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Dallas Chapter Monthly Event: U.S. Tax Reform – Updates to 162(m) & Current Market Transition

February 13, 2020

11:00-1:30pm


Event Contact

Fred Constantinesco
5136380498
nasppdallas@gmail.com
 
Join the Dallas Chapter of NASPP and Alvarez & Marsal’s Executive Compensation Practice as they address the recent developments with Internal Revenue Code section 162(m) and more!

Speaker Information

J.D. Ivy Bio
 

  • J.D. Ivy is a Managing Director with Alvarez & Marsal’s Executive Compensation Practice.  J.D. provides advice to clients on executive compensation matters, including issues related to golden parachute rules, stock options, restricted stock, deferred compensation, the one million dollar deduction limitation, and global compensation strategies.  He assists with the review and design of both equity and non-equity based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation.  He also has significant experience analyzing and developing key employee incentive programs (KEIPs) and key employee retention programs (KERPs) for companies in bankruptcy. J.D. is a Certified Public Accountant and a Certified Compensation Professional (CCP) through WorldatWork..
 
Vance Yudell Bio
 
  • Vance Yudell is a Director with Alvarez & Marsal’s Executive Compensation Practice.  Vance provides advice to corporate clients for executive compensation matters, including issues related to stock options, restricted stock, non-qualified retirement plans and deferred compensation.  Mr. Yudell partners with clients to navigate issues to improve key human resource practices, provides customized compensation and benefits solutions from executives to broad-based employees, pay structure design, organizational analyses, performance management, and job analysis. He has led project teams through the short- and long-term incentive design process and provided background and expertise when structuring market comparator groups. He also has significant experience analyzing and developing key employee incentive programs (KEIPs) and key employee retention programs (KERPs) for companies in bankruptcy. Vance is a Certified Executive Compensation Professional (CECP) through WorldatWork.

Event Details

Join the Dallas Chapter of NASPP and Alvarez & Marsal’s Executive Compensation Practice as they address the recent developments with Internal Revenue Code section 162(m).  Key concepts addressed will be the recent IRS proposed regulations related to covered employees and the grandfather rule, potential impacts to performance-based incentive programs, and long-term incentive design considerations.

 
Registration & Lunch: 11:00 am to 12:30
Presentation: 12:30 pm to 1:30 pm

Location: Federal Reserve Building 
2200 North Pearl Street 
Dallas, TX 75201


J.D. Ivy Bio
 
  • J.D. Ivy is a Managing Director with Alvarez & Marsal’s Executive Compensation Practice.  J.D. provides advice to clients on executive compensation matters, including issues related to golden parachute rules, stock options, restricted stock, deferred compensation, the one million dollar deduction limitation, and global compensation strategies.  He assists with the review and design of both equity and non-equity based compensation programs, performing market analyses to align compensation with a company’s business strategies, and evaluating the tax and accounting ramifications of compensation.  He also has significant experience analyzing and developing key employee incentive programs (KEIPs) and key employee retention programs (KERPs) for companies in bankruptcy. J.D. is a Certified Public Accountant and a Certified Compensation Professional (CCP) through WorldatWork..
 
Vance Yudell Bio
 
  • Vance Yudell is a Director with Alvarez & Marsal’s Executive Compensation Practice.  Vance provides advice to corporate clients for executive compensation matters, including issues related to stock options, restricted stock, non-qualified retirement plans and deferred compensation.  Mr. Yudell partners with clients to navigate issues to improve key human resource practices, provides customized compensation and benefits solutions from executives to broad-based employees, pay structure design, organizational analyses, performance management, and job analysis. He has led project teams through the short- and long-term incentive design process and provided background and expertise when structuring market comparator groups. He also has significant experience analyzing and developing key employee incentive programs (KEIPs) and key employee retention programs (KERPs) for companies in bankruptcy. Vance is a Certified Executive Compensation Professional (CECP) through WorldatWork.

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Join Dallas NASPP for their 8th Annual Southwest Round Up Event.

 

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