CLE Course Details

How to Structure Employment Agreements and Employee Equity Offerings to Avoid Section 409A Tax Traps

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Price: $55
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  • Description
    Almost any agreement, arrangement or program for the deferral of compensation for employees or service providers is effected by Section 409A of the tax code. This CLE course will provide a comprehensive overview of Section 409A and its primary provisions. The course will also explain the framework for structuring a stock option as well as ensure compliance for phantom equity plans and agreements related to employment and severance.
  • Instructor Bio

    David Schulder

    David Schulder works closely with clients to structure transactions to achieve the most favorable tax results. His practice encompasses all aspects of federal, state, local and international taxation, with an emphasis on onshore and offshore investment funds, venture capital transactions, corporate acquisitions, financial instruments and real estate acquisitions and dispositions.


    Michele Gibbs Itri

    Michele K. Gibbs works closely with clients to structure transactions to achieve that most favorable tax results. Her practice encompasses all aspects of federal, state, local and international taxation, with an emphasis on onshore and offshore investment funds, venture capital transactions, corporate acquisitions, financial instruments and real estate acquisitions and dispositions.

    Financial Services Matters: Michele assists clients in the structuring of onshore and offshore investment funds (such as general equity funds, fund of funds, distressed debt funds, arbitrage funds and global macro funds).

    Corporate Matters: Michele assists clients in the structuring and organization of private partnerships and limited liability companies (primarily investment management and real estate management companies and start-ups).


    Lynn Sommer

    Lynn Sommer has more than 15 years of valuation and transaction advisory service experience with both public and private companies, providing fairness and solvency opinions, strategic alternatives analyses, and valuations for a variety of purposes including tax and financial reporting.

    Prior to joining Cabrillo Advisors, Ms. Sommer’s valuation and advisory experience spanned the Big 4 and Houlihan Lokey. In addition, she was most recently a Senior Director at Alvarez & Marsal in New York, where she was an integral senior member of the firm’s transaction opinion services practice.

    Ms. Sommer earned a Bachelor’s Degree in Business Administration in Economics from Colgate University and an MBA in Finance and Accounting from New York University’s Stern School of Business. Ms. Sommer is a frequent speaker on valuation topics and has chaired several committees for and served on the Board of Directors of the Association for Corporate Growth in Los Angeles.