Suggest a Flowchart or Checklist
checklists and flowcharts on executive compensation and their taxation: NQSOs, ISOs, ESPPs, etc
This would be great, especially when considering deferred compensation trade-offs (more Soc Sec is taxable, etc.)
Timeline and decisions points required after employees are awarded RSUs, vest, redeem, and taxation of the units over the full lifecycle.
Even a checklist that helps a client see the differences between an Executive Bonus plan, Deferred Compensation and various Split Dollar plans would be helpful. The type of business structure (C Corp or pass-through entities) and the continuity of a business will affect the decision between various plans.
Exec. compensation strategies, ESOP plans, Carried Interest for PE and VC clientele.. would be awesome!
"Restricted Stock Units (RSU)" (suggested by Rodney on 2019-02-19), including upvotes (1) and comments (0), was merged into this suggestion.
Some flowcharts on the ins-and-outs of equity compensation would be great. There is a ton of basic info that's searchable, but it's mostly the same, basic, regurgitated info and never in quick summary form. A few good flowcharts for equity covering types, taxation, and tips would be helpful.
"Flowcharts for equity comp issues: ESPP, RS, RSU, ISO, NQSO, SAR" (suggested by Greg on 2020-06-05), including upvotes (1) and comments (0), was merged into this suggestion.
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