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

- brentflog

Title says it all. Listened to theDaniel Crosby episode and I think the host talked more than the gu ...

- stego_my_eggo

Joshua, your show has been a huge help to me in my pursuit of financial independence. I love what yo ...

- New to Fairhope

Appreciated your insights into personal safety and the cost/benefit ratio. Better safe than sorry... ...

- Minty1975

I can't get enough of this podcast. It makes my commute to and from my W2 a little less hateful ...

- No.BS.

This guys honestly likes to just talk and talk. He doesn't say much and the density of informat ...

- Ruha in Alabama

Joshua is empowering listeners with an extremely authoritative position accompanied by a millennial, ...

- Songpopperz

The Good: interesting topics with a unique perspective. Almost that of an outsiders view on finance. ...

- Frannie1453

This is a great podcast for those who are extremely intellectually curious and want technical unders ...

- BobFlushingMIUSA

Joshua is very experienced and well informed. He covers topics that others don't and he has a u ...

- studmuffin1111

provides alternatives to mainstream issues across all ranges of financial topics. ...

- reminds me of my Prius

I find Joshua's podcast (RPF) totally helpful on more than a financial front. What I mean is: J ...

- Jon yo

Joshua provides great content and has the ability to bridge the gap between the typical consumer and ...

- aconn003

Useful financial information given at a digestible pace. After each episode, I can actually remember ...

- Benjamin Grossbaum

Great Podcast! Topics are covered in depth and are very informative. Very interesting content produc ...

- GomezLovesAgain

While asking the all-knowing google (small G) for a podcast on finances over a year and a half ago, ...

- Jonesmatr

The best way to learn about a wide range of finance topics. Joshua is very knowledgeable, and does a ...

- Futurepawn

Awesome podcast. Very inspirational. Helps keep me on track to financial independence. ...

- TypicalMillenial

I've been following Joshua for more than a year now, and RPF must be my favorite podcast. I lov ...

- Sarahs637

So informative. Joshua explores conventional & some off the wall approaches to finances. He ofte ...

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