This session, featuring Lowenstein's Lesley P. Adamo and Darren Goodman, will discuss the tax treatment of forward purchase agreements on pre-IPO stock that have become a popular liquidity instrument for startup employees with options on private company stock. We will discuss the different models of forward purchase agreements commonly used, the tax consequences for both the investor and employee, and issues implicated when the issuer is foreign.

Speakers:

  • Lesley P. Adamo, Partner; Vice Chair, Tax, Lowenstein Sandler LLP
  • Darren Goodman, Partner, Lowenstein Sandler LLP

Time: 11:25 a.m. - 12:15 p.m. ET

Location: The Conference Center, 130 E 59th St, New York, NY 10022

*Disclaimer: This event is open to the public but requires a registration fee.