Advanced Executive Compensation Strategies With Derek Jess (EP.139)
The Long Term Investor · Peter Lazaroff
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Show Notes
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
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