Format: Online
Prerequisites: None
Level: Basic to Intermediate
CPE Credit: TBD
Price: Free to pilot testers
Course Description:
This course examines the various ideas, methods and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-qualified deferred compensation, benefit targeting, insurance programs, statutory fringe benefits, interest free loans, and investment planning are investigated. Effective pay plans essential to attract, motivate, and retain key people are described and evaluated. Consideration is given to indirect compensation in the form of business entertainment, expense accounts, auto use, travel and transportation. Equity participation is explored through stock sales, repurchase agreements, incentive stock options, ESOT’s, stock options and bonuses. The new field of professional services is probed to provide tax, financial and estate planning to the key executive.
Major Topics:
* Anti-Discrimination Rules * Deferral of Income
* Unreasonable Compensation * Retirement Plans
* Fringe Benefits * Deferred Compensation Plans
* Travel & Entertainment * Luxury Automobile Rules
* Insurance * Stock Participation
* Wills & Trusts * Payback Agreements
* Below Market Rate Loans * Income Splitting
* Employer Provided Autos * Reporting of Fringe Benefits
Prerequisites: None
Level: Basic to Intermediate
CPE Credit: TBD
Price: Free to pilot testers
Course Description:
This course examines the various ideas, methods and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses. Qualified and non-
Major Topics:
* Anti-
* Fringe Benefits * Deferred Compensation Plans
* Travel & Entertainment * Luxury Automobile Rules
* Insurance * Stock Participation
* Wills & Trusts * Payback Agreements
* Below Market Rate Loans * Income Splitting
* Employer Provided Autos * Reporting of Fringe Benefits
About the Author
Danny C. Santucci earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California. His legal career was initiated with the business and litigation firm of Edwards, Edwards and Ashton. Later he joined the Century City entertainment firm of Bushkin, Gaims, Gaines & Jonas working for many well known celebrities. In 1980, Danny established the law firm of Santucci, Potter and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning.
Danny has been an officer and active member in various organizations including the Glendale Bar Association, Century City Bar Association, Orange County and Los Angeles County Bar Associations, California State Bar Association, Toastmasters and Lions Club. He also avidly supports the American Association for the Advancement of Science. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court.
Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits. The author of 25 texts, Danny speaks to over 2,000 people per month and travels more than 150,000 miles annually. He is listed in "Who's Who in Creative Real Estate" and is admitted to the American Exchangor Hall of Fame.
This course has been updated and we are currently in need of pilot testers. You can receive free CPE credit for pilot testing this course.