Wealth Planning and Executive Compensation Considerations

J.P. Morgan, Mintz Levin, and Andersen Tax

Event Info

  • Date:


  • Time:

    7:30 am - 9:00 am EST

  • Location:

    Boston, MA


Please join J.P. Morgan, Mintz Levin, and Andersen Tax for a discussion on the major compensation and wealth planning considerations individuals and companies face before and after a liquidity event.

Topics will include:

  • Applications of Section 1202 (Qualified Small Business Stock)
  • New federal tax legislation and its effect on the treatment of Non-Qualified Stock Options and Incentive Stock Options
  • Monetization strategies using 10b5-1 trading plans
  • State income tax planning
  • Estate and gift tax planning