Understanding Equity Incentives: From Legal Frameworks to Tax Implications
A review of the most common equity incentive programs for management and employees for private companies. Pros and cons of each, situations where each is appropriate.
Steven Bartz | Shareholder, Greenberg Traurig
Kurtis Dixon | Tax Partner, Weaver
Learning Objectives:
Audience will have a better idea of the types of equity incentive programs available, the main characteristics of each, pros and cons from a tax, legal and HR perspective, and learn the different types of corporate entities and employment situations where each is best used.
SCHEDULE
4:30 - 5:30 p.m. Check-in & Networking
5:30 - 6:20 p.m. Program | 1 CPE in Taxes
6:20 - 6:30 p.m. | Networking & Wrap-up
STRATEGIC INVESTORS
S+H Consulting
Greenberg Traurig
Weaver
USI
REGISTRATION
Registration deadline | Monday 9/22/25
Open to FEI Dallas members, and non-members with financial or executive roles in the private equity sector.
FEI Members – Register on this page.
Non-FEI Members including Strategic Investors – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE credit in Taxes via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some States boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Event Support
nancy.ehlers@feidallas.org