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Executive and Deferred Compensation Arrangements

 
 
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Registration is Open
VSCPA Members
$79.00 Regular Registration
Non-members
$99.00 Regular Registration

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:

Traditional bonuses
Supplemental retirement plans
Stocks
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 otions 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.

Delivery Method: Self Study
CPE Credit: Specialized knowledge
Program Level: Intermediate

Related Events

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.