Speaking Engagements

Equity Investments by Plan Investors, Equity Compensation Programs for Partnerships and LLCs, Deferred Compensation Issues and IRC Section 409A

37th Annual Conference on Securities Regulation and Business Law

Gardere Partner T. Mark Edwards will be presenting at the 37th Annual Conference on Securities Regulation and Business Law. During the presentation titled "ERISA Basics and Tax Considerations in Three Areas Important to Corporate Lawyers," Mr. Edwards will cover: (1) What attorneys need to know when representing companies seeking equity capital from self-directed IRAs and benefit plan investors subject to ERISA? (2) How does one structure equity-based incentive compensation in LLCs and partnerships to ensure tax advantages are available to both the company and key employee? and (3) What common employer-employee compensation arrangements are subject to IRC Section 409A, and how does one structure such arrangements to avoid potential large penalties to the key employee (and possibly to the employer)?

The 37th Annual Conference on Securities Regulation and Business Law, which will take place at the Cityplace Conference Center in Dallas on Feb. 12-13, is a two-day program featuring comprehensive discussions on relevant topics for those representing or working for public or private companies on business, financial and governance matters.

CLE credit will be provided. Additional information and registration options can be accessed here.

The publications contained in this site do not constitute legal advice. Legal advice can only be given with knowledge of the client's specific facts. By putting these publications on our website we do not intend to create a lawyer-client relationship with the user. Materials may not reflect the most current legal developments, verdicts or settlements. This information should in no way be taken as an indication of future results.

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.


AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.

back to top