Lunch & Learn: The Equity Enigma: Understanding Equity Incentives and Their Implications

As a startup technology company, you know equity incentives are a great way to motivate and reward your employees. You’re considering stock options, but what are the tax implications? How will giving away stock options or other equity incentives affect your company and your employees? You need to be able to answer these questions, so that you know exactly what you’re giving away and your employees know exactly what they’re receiving – and why it’s good for both the company and its employees.
At our Oct. 25 lunch and learn, HA&W’s Charles Webb, partner and Jason Bierly, manager, in the Technology & Biosciences group will answer these questions and more. Join us there, and you’ll learn about:

• The different types of equity incentives, including stock options, and what they are
• The tax implications of equity incentives
• The ramifications for your business and your employees

Lunch will be provided from Fellini’s Pizza.
About the Speakers

Charles Webb is a partner in HA&W’s Technology &; Biosciences and International Services groups. He has more than 25 years of experience providing tax planning, tax compliance and strategic analysis to his clients. Charles is adept at serving the needs of startups and other emerging companies. He has been an entrepreneur himself and understands firsthand the needs and challenges growing companies face. He has previously run a technology-focused practice, and he brings his wealth of industry experience to HA&W’s technology clients.

Jason Bierly is a manager at HA&W. He has more than five years of public accounting experience providing tax compliance and consulting services to privately held companies. He works with companies ranging from pre-revenue startups to companies worth over $500 million in revenue, providing them with tax expertise and advice on topics ranging from tax credits to business tax structuring. Jason’s clients include technology & biosciences, manufacturing and service companies. His focus in technology & biosciences consists primarily of payment processing and prepaid technology companies.