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Section 409A and Deferred Compensation: Compliance Strategies for January 1 Deadline
Course Description:
Are you prepared for the biggest change affecting executive compensation in years?
Documentary compliance with the final Section 409A regulations is required by January 1, 2009. Failure to comply with its strict guidelines could result in hefty penalties and significant federal income tax consequences for top executives and other key employees.
Year-end will be here faster than you think. With the January 1, 2009 deadline just a few months away, now’s the time to bring your plans and agreements into compliance with Section 409A.
Let CCM and our leading faculty experts show you how to identify the plans and agreements subject to Section 409A. In just 75 minutes, you’ll find out what you must do to ensure compliance by year-end, and you’ll specifically learn how to:
- Identify, review and revise the plans and agreements subject to Section 409A
- Recognize exceptions of certain arrangements from the 409A regulations
- Utilize transition period structuring opportunities
- Effectively prepare for extensive tax reporting obligations
- Utilize methods for correcting unintentional operational failures
- Coordinate compliance in the years to come
Featured Faculty:
Colleen Hart, Associate,
White & Case
As an Associate at White & Case, Ms. Hart provides counsel on a broad array of executive compensation and employee-benefit matters. She represents clients in the employee benefits aspects of mergers and acquisitions, financings and other types of transactions. She provides advice to clients on executive compensation, benefits and securities matters, including Section 409A compliance, compensation-related securities filings, "performance-based compensation" qualification, and "parachute payment" issues. Ms. Hart is responsible for drafting and negotiating various incentive compensation and executive compensation plans and documents including non-qualified deferred compensation plans, employment agreements, severance plans, stock option and other equity compensation plans and "rabbi trusts." Ms. Hart also provides counsel to clients on the design and implementation of their qualified retirement plans and welfare benefit plans.
Erica Schohn, Associate, Skadden, Arps, Slate, Meagher & Flom LLP
Erica Schohn is an associate in the Employee Benefits and Executive Compensation Group of Skadden, Arps. Ms Schohn’s practice focuses on executive compensation, employee benefits, mergers and acquisitions and corporate governance matters. She regularly advises major public companies on employee benefit and executive compensation arrangements in the context of mergers and acquisitions, public offerings, bankruptcy reorganizations and other corporate structurings.
Ms. Schohn also has advised numerous clients regarding tax planning with respect to the excise tax on excess parachute payments; the rules under Section 16 of the Securities Exchange Act of 1934 (particularly with respect to the effect of these rules on clients’various employee and executive benefit plans); the SEC rules governing executive compensation disclosure; and the tax rules relating to deferred compensation and to limits on the deductibility of executive compensation. Further, she has advised numerous large public companies and individual senior executives on the adoption, revision and negotiation of executive employment and severance agreements.
MONEY-BACK GUARANTEE:
We're so confident
you'll get what you want out of this conference that
we'll refund every penny if you're not completely
satisfied. No questions asked! It's 100% risk-free!
Pricing:
Item |
CCM Perferred Customer Price |
| CD and Event Materials |
$269.00 |
Unable to Attend? Order the CD!
Your CD recording includes the complete audio conference presentation, audience Q&A and presentation materials.
APPROVED FOR RECERTIFICATION CREDIT:
 |
HRCI - Receive
1.5 recertification credit hours toward PHR and SPHR
recertification through the Human Resource Certification
Institute (HRCI). For more information about certification
or recertification, please visit the HRCI homepage at www.hrci.org. |

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