This CPE course covers executive and equity compensation plans which form the foundation for the personal financial plans of executives and key employees. A true specialty for the personal financial planner, executive compensation planning requires a mastery of the subject areas to navigate the executive through a myriad of compensation options, including these:
Supplemental retirement plans
Other pseudo ownership incentives
As a personal financial planner, you should have familiarity with the various types of employment agreements and compensation arrangements, as well as the income tax implications to your clients. This course explores these compensation choices and reviews how each options can impact the client’s personal financial plan.
Finally, this course takes a look at deferred compensation, a challenging area of personal financial planning. Once you complete this course, you will have an awareness of the regulatory doctrines and prohibitions to provide your clients with reasoned advice in this critical planning area.
Format: Voiceover PowerPoint, Audio
Executive Compensation Plans
Equity Compensation Plans
CPAs and financial planners with basic knowledge of, and interest in, personal financial planning.