity-based compensation valuation practice. Daniel N. Janich is a principal in the Chicago office of the law firm Holifield Janich & Associates, PLLC. David R. Johanson is partner-in-charge of the Napa office of Hawkins Parnell Thackston & Young LLP. Blair Jones is a managing director at Semler Brossy Consulting Group, a compensation consulting firm. Kay Kemp is a professional advisor in the Employee Benefits, Compensation, Labor & Employment practice of McDermott Will & Emery LLP. Scott Rodrick is the director of publishing and information technology at the National Center for Employee Ownership (NCEO). Corey Rosen is the cofounder and former executive director of the NCEO. Martin Staubus is the executive director of the Beyster Institute at the Rady School of Management, University of California, San Diego, where he teaches in the MBA program and consults to a wide range of companies. Robin L. Struve is a partner in the tax department of Latham & Watkins LLP. Dan Walter, CEP, is the president and CEO of Performensation.

About this edition

• Publisher: The National Center for Employee Ownership
• Publication date: 2017
• ISBN 10: 1938220463
• ISBN 13: 9781938220463
• Binding: Perfect Paperback
• Number of pages: 326
• Editor: Scott Rodrick