Retaining Talent - Exploring Employee Compensation Plans
OL1221 | On Demand Course | Update | Self-Study
Description
Even in the age of automation, the most valuable resource any company has is its employees. Finding the right person who fits the skills needed for the job and the personality of the organization is a challenge, especially in a competitive market. Using examples and illustrative problems, this course will explore the structure and taxation of various types of employee compensation plans. It will also utilize surveys and statistics to explore the effects of various types of plans on employee retention.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Taxes |
Highlights
- Statistics and Surveys on Effective Employee Benefit Plans
- The Agency Problem and Performance Based Pay
- Taxation of Bonuses and Commissions
- Deferred Compensation Plans
- Incentive Stock Options and Non-Qualified Stock Options
- Restricted Stock Plans
- Phantom Stock Plans
Objectives
- State the agency problem and how it affects compensation decisions for employees.
- Describe the taxation of bonuses and various stock plans for both employers and employees.
- List key considerations when developing retirement plans for employees.
Notes
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Prices
- Member (Early Bird)
- $49.00
- Non-Member (Early Bird)
- $79.00
- Member
- $49.00
- Non-Member
- $79.00
Instructors
David Peters
David Peters is the founder and owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a financial advisor for Peters Financial, LLC. He has over 15 years of experience in financial services, including three years in the hedge fund industry and six years in the insurance industry.
David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He is a national CPE instructor/discussion leader for the AICPA, Kaplan, and Surgent, and he was a recipient of Surgent's Outstanding Discussion Leader award for 2019. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He is the advisor for business and industry topics for the South Carolina Association of CPAs and was a recipient of The American College of Financial Services' 2019 NextGen Financial Services Professional Award.
He holds four master's degrees and is currently pursuing his Ph.D. in financial planning. He contributes regularly to various CPA publications, including NCACPA's Interim Report, SCACPA's CPA Report, and VSCPA's Disclosures. He was also a co-author of the 2018, 2019, and 2020 versions of the Virginia CPA Ethics course – a required course for all CPAs licensed in the Commonwealth of Virginia. Registered Representative offering securities through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Adviser. Carroll Financial and Cetera Advisor Networks, LLC are under separate ownership and are not affiliated with any other named entity.
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