Cannon Financial Institute
Vol. 3 Iss. 6 - June 2011 -

Planning Ideas - Gifts of Compensatory Stock Options

Many affluent and high net worth (HNW) clients receive a significant portion of their compensation in the form of compensatory stock options.


More Planning Ideas - Protecting Qualified Plan and IRA Assets from Claims of Creditors

Clients sometimes take it for granted that their qualified retirement plan and IRA assets are exempt from the claims of creditors.


Regulation & Compliance - Proposed Regulation on Incentive-Based Compensation

Inappropriate incentive-based compensation programs have been cited by some as a contributing cause to the “financial meltdown” of 2008.


Taxes - Compensatory Stock Options: A Longer View

Advisors tend to focus on the employee’s perspective when it comes to analyzing the advantages and disadvantages of compensatory stock options.



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