Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 12th ed.

Joseph S. Adams,Barbara Baksa,Daniel D. Coleman,Daniel Janich,David R. Johanson,Blair Jones,Kay Kemp,Scott Rodrick,Corey Rosen,Martin Staubus,Robin Struve,Dan Walter

ISBN 10: 1938220153 / ISBN 13: 9781938220159

Published by The National Center for Employee, 2014

About this Item

Seller Inventory # mon0003828346

Bibliographic Details

• Title: Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 12th ed.
• Publisher: The National Center for Employee
• Publication Date: 2014
• Language: English
• ISBN 10: 1938220153
• ISBN 13: 9781938220159
• Binding: perfect
• Condition: Good

About this title

Synopsis

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. This book/CD combination (formerly titled Beyond Stock Options) is an essential toolkit for everyone who needs to research or implement such plans. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, Deloitte & Touche, NASPP, and the NCEO. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing format so you can easily edit and use them. In the 12th edition, chapters 1 through 7 have been revised and updated (as of late 2013) where needed. Additionally, every plan document included with the book was reviewed and then revised when necessary.

About the Author

Joseph S. Adams is a partner at McDermott, Will & Emery LLP based in the firm's Chicago office. Barbara Baksa is the executive director of the National Association of Stock Plan Professionals (NASPP). Daniel D. Coleman is a senior manager in Deloitte Financial Advisory Service LLP's Valuation Practice, where he specializes in the valuation of complex debt, equity, and derivative securities. Daniel N. Janich is an officer of Greensfelder, Hemker & Gale, P.C. in Chicago. David Johanson is a partner with Jackson Lewis LLP, with offices in Napa and Los Angeles, California. Blair Jones is a managing principal at Semler Brossy Consulting Group, a compensation consulting firm. Kay Kemp is an associate director in the Compensation and Benefits Advisory Services practice of McDermott Will & Emery LLP. Scott Rodrick is the director of publishing and information technology at the National Center for Employee Ownership (NCEO). Corey Rosen is the cofounder and former executive director of the NCEO. Martin Staubus is the executive director of the Beyster Institute at the Rady School of Management, University of California, San Diego, where he teaches in the MBA program and consults to a wide range of companies. Robin L. Struve is a partner in the tax department of Latham & Watkins LLP. Dan Walter, CEP, is the president and CEO of Performensation.