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

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

Advanced Executive Compensation Strategies With Derek Jess (EP.139)