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Financial Advisor November 2005 Richard Huttner	Section 409A Can Really Hurt Some Clients Are your financial advisory clients at risk from tax penalties on deferred comp plans?
The Motley Fool February 4, 2005 Roy Lewis	Understanding Your W-2 Form The author offers explanations to make your tax-filing experience a little easier.
The Motley Fool November 1, 2004 Dayana Yochim	How to Shop on the Clock Doctors' bills? Disability insurance? Company stock? Put it on the boss's tab.
The Motley Fool May 21, 2009 Dan Caplinger	The Money Trap You're Better Off Without Don't put your retirement savings in the wrong place.
The Motley Fool December 20, 2005 Dayana Yochim	Shop on the Clock Why pay for things like doctors' bills, disability insurance, and baby-sitting if your boss is willing to pick up the tab? How to milk your employer for every last penny that is rightfully yours.
OCC Bulletin February 11, 2004	Deferred Compensation Agreement Accounting This "Interagency Advisory on Accounting for Deferred Compensation Agreements and Bank-Owned Life Insurance" is to provide guidance on the appropriate accounting treatment for deferred compensation agreements that banks enter into with employees.
Registered Rep. October 1, 2002 William A. Jacobson	Deferred Compensation. Whose Money Is It? Deferred compensation plans offer incentives or income tax deferral while motivating the employee to remain at the company. However, the Citigroup Capital Accumulation Plan is facing legal challenges from class action suits in several states.
BusinessWeek June 4, 2009 Amy Feldman	Should You Defer Compensation? Higher income taxes and economic uncertainty make it harder to decide when to defer. Here are some guidelines.
Investment Advisor December 2007 Melanie Waddell	Deadline Looms for AMT Fix With a deadline to fix the Alternative Minimum Tax by year-end fast approaching, Congress is in a mad dash to find alternative sources of revenue to plug the hole that would be created if 25 million taxpayers were saved from the AMT.
Investment Advisor June 2007 David Juliano	A Win-Win Retirement Plan Nonqualified benefit plans are great opportunities for executives who have maximized their qualified plan contributions. These benefit plans are also attractive recruiting and retention tools for employers.
The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: Planning Stock options can be beneficial to both employees and their employers. Once you get the gist of how stock options work, you can then turn to the question of how to integrate them into your financial plan.
Registered Rep. October 1, 2005 John Churchill	I Gotta Get Paid According to a 2005 study, revenue at independent financial advisory firms grew by 25% on average in 2004.
Registered Rep. May 27, 2015 Megan Leonhardt	Can Deferred Pay Buy Long-Term Loyalty? With the level of retention deals falling, firms are turning more to deferred compensation as a means to keep advisors in their seats. But is it a short-sighted solution?
Financial Planning October 1, 2010 Jones & Luscombe	The Tax Forecast Washington watchers share their sense of what's ahead for your client's taxes - and your clients and your own.
CFO July 1, 2003 Ronald Fink	Pigging Out? Special retirement plans for top executives are becoming a target for other stakeholders.
The Motley Fool February 8, 2007 Dan Caplinger	Make the Most of Stock Options: The Basics Stock options can give employees of successful companies a huge incentive to work hard toward building shareholder value. Options can be a valuable part of compensation, but you have to manage them well.
The Motley Fool February 16, 2007 Roy Lewis	Missing Your W-2 Form? Here's what to do if your W-2 hasn't arrived yet.
Entrepreneur December 2003 Joan Szabo	For a Limited Time Want to take advantage of the cut in dividend taxes? You'll need to strike while the iron's hot.
HBS Working Knowledge April 25, 2005	Negotiating What You're Worth Should you be the first to mention money? What is your main goal in negotiating a salary raise? How do you prepare for negotiation obstacles? A negotiation expert gives tips in this article from the Harvard Management Communication Letter.
Financial Advisor September 2009 David Lawrence	Costly Mistakes As financial advisors create their own team practices or go independent and set up independent RIA firms, one of the biggest challenges they face is designing a compensation plan for themselves and those who work with them and for them.
National Defense January 2010 Moorhouse & Connolly	Navigating Murky Executive Compensation Rules Executive compensation scrutiny is not new in the defense industry.
Entrepreneur June 2010 Rosalind Resnick	A Better Plan for Not Working Start early to set the best course for retirement -- no matter how far off it may seem.
The Motley Fool August 28, 2008 Dan Caplinger	When Your Stock Options Are Underwater For employees who get paid in part through stock options, stagnant and falling share values mean a big pay cut.
Investment Advisor April 2006 Tere D'Amato	The Tax Advisor: Solving the 419 Plan Puzzle The 419 welfare benefit plan is a tax planning technique currently experiencing an evolution. Knowing its history and what is different today will help you make better recommendations to your clients.
Investment Advisor November 2006 Mark Tibergien	Just Rewards While compensation plays an important role in driving performance of individuals and the business, it's also important for financial advisors to recognize that money is not an adequate substitute for active management.
The Motley Fool October 5, 2005 Tom Taulli	Small Business, Big Nest Egg Small-business owners have many retirement-plan options, for themselves and their employees. But retirement plans are far from simple. Which one is right?
On Wall Street November 1, 2010 Patrick Temple-West	Playing The Pay Game Four former FINRA officials, who left the agency in 2008, each received between $2.74 million and $4.43 million in reportable compensation and benefits that year, according to the latest form that the nonprofit self-regulator filed with the IRS.
The Motley Fool March 14, 2011 Selena Maranjian	7 Things You Don't Know About Taxes The right moves could mean the difference between money wasted and money saved.
Registered Rep. January 1, 2005 Robert S. Bernstein	Annuity Alternatives Planners now have a powerful alternative to offer clients who desire to fund deferred-compensation plans on a tax-efficient basis, but who do not want to use variable life insurance policies and annuities.
Financial Advisor May 2004 Marla Brill	Employee Stock Options Planning Remains Confusing Advisors must contend with potentially complex tax and retirement issues
Financial Advisor May 2005 Paul M. League	Benefiting From ERISA Exclusions allow retirement and health benefits for small business owners and key managers.
Managed Care October 2005	Salary Slowdown Reported for Specialists Compensation growth for specialists fell behind that of primary care physicians in 2004 for the first time in several years, according to a survey.
AskMen.com Brantley Oakey	Money Matters To Resolve Before Year's End Take these four financial steps before the New Year to make sure you're getting the most out of your money and reducing your taxes for 2008.
IndustryWeek March 1, 2004 Traci Purdum	Rethinking Compensation Heightened scrutiny and changing demographics will alter the makeup of wages-and-benefits packages for executives and laborers. Is your company ready?
AFP eWire June 19, 2013 Dennis Walsh	Guidelines to Ensure Your Nonprofit Isn't Next on the IRS's List It is important for those charged with governance of exempt organizations to consider stakeholder perspectives in determining executive pay levels and the peril that may result when oversight doesn't meet public expectations.
The Motley Fool September 7, 2006 Dan Caplinger	Be the Boss Had enough of working for the Man? Know what you're getting yourself into. It's easy to decide that you want to make a change in your life. It's a lot harder, however, to figure out the best way to make that change.
Knowledge@Wharton	Re-examining Stock Options as a Way to Compensate Executives Now that an underperforming stock market and the excesses of Enron have focused new attention on the use and abuse of stock options as a way to incentivize senior managers, what changes, if any, should companies make in their design of compensation packages?
On Wall Street April 1, 2011 Susan L. Hartman	Tax Tips For This Year And Next Tax-aware advisors are preparing to counsel investors on everything, from the short-term nature of tax breaks, to maximizing cash flows and retirement plan distribution planning.
Financial Advisor December 2005 Jeffrey H. Rattiner	The Small Business Retirement Choice Depending on the needs of the business owner, many options are available. The way to proceed is to make sure that the appropriate selection of a plan(s) is dependent upon the client's objectives.
Job Journal August 17, 2008 Lindsey Novak	Career Pros: The Facts About Firings Employer rules and employee rights regarding terminations.
Financial Advisor April 2007 Rebecca Pomering	The Eat-What-You-Kill Model For advisory firms, the eat-what-you-kill, production-based compensation model inevitably promotes personal development of business and thus implicitly undermines teamwork, integration and sharing of clients, ideas and knowledge.
IndustryWeek April 1, 2009 Jonathan Katz	How to Play Fair Pay Clarification on what the Lilly Ledbetter Fair Pay Act means and how manufacturers can protect themselves from future claims.
Real Estate Portfolio Jul/Aug 2006 Portal & Hilzenrath	New SEC Proposed Guidelines to Give Investors a Clear View at Executive Compensation REITs should conduct a thorough review of current compensation policies and practices and evaluate them in light of the new disclosure proposals. For some REITs, a complete overhaul of the compensation program may be necessary.
National Defense January 2011 Stafford & Stapleton	New Executive Pay Rules Go Into Effect The comment period recently ended for an interim rule, "Reporting Executive Compensation and First-Tier Subcontract Awards," which implements the Federal Funding Accountability and Transparency Act.
Managed Care September 2004	Four Physician Specialties Report Double-Digit Gains Cardiologists, dermatologists, gastroenterologists, and pathologists in particular, enjoyed the largest increases in compensation in 2003.
BusinessWeek February 24, 2011 Moore & Harper	Bank Pay Rules Won't Tame Wall Street Experts say proposed pay rules aren't likely to discourage recklessness on Wall Street because holding periods are too short.
Commercial Investment Real Estate Nov/Dec 2006 McCready et al.	A PAT Answer Upon the sale of highly appreciated commercial real estate assets, investors must decide whether to pay the capital gains taxes that are due or use a method to defer the taxes. Private annuity trusts offer one approach to tax deferral.
Registered Rep. July 9, 2003 David A. Gaffen	Score One For Smith Barney In Cap Plan Hearings A superior court judge in California has ruled for Smith Barney in a case related to a deferred compensation plan that has been the subject of several lawsuits from brokers who formerly worked for the firm. The court said the CAP is not unlawful and does not violate labor laws.
The Motley Fool February 19, 2010 Dan Caplinger	Take Your Options and Run Exercising stock options now might be the smart move, because of tax consequences.
The Motley Fool May 11, 2006 Jim Mueller	Audible, Where's the Money? The reported loss wasn't as bad as it seemed for the spoken word content leader, but investors are still waiting.