Do you still fondly remember the old days when boards of directors could easily set the stock option price for privately-held companies? Well, those days are gone, ever since the introduction of Section 409A of the tax code with its collection of new standards and large penalties.
In fact, ever since its introduction, we’ve written extensively about the complexity of Sec. 409A valuations here, here and here. Even all the way back in 2008, we asked the question “How hard have they made stock option valuation?”
The answer? Pretty hard. And it doesn’t seem to be getting any easier.
And that’s where we can help. Join us on Wednesday, June 6th at 2:00 p.m. ET as we present “Straight Talk on Sec. 409A Valuations: Getting It Right the First Time” which will offer best practices and strategies in pursuing and securing a 409A valuation for your organization.
Our expert panelists will review the framework of a Sec. 409A valuation and explain how to be prepared in advance, including:
- Why you should consider getting a 409A valuation and the tax, financial reporting and legal consequences of non-compliance.
- When is the right time to get your first valuation and how often you’ll need an update.
- What information you’ll need to provide to your valuation, legal and audit service providers.
- Common problems and pitfalls you will want to avoid.
- What do do if you are unsatisfied with your valuation.
Our speakers include:
- David Broadwin, Partner, Foley Hoag
- Channing Hamlet, Managing Director, Cabrillo Advisors
- Ed Sullivan, Audit Partner, KPMG
The conversation will be moderated by Gary Levine, CEO, Corporate Focus.
Have a question on 409A valuations that you’d like us to present to our panelists? Share it with us in the comments below and we’ll make sure that it’s asked live.