Dealing with Equity Awards when Employment Status Changes

Employment status may change at any time for a variety of reasons, including death, disability, retirement, leave of absence, transfer between entities, corporate restructuring or a change in control transaction. The panelists will explain how such changes can affect the taxation of equity awards and/or raise new or challenging regulatory compliance issues and provide real-world examples of different approaches companies take when dealing with changes in employment status and the advantages and disadvantages each.

Presenters

Nicole Calabro, National Partner, Global Equity Services, Baker McKenzie LLP

Victor Flores, Partner, Employment and Compensation Practice, Baker McKenzie LLP

Andrew Schwartz, Vice President, Executive Services, Computershare

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