This presentation from Alvarez & Marsal Tax and LLC will address the recent developments with Internal Revenue Code section 162(m).
UBS Financial Services, Inc.
7250 Dallas Parkway
Legacy Tower-- Ground Floor
Plano, TX 75024
Registration 8:00 am to 8:30 am
Presentation 8:30 am to 9:30 am
Join Dallas NASPP for our January meeting, presented by Alvarez & Marsal Tax and LLC. This presentation that will address the recent developments with Internal Revenue Code section 162(m). Key concepts addressed will be initial IRS guidance related to covered employees and the grandfather rule, potential impacts to performance-based incentive programs, and long-term incentive design considerations.
Rob Casburn is a Senior Director with Alvarez & Marsal’s Executive Compensation Practice. Rob 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. Rob is a Certified Public Accountant.
Vance Yudell is a Senior Associate 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 and a member of WorldatWork.