Course ID: PGCP

A Tax Practitioner’s Guide to Compensation Planning

Compensation planning is a critical issue in the operation of any business, especially to the executive and/or business owner. How a compensation plan is designed and arranged makes a considerable difference in tax implications and ultimate cost effectiveness. This course covers the tax and business ramifications of various compensation arrangements.

Learning Objectives

Recognize a comprehensive guide to tax and business compensation arrangements for the practitioner.

Major Topics
  • A total understanding of new legislation
  • A total understanding of the Supreme Court rulings regarding same-sex marriage
  • Estate Tax issues and planning techniques
  • Gift Tax issues and planning techniques
  • Generation-Skipping issues and planning techniques
  • Other tax and non-tax issues and planning techniques
  • Step-up in basis issues

Who Should Attend

CPAs, finance professionals, financial planners

Fields of Study



Werner-Rocca Seminars LTD

CPE Credits


This course is available for your group as:


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