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

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