Logo
    Search

    Halloween and the phantom menace | Episode 219

    enOctober 26, 2022

    About this Episode

    Well, a phantom stock plan isn't really a menace at all, but it sounds scary and it's Halloween season, so there you go. 

    In reality, a phantom stock plan can potentially be a great way to compensate certain employees. In our Halloween special, our experts break it all down. 

    Recent Episodes from Trust Us We're Professionals

    RMDs (Required Minimum Distributions) -- it's tricky

    RMDs (Required Minimum Distributions) -- it's tricky

    Run-DMC, an iconic musical group, best described RMDs (Required Minimum Distributions) in the song "It's Tricky." If you feel like you understand hip-hop lyrics better than you understand what kinds of taxes you will have to pay on the retirement savings that you put away, check this out.

    Our professionals bring clarity to what you should do to prepare for the fact that tax deferred is not deferred indefinitely.

    Festivus from Seinfeld and conflicts-of-interest | Episode 223

    Festivus from Seinfeld and conflicts-of-interest | Episode 223

    A conflict-of-interest can look a lot of different ways....it's not always as simple as "having a lot of problems with you people". When handled properly, however, they can also be easily navigated...without any feats of strength. 

    In our latest, our experts break down conflicts-of-interest without yelling....Frank Constanza would not approve.