Tax Issues and Planning Considerations for U.S. Executives: Pitfalls to Avoid and Best Practices for Tax Counsel
Deferred Compensation, Doctrine of Constructive Receipt, Section 83, Tax Consequences of Equity Compensation, Deductibility Rules
A live 90-minute premium CLE/CPE video webinar with interactive Q&A
This CLE/CPE webinar will provide tax professionals and attorneys guidance on critical tax issues and available planning techniques for U.S. executives. The panel will discuss income tax rules applicable to U.S. citizens, resident and nonresident aliens, application of Section 409A and Section 83, tax implications when the U.S. executive's employer is based in a tax haven, and issues stemming from equity awards and profits interests. The panel will also offer effective tax planning strategies aimed at minimizing adverse tax consequences of executive compensation.
- Applicable tax rules to consider for U.S. executives
- Types of executive compensation options and alternatives for U.S. executives
- Planning considerations under current tax law
- Reporting and compliance challenges
- Best practices to avoid unfavorable tax treatment
The panel will review these and other key issues:
- Tax challenges for U.S. executives and available planning strategies
- Tax considerations for capital interest versus profits interest as equity compensation
- Different tax planning methods based on the type of executive compensation options
- Application of Section 83 and unvested interests
- Section 409A and compensatory grants of equity interests
- Best practices and critical considerations for U.S. executive compensation
David M. Lehn
Mr. Lehn is a partner in the private client and tax team. He has extensive experience in federal and state income,... | Read More
Mr. Lehn is a partner in the private client and tax team. He has extensive experience in federal and state income, estate and gift taxation. With his wide range of business and financial knowledge, clients look to him to apply his experience to structure complex business transactions and relationships and solve a variety of business-oriented problems while utilizing the benefits of trust, estate and tax planning. His clients include investors, entrepreneurs, senior level executives, family offices and fund managers and principals. His practice includes structuring investments and acquisitions, asset protection and preservation, and trust and estate planning.Close
to be announced.
Cannot Attend April 4?
You may pre-order a recording to listen at your convenience. Recordings are available 48 hours after the webinar. CPE credit is not available on recordings. Strafford will process CLE credit for one person on each recording. All formats include course handouts.