Deferring taxation on restricted stock awards, nonqualified stock options and cash awards

Article Abstract:

Companies can help employees defer taxation on compensation through stock-based compensation. A number of companies choose stock-based compensation to augment cash compensation and are given to employees as rewards or incentives. Stocks may come in nonqualified stock options (NQSO) or in incentive stock options (ISO). The NQSO is taxed based on ordinary income tax rates while the ISO is taxed upon sale at the capital gains rate. The NQSO may be shifted into a nonqualified deferred compensation scheme to put off taxation on profits at a later time.

author: Longnecker, Brent M., Jiacomin, Danielle, King, Cara
Pension Funds & Benefit Plans, Pension Funds, Retirement Benefits, Management, Taxation, Pensions, Deferred compensation

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA

Taxation of military retirement benefits

Article Abstract:

The imposition by the Kansas state of income tax on military retirement benefits and the exemption of state and local government retirement benefits from similar taxation is a form of discriminatory taxation. The Supreme Court unanimously decided that Kansas violated the law against discriminatory taxation of a federal employee based on the source of the pay. The Court also held that military retiree benefits should not be differentiated from state and local retirement benefits and that military retirement benefits are reduced pay.

Interpretation and construction, Tax law, Cases, Laws, regulations and rules, United States. Supreme Court, Kansas

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA

Separation anxiety: will you lose touch with employees by outsourcing?

Article Abstract:

Many employers are apprehensive about adopting the outsourcing concept for employee benefits, primarily because of its perceived effect on employer-employee communication. Contrary to such concerns, outsourcing brings communication obligations as well as opportunities to employers. In fact, a new type of strategic employee communication is instituted when the outsourcing concept is introduced. Outsourcing benefits administration gives rise to more opportunities for continuing employee communication.

author: Rhodes, Wendy
Employee Benefits & Services, Employee Benefits Management Svcs, Third Party Administration of Insurance and Pension Funds, Analysis, Human resource management, Labor relations, Employee benefits, Outsourcing, Organizational communication, Employee benefits management services

User Contributions:

Comment about this article or add new information about this topic:

CAPTCHA


subjects list: Retirement benefits
This website is not affiliated with document authors or copyright owners. This page is provided for informational purposes only. Unintentional errors are possible.