Beyond Stock Options - Phantom Stock, Restricted Stock, Stock Appreciation Rights, and Other Equity Alternatives

Business & Money

Joseph S. Adams

Personal Finance

National Center for Employee Ownership

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. This book/CD combination is an essential toolkit for everyone who needs to research or implement such plans. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, Deloitte & Touche, NASPP, and the NCEO. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing formats (Microsoft Word and Rich Text Format) so you can easily edit and use them. In the 11th edition, chapters 1 through 4 and 7 have been revised and updated (as of late 2012) where needed. Additionally, every plan document included on the CD was updated except for the stock purchase agreement and the non-electronic administration version of the stock-settled SAR award.

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 11th ed.

Corey Rosen

Barbara Baksa

Daniel D. Coleman

Daniel Janich

David R. Johanson

Blair Jones

Kay Kemp

Scott Rodrick

Martin Staubus

Robin Struve

Dan Walter

The National Center for Employee Ownership

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. This book/CD combination (formerly titled Beyond Stock Options) is an essential toolkit for everyone who needs to research or implement such plans. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, Deloitte &amp; Touche, NASPP, and the NCEO. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing format so you can easily edit and use them. In the 13th edition, chapters 1 through 7 have been revised and updated (as of late 2014) where needed. Chapter 8 did not require any changes. Additionally, every plan document included with the book was reviewed and then revised when necessary.

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 13th ed.

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. This book/CD combination is an essential toolkit for everyone who needs to research or implement such plans. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, Deloitte &amp; Touche, NASPP, and the National Center for Employee Ownership. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing format so you can easily edit and use them. In the 14th edition, chapters 2, 3, 4, and 7 have been revised and updated (as of late 2015) where needed. Additionally, every plan document included with the book was reviewed and then revised when necessary.

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 14th ed.

For many companies, stock options, ESPPs, or ESOPs are not the only stock plans to consider. Instead, restricted stock awards, restricted stock units, phantom stock, stock appreciation rights (SARs), performance awards, and/or direct stock purchases are an essential part of their compensation strategies. This book/CD combination is an essential toolkit for everyone who needs to research or implement such plans. The book includes eight chapters on what the plan alternatives are, how they work, how to combine them, and the legal and accounting issues they raise. The authors include leading authorities from law firms, Deloitte &amp; Touche, NASPP, and the National Center for Employee Ownership. The book also includes a CD with set of model plan documents, most of them annotated, prepared by law firms. The plan documents are included in word processing format so you can easily edit and use them. 
 In the 15th edition, chapters 1, 2, 3, 4, 5, 6, and 7 have been revised and updated (as of late 2016) where needed. Additionally, every plan document included with the book was reviewed and then revised when necessary.

Equity Alternatives: Restricted Stock, Performance Awards, Phantom Stock, SARs, and More, 15th ed.

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