Employee Benefits Planning

Stock options, deferred compensation programs, retirement plans, income tax doctrine and other employee benefit programs and plans.

Here are the topics covered in the Employee Benefits Planning section:

  • Employee Benefits Planning: Stock Options, Stock Plans, and Deferred Compensation
  • Employee Stock Options
  • Stock option provisions
    • Company restrictions
    • Transferability
    • Exercise price
    • Vesting
    • Expiration
    • Cashless exercise
  • Incentive stock options (ISOs)
    • Income tax implications of ISOs (regular, AMT, basis)
    • Income tax implications upon grant of ISO
    • Income tax implications upon exercise if ISO
    • Income tax implications upon sale of ISO
    • ISO holding period requirements
    • ISO disqualifying dispositions
    • ISO planning oportunities and strategies
  • Non-qualified stock options (NSOs)
  • Income tax implications of NSOs (regular, AMT, basis)
    • Income tax implications upon grant of NSO
    • Income tax implications upon exercise of NSO
    • Income tax implications upon sale of NSO
    • NSO gifting opportunities
    • NSO unvested/vested
    • NSO exercised/unexercised
    • NSO gift tax valuation
    • Payment of gift tax on NSOs
    • NSO planning opportunities and strategies
    • NSO employee benefits analysis and application
    • Planning strategies for employees with both incentive stock options and non-qualified stock options
    • Election to include in gross income in the year of transfer (§83(b) election)
  • Stock plans
  • Stock plan types and basic provisions
    • Restricted stock
    • Phantom stock
    • Stock appreciation rights
    • Employee stock purchase plan (ESPP)
    • Income tax implications of stock plans
    • Employee benefit analysis and application
    • Election to include in gross income in the year of transfer for Stock Plans §83(b) election
  • Non-qualified deferred compensation
    • Basic provisions and features of non-qualified deferred compensation plans compared to qualified plans
  • Types of deferred compensation plans and applications
    • Salary reduction plans
    • Salary continuation plans
    • Rabbi trusts
    • Secular trusts
  • Income tax implications of deferred compensation plans
    • Constructive receipt
    • Substantial risk of forfeiture
    • Economic benefit doctrine
    • Deferred compensation funding methods
    • Deferred compensation strategies

Subscribe to the Show!

Click to subscribe to The Radical Personal Finance Podcast on iTunes

Click to subscribe to The Radical Personal Finance Podcast on Google Play.

iTunes Reviews

- Ddddc382

Episode 431. Are you serious? I heard a few episodes and was liking this podcast, but this episode l ...

- dom996

Not much information just a 30 something's useless musings. ...

- Kj 123321

Joshua rambles on a bit and shares his naive political views a little too often. When combining that ...

- jeffbarch

I've been listening for about 2 months. Josh has some amazing episodes. He also does a good job ...

- BK9092

I have enjoyed listening to the podcast. I think this is one of the best finance podcasts I've ...

- Pndsk

This podcast chooses a broad array of topics, goes into obsessive detail on some of them, and then n ...

- Poder_oso

I absolutely appreciate the information presented by the host Joshua Sheats. He is very smart and pr ...

- joeeslait

Joshua is a thoughtful and thorough podcaster. He puts out great shows that are unique, specific and ...

- d die jr

I have started with epsode 1 and currently on 38... wish i had more time in the day to listen. Great ...

- ShivKSeattle

I like this podcast because Joshua brings up well researched, diverse topics. His interviews are det ...

- adwyer0771

It's good ...

- sethlewis93

I recently began listening to Joshua's podcast and as a banker and financial nerd let me tell y ...

- Pete in Puglia

Joshua named this podcast deliberately: Radical, Personal, Finance. There are dozens of finance podc ...

- Triteen

Over the past few months with some effort and the help of this podcast I've been able to get on ...

- Brooke Craven

Joshua, host of Radical Personal Finance, highlights all aspects of investing and finance in this ca ...

- twilliam4055

I used to listen to this podcast on a fairly regular basis. The host seems to have gone off the rail ...

- phazeight

I listen to this on my communte to work, and it has taught me a lot about the modern financial world ...

- Funny & intelligent

I listen to radical personal finance every week. I love the financial advice and some of the radical ...

- Cooper4048

First off, I am a bit of a personal finance junkie, so keep that in mind here. I love this podcast! ...

Please understand that I will not be able to respond to every comment. RPF Community Guidelines.

Submit a Comment

Your email address will not be published. Required fields are marked *

Pin It on Pinterest