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Executive and Deferred Compensation Arrangements

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21 / S-90205
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Member Price
$79.00 Regular Registration
Your Price
$99.00 Regular Registration
Designed For:

CPAs and financial planners with basic knowledge of personal financial planning, and an interest in risk management and insurance.

Executive and equity compensation plans generally form the foundation of the personal financial plans of executives and key employees. A true specialty for the personal financial planner, executive compensation planning requires a mastery of several subject areas, allowing the executive to navigate through a myriad of compensation options, including:

Traditional bonuses
Supplemental retirement plans
Stocks
Other pseudo ownership incentives
In this audiovisual CPE course, Tom Tillery will explain the various types of employment agreements and compensation arrangements, as well as their income tax implications, for your clients. This course explores these compensation choices and reviews how each option can affect the client's personal financial plan.

Finally, this course looks 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

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by AICPA.

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.