Speaker, Tom Bondi, Managing Partner, TCBondi CPA Inc - (bio below)
　
Topic:　 What you should be aware of re Stock Options, Equity, Why QSBS Matters to you
　
Part I – Stock Options:

• Stock Options – General awareness of ISOs, NSOs, RSUs * RSA

• For Private Companies, considerations for the size of the Pool and effect on dilution

Part II – Equity Plans

• For Private Companies · considerations for Board Members

• Taking care of key hires, what might the Grant look like

• When should you allow Company-Financed RSAs

• Company offering of Employees’ awareness, by offering Stock Education Workshop (not offering investment nor tax advise)

Part III – Qualified Small Business Stock (IRC Section 1202)

• What are the basics to be aware of

• Why should the Company care when it’s an individual shareholder election or treatment

• Does a partnership or LLC conversion affect the treatment

• What occurs upon a reorganization or merger when there is a rollover

• Should there be reassessments, how often

Part IV – Other Planning Issues for Your Awareness:

• Analysis for Support
  ·　　　　　　　　 Ownership Dilution Planning
  ·　　　　　　　　 Term Sheet Negotiations & Issues
  ·　　　　　　　　 General Tax Planning to Plan for Cash Requirements
  ·　　　　　　　　 Exit Planning & when to begin Planning
  ·　　　　　　　　 Stock Sale v Asset Sale considerations

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