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Tax planning for executive and board compensation may take several forms. From cash to other deferred and equity arrangements, tax consequences have proven to be complex when it comes to board compensation. Join Scott Peterson, Jane Panatopoulos, and Richard Giddens of Moss Adams to discuss why smart tax planning is critical for directors and senior executives. Become an expert in board compensation strategic tax planning and find a mutually beneficial result for both the board and the business.
Carol is an experienced public company board leader, board and audit committee chair, and is highly skilled in corporate governance, including board refreshment, strategic alternatives and M&A for growth and highly regulated companies. She is a Board Leadership Fellow (NACD) and sits on the boards of the University of MD Medical Center and Trusty Care. Following an IPO and after nomination to board chair, she led the board through acquisitions that doubled the size of the company, followed by a merger with a larger company. A qualified “financial expert”, she is an accomplished healthcare CFO with a track record of achieving profitability through growth, highly successful turnarounds and M&A. She is known as an energetic, collaborative leader and a quick learner in both organizational and board settings. In 2006, Carol launched BottomLine Growth Strategies, Inc., a growth advisory firm helping CEOs of privately held companies to transform enterprise value through best practice financial and operations strategies. Carol is a graduate of Loyola University in MD (MBA) and Towson University (BS Business), is a Board Leadership Fellow (NACD), and a Certified Public Accountant.
Scott has practiced public accounting since 2009. He focuses on the tax aspects of estate planning, including gift planning and trust taxation, to help his clients achieve their financial goals and manage their tax liabilities efficiently. His clients include individuals, families, and closely held businesses. Scott works with founders, executives, and entrepreneurs advising on equity compensation, employment agreements, pre and post transaction planning, qualified small business stock, and philanthropic planning.
Jane began her career in public accounting in 2015, when she joined Moss Adams. At Moss Adams, Jane focuses on serving high net worth individuals with tax compliance, tax planning and stock option compensation issues. Her clients range from individuals in tech, executives, investment partnerships and privately held corporations, mostly in the technology sector. At Moss Adams, Jane is also a Co-leader for the Silicon Valley office Forum W Committee, which focuses on recruiting, growing, retaining and advancing talented women within the firm.
Richard Giddens started his career in public accounting in 2013. Prior to joining Moss Adams, he served large privately-held businesses, high net worth individuals, and families at PricewaterhouseCoopers. As a member of Moss Adams’ Private Client Advisory team, Richard continues to provide tax planning, consulting, and compliance services for a variety of clients from different industries including high-tech, real estate and agriculture. He regularly assists executives and directors with stock-based compensation issues and structuring large transactions to achieve tax efficiencies.
Tax Implications of Board Compensation
Wed, Oct 27 @ 9:00am PT (1 hr)
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