Mastering Strategic Compensation Planning: A Comprehensive Guide for Tax Practitioners
Thursday, August 29, 2024
8:00am - 3:30pm (opens at 7:30 AM) EST
8Credits
Technical Business
Registration is Open
Members
$295.00 Regular Price
Non-Members
$395.00 Regular Price
Course Type: CPE Seminars
Course Code: 24/MAPGCPWS
Level: Basic
Vendor: Werner and Rocca Seminars, Ltd
Field of Study: Taxes
Overview:
Looking to expand your knowledge on compensation planning? This course is designed to give practitioners a comprehensive guide to understanding the tax and business ramifications of various compensation arrangements. With a focus on maximizing cost effectiveness and minimizing tax implications, you'll learn about the benefits and drawbacks of different compensation plans, including stock option and restricted stock plans, Section 125 plans, retirement plans, and more.Objectives:
Discuss the benefits and drawbacks of different compensation arrangements for tax and business purposes.Presenters:
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Arthur Joseph Werner
Read more about Arthur Joseph Werner here
Major Topics:
- Designing effective stock option and restricted stock plans
- How to provide company cars in a tax-effective manner
- Using a Section 125 plan for health insurance and other benefits
- Fringe benefits and employee loans
- Designing effective retirement plans, including defined benefit and defined contribution plans, 401(k) plans, SEPPs, SIMPLE plans, profit-sharing plans, and more
- Using life insurance and tax-deferred annuity plans in a qualified plan
- Designing and using an ESOP
Major Topics:
- Designing effective stock option and restricted stock plans
- How to provide company cars in a tax-effective manner
- Using a Section 125 plan for health insurance and other benefits
- Fringe benefits and employee loans
- Designing effective retirement plans, including defined benefit and defined contribution plans, 401(k) plans, SEPPs, SIMPLE plans, profit-sharing plans, and more
- Using life insurance and tax-deferred annuity plans in a qualified plan
- Designing and using an ESOP