updated: March 4, 2008
Boston Bar Association        
   

Nonqualified Deferred Compensation under Code Section 409A: What Transactional Lawyers Need to Know

Tuesday, February 12, 2008
4:00 p.m. – 7:00 p.m.


Sponsored by: Tax Law Section

This program will provide attendees with timely and practical information on how to comply with the rules governing non-qualified deferred compensation arrangements under Code Section 409A.  Geared toward corporate, employment and transactional attorneys, as well as tax practitioners, this program will focus on the application of Section 409A to "every day" situations arising in transactional practice. 

Topics covered will include:

  • The application of Section 409A to various forms of equity-based executive compensation
    • "phantom" stock
    • stock appreciation rights
    • stock options
  • severance payments upon termination of employment
  • Compensation payable in connection with "change of control" transactions such as stock sales, asset sales and mergers

Don't miss this opportunity to get the most up-to-date information on how to deal with Section 409A issues that arise in a surprisingly broad range of common transactions!

Panelists

Helen H. Morrison
Attorney Advisor, Office of Benefits Tax Counsel
U.S. Department of the Treasury

Sarah A. Rana, Esq.

Director, Mergers & Acquisitions Tax Planning
Covidien

Amy A. Null, Esq.
Wilmer Cutler Pickering Hale and Dorr LLP

Steven P. Eichel, Esq.
Choate Hall & Stewart LLP

Alden J. Bianchi, Esq.
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

James L. Hauser, Esq.
Brown Rudnick Berlack Israels LLP 

David Rauktys
Venture Advisors

Loretta R. Richard, Esq.
Ropes & Gray LLP

Other panelists to be announced.


Program Prices

$120 - BBA members
$155 - Non-Members
$85 - BBA Sponsoring Section Member
$65 - BBA Member Legal Services/Government Lawyer
$25 - Law Student



 


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