Lowenstein Sandler LLP

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Channel • 5 Shows

Business

Business

Updated May 19
Business

Business

Updated May 28
Careers

Careers

Updated Monthly
Business

Business

Updated Jan 22
Entrepreneurship

Entrepreneurship

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Jun 18

Sections 457(b) and 457(f): Designing Deferred Compensation Plans for Tax-Exempt and Governmental Employers

In this episode of Just Compensation, Megan Monson, Taryn E. Cannataro, and Zachary Bocian discuss Internal Revenue Code Sections 457(b) and 457(f), two deferred compensation vehicles available to tax-exempt organizations and state and local governments. The hosts detail who can sponsor these plans, how these plans work, when taxation occurs, and how Section 409A overlays with these rules. Be sure to check out our previous episode, "The Impact of 457A on Deferred Compensation from non-US Entities", to learn more about Internal Revenue Code Section 457A. Speakers: Megan Monson, Partner, Executive Compensation and Employee Benefits Taryn E. Cannataro, Counsel, Executive Compensation and Employee Benefits Zachary Bocian, Associate, Executive Compensation and Employee Benefits

Jun 18

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17 min
06/05/2025

Section 280G Unpacked: Pitfalls and Planning for Tech Startups

In this episode of Just Compensation, Megan Monson and Jessica I. Kriegsfeld talk to Anthony O. Pergola, Vice Chair of Lowenstein's Emerging Companies & Venture Capital practice group, about the complexities and challenges of Section 280G, a section of the Internal Revenue Code which can be implicated during company change-of-control transactions. The hosts discuss tips for navigating Section 280G and planning strategies to mitigate adverse tax consequences, emphasizing the importance of early preparation and clear communication throughout the M&A process. Refer to episode "Change of Control: Golden Parachute Rules in the Sale Process" for a more detailed overview of Section280G. Speakers: Megan Monson, Partner, Executive Compensation, Employment & Benefits Anthony O. Pergola, Partner, Vice Chair, Emerging Companies & Venture Capital Jessica Kriegsfeld, Associate, Executive Compensation, Employment & Benefits

06/05/2025

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24 min
May 19

Putting the Gratitude in GRATs—Understanding the Financial Planning and Psychological Effects of This and Other Tax Saving Ideas

In this episode of Splitting Heirs, host Warren K. Racusin invites Lowenstein partner Michael N. Gooen and Dr. Paul Hokemeyer, the founding principal of Drayson Mews, a mental health advisory firm that counsels wealthy individuals and families on mental health issues, to discuss the tax planning technique known as a grantor retained annuity trust ("GRAT"). The conversation explains the tax benefits of a GRAT, as well as the nuances required to successfully carry it out. The episode also analyzes the psychological effects first generation wealth and inherited fortunes can have if not planned for carefully. Speakers: Warren K. Racusin, Of Counsel, Trusts & Estates Michael N. Gooen, Partner, Trusts & Estates Dr. Paul Hokemeyer, (J.D., Ph.D.), Founder and Principal, Drayson Mews

May 19

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30 min
11/11/2021

Why is a 409A Valuation Important?

In this episode, Megan Monson, Christine Osvald-Mruz and Chandra Shih focus on the benefits of obtaining a Section 409A valuation for grants of stock options, practical tips relating to 409A valuations and option grants, and the ramifications for failing to grant options at fair market value with colleague. Speakers: Megan Monson, Counsel, Employee Benefits & Executive Compensation Christine Osvald-Mruz, Partner, Employee Benefits & Executive Compensation Chandra Shih, Partner, The Tech Group

11/11/2021

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23 min
04/07/2022

Change of Control: Golden Parachute Rules in the Sale Process

Darren Goodman, Megan Monson, and Taryn Cannataro provide a high-level overview of Section 280G issues that can arise when a private company considers selling (otherwise known as the golden parachute rules), including what individuals and companies are impacted by Section 280G, what type of payments need to be taken into account, and how to address Section 280G. Speakers: Darren Goodman, Partner, Employee Benefits & Executive Compensation Megan Monson, Partner, Employee Benefits & Executive Compensation Taryn Cannataro, Associate, Employee Benefits & Executive Compensation

04/07/2022

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17 min
Jun 25

Coffee Chats with WIN: Natalie Dallavalle

In this episode of Real Talk's "Coffee Chats with WIN," hosts Jessica I. Stewart and Lauren N. Russell chat with in-house commercial counsel at PSE&G--and former Lowenstein attorney-- Natalie Dallavalle about career pivots and changing goals. She shares her multiple pivots from private practice to in-house counsel, and from litigation to corporate law. She emphasizes that it's okay for your career goals to change and encourages young attorneys to do what is right for themselves, even if it strays from the status quo. Speakers: Jessica Stewart, Associate, Executive Compensation and Employee Benefits Lauren N. Russell, Associate, Emerging Companies and Venture Capital Natalie Dallavalle, Associate Counsel, Commercial, PSE&G

Jun 25

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26 min
01/13/2022

Common Equity Plan Pitfalls

In today's episode of "Just Compensation" Megan Monson and Taryn Cannataro will focus on common pitfalls that arise in the context of equity plans for corporations. The discussion brings awareness of common problems and how to navigate them. Speakers: Megan Monson, Partner, Employee Benefits & Executive Compensation Taryn Cannataro, Associate, Employee Benefits & Executive Compensation

01/13/2022

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19 min
05/16/2024

Deferred Compensation: A Primer on Section 409A of the Code and Why it Matters

On this episode of "Just Compensation," the hosts provide an introduction into Section 409A, the complicated tax code provision that governs non-qualified deferred compensation: when does it apply, how do you comply with it, what are the exceptions, and what are the implications of noncompliance? Speakers: Darren Goodman, Vice Chair, Executive Compensation and Employee Benefits Megan Monson, Partner, Employee Benefits & Executive Compensation Jessica Kriegsfeld, Associate, Executive Compensation and Employee Benefit

05/16/2024

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21 min
May 21

The Legal Launchpad: Making the Most of Your Summer Associate Experience

In this episode of Women's Initiative Network: Real Talk, Melissa Leidl, Lowenstein's Senior Manager of Entry Level Recruiting, joins host Alessandra M. Moore in the first edition of "The Legal Launchpad" a Real Talk subseries featuring candid conversations about careers in law, the legal profession, and what it takes to succeed. Leidl and Moore share expectations and advice for summer associates, emphasizing the importance of seizing all opportunities throughout the summer. Speakers: Alessandra M. Moore, Associate, White Collar Defense Group Melissa Leidl, Senior Manager of Entry Level Recruiting

May 21

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30 min
02/01/2024

Mass Arbitrations: Who Pays? Part II

Host Lynda A. Bennett, Chair of the Insurance Recovery practice at Lowenstein Sandler, welcomes back Freda L. Wolfson, Michael A. Kaplan, and Ruth Fong Zimmerman to continue their discussion on mass arbitration and mediation, taking a deep dive into what to do when a company is subject to a mass arbitration demand, or when a company has been asked to head off to a mass mediation. The panel emphasizes the importance of identifying the scope of valid claims early in the process and evaluating the exposure, particularly with respect to statutory claims. They also address how much information to share in negotiations, how to structure a settlement, and the role of insurance coverage for this emerging risk. Speakers: The Honorable Freda L. Wolfson (ret.), Partner and Chair, Alternative Dispute Resolution Lynda A. Bennett, Partner and Chair, Insurance Recovery Michael A. Kaplan, Partner, White Collar Criminal Defense Ruth Fong Zimmerman, Associate, Litigation

02/01/2024

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19 min

Welcome to Lowenstein’s podcast resource page, which provides easy, centralized access to all of our podcasts. Each presentation provides timely insights and information designed to help listeners understand and creatively solve today’s legal and business challenges. We encourage you to check this page periodically, as we will continue to update it with new material.

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Lowenstein Sandler LLP

Top Shows

Sections 457(b) and 457(f): Designing Deferred Compensation Plans for Tax-Exempt and Governmental Employers

Section 280G Unpacked: Pitfalls and Planning for Tech Startups

Putting the Gratitude in GRATs—Understanding the Financial Planning and Psychological Effects of This and Other Tax Saving Ideas

Why is a 409A Valuation Important?

Change of Control: Golden Parachute Rules in the Sale Process

Coffee Chats with WIN: Natalie Dallavalle

Common Equity Plan Pitfalls

Deferred Compensation: A Primer on Section 409A of the Code and Why it Matters

The Legal Launchpad: Making the Most of Your Summer Associate Experience

Mass Arbitrations: Who Pays? Part II

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