Description
A true specialty for the personal financial planner, this CPE course explores the many compensation options available to executives and how these options can impact their personal financial plan.
Learning Objectives
Identify the form in which executive compensation is most often paid.
Recognize a contractual offer to a departing executive.
Determine when a restricted executive bonus arrangement is indicated, based on facts and circumstances.
Determine the correct method of split-dollar life insurance, based on facts and circumstances.
Recognize a restricted stock agreement.
Recall the differences between a qualified deferred compensation plan and a nonqualified deferred compensation plan.
Recognize elements of a salary continuation plan
Determine when an employer is able to take an income tax deduction for benefits provided by a rabbi trust.
Identify a nonqualified, non-elective top-hat plan that provides participants with deferred compensation benefits.