Category: 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…

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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…

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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…

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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.…

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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…

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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…

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More on Phantom Stock Plans

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

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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…

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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…

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Benefits of Phantom Stock

Wayne Zell discusses the benefits of phantom stock to incentivize key employees. /wp-content/uploads/2013/08/Benefits-of-Phantom-Stock.mp3 Podcast: Play in new window | Download | Embed

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