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

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.