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Session #4:
Equity Compensation and Stock Options - Private Company Issues/Other Equity Awards/Concentrated Stock/NUA

Date: Tuesday, February, 24 2026 03:00 PM

CE Eligible

Duration: 150 minutes

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Session 4 looks more specifically at private companies, including issues related to liquidity and valuation, exercise strategies such as early exercise/Section 83(b) considerations, double trigger RSUs and the application of QSBS treatment. Other less common types of equity awards will be discussed including SARs, phantom stock and profits interests. This section will wrap up with a discussion of NUA as a strategy for employer stock held in a qualified retirement plan.