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The term "executive benefits" is an umbrella term for non-qualified arrangements that are made between the business and certain executives. These plans are not provided to all the employees in the business. The government tells us that these types of non-qualified arrangements may only be provided to the highly compensated or select group of management.
Course objectives:
- Common types of Executive Benefits
- How Executive Benefits work
- Accounting for Executive Benefits
- Taxation of Executive Benefits
Della, FL
"Webinars always provide ideas and information I am not aware of and instructors are eager to help you later. Instructors provide their contact information."
CHRISTINE, CA
"Ellen is so informative on this topic. It is a great way to fund retirement without using annuities,"
Lisa, TX
"Yes I enjoyed it tremendously - This was a new area for me and learned somethings I didn't know."
andrew, CA
"This is a very good presentation and Carolynn is very articulate"
Kathy, WA
"Enjoyed this webinar and the presentation by the speaker"
James, IL
"Excellent webinar... very useful for so many clients!"
Catherine, OH
"Great examples used in this presentation."
Paul, IN
"A good topic to discuss with my clients"
Ellen Lehmert, JD
National Life Group
Director of Advanced Sales
elehmert@nationallife.com
(800) 732-8939
Throughout her 30 years of experience in Advanced Sales, Ellen has had the privilege of working with and learning from some of the finest planners, attorneys and accountants in the field today. A former business owner, Ellen was in private practice as the principal owner of both an Advanced Planning Consulting Firm and a Law Practice that specialized in business and estate planning. Ellen has specialized in the design of business succession and non-qualified benefit plans for business owners and wealth transfer designs for high net worth clients.
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