Executive Compensation

SPECIAL REPORT: How the SECURE Act will Affect Your IRA’s and Retirement Plans

While offering certain incentives to enhance retirement savings, proposed legislation known as the SECURE Act (the “Act”) would severely limit the use of stretch IRAs and cause many individuals to amend their estate planning documents and retirement planning generally.

On the upside, the Act permits individuals to defer required minimum… Continue reading

Pre-Exit Planning Video 3-ESOPs and Impact of Sale on Employees

Please join Wayne M. Zell, Esq. for this 3rd of nine videos of Episode 4: Planning the Exit, which focuses on preparing to sell your business and special issues relating to employee stock ownership plans and the impact of the sale on your employees. Continue reading

Growing and Soaring Video 8-Compensation and Managing Growth

Please join Wayne M. Zell, Esq. for this 8th of eight videos of Episode 2: Growing and Soaring, which continues the discussion on compensation and focuses on how to manage growth. Continue reading

Growing and Soaring Video 7-Compensation and Incentives

Please join Wayne M. Zell, Esq. for this seventh of eight videos of Episode 2: Growing and Soaring, which focuses on compensating employees with cash and real and synthetic equity. Continue reading

New Blog Article on DOL’s New Proposed Overtime Rules

Please click here to check out this recent blog post by my partner, Tim McConville, regarding recent changes to increase the salary levels at which certain executives, professionals, and administrative employees must be paid to qualify as exempt from FLSA’s minimum wage and overtime provisions.


162 Bonus Plans Using Life Insurance

Listen to Wayne M. Zell, Esq. discuss in his latest Blueprint for Wealth podcast the benefits of using the popular non-qualified deferred compensation planning technique known as Section 162 Bonus Plans Using Life Insurance.

More on Phantom Stock Plans

Here is a brief summary of the trending topic of phantom stock plans.

Realities of Phantom Stock and SAR’s

In recent years, many of my clients have asked me to assist them in creating “synthetic equity” plans for their companies.  They offer these incentives in lieu of more traditional employee ownership structures, such as stock options, restricted stock or other “real” equity incentives.  In other words, the… Continue reading

Inherited IRA’s Not as Protected as Other Retirement Benefits

Adapted from the original article published in The Wealth Counselor on July 1, 2014

In a landmark, unanimous 9-0 decision handed down on June 12, 2014, the United States Supreme Court held that inherited IRAs are not “retirement funds” within the meaning of federal bankruptcy law. This means they are… Continue reading

Benefits of Phantom Stock

Wayne Zell discusses the benefits of phantom stock to incentivize key employees.



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