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Advanced Executive Compensation Strategies With Derek Jess (EP.139)

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Manage episode 400881370 series 3280613
Konten disediakan oleh Peter Lazaroff. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Peter Lazaroff atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.

Listen now and learn:

  • Key strategies for deferred compensation plans
  • Advanced strategies for exercising stock options
  • The important nuances of establishing a 10b5-1 plan

Be sure to also check out last week’s episode with Derek about Equity Compensation Strategies: Everything You Need to Know.

[02:00] Advanced Deferred Compensation Planning Strategies

[11:35] Advanced Strategies for Exercising Stock Options

[16:20] Understanding AMT Planning for Incentive Stock Options

[21:25] The Importance of Setting a 10b5-1 Plan

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

  continue reading

141 episode

Artwork
iconBagikan
 
Manage episode 400881370 series 3280613
Konten disediakan oleh Peter Lazaroff. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Peter Lazaroff atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

The conversation continues with Derek Jess, Senior Wealth Manager and Shareholder at Plancorp, who returns to delve deeper into executive compensation planning strategies.

Listen now and learn:

  • Key strategies for deferred compensation plans
  • Advanced strategies for exercising stock options
  • The important nuances of establishing a 10b5-1 plan

Be sure to also check out last week’s episode with Derek about Equity Compensation Strategies: Everything You Need to Know.

[02:00] Advanced Deferred Compensation Planning Strategies

[11:35] Advanced Strategies for Exercising Stock Options

[16:20] Understanding AMT Planning for Incentive Stock Options

[21:25] The Importance of Setting a 10b5-1 Plan

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

  continue reading

141 episode

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