Dealing with Equity Awards when Employment Status Changes

Employment status may change at any time for a variety of reasons, including death, disability, retirement, leave of absence, transfer between entities, corporate restructuring or a change in control transaction. The panelists will explain how such changes can affect the taxation of equity awards and/or raise new or challenging regulatory compliance issues and provide real-world examples of different approaches companies take when dealing with changes in employment status and the advantages and disadvantages each.

​Presenters:

Nicole Calabro​
National Partner, Global Equity Services, Baker McKenzie LLP

Victor Flores
Partner, Employment and Compensation Practice,  Baker McKenzie LLP

Andrew Schwartz
Vice President, Executive Services, Computershare