The Real Tax Efficiency of Compensation Vehicles: Hybrid or Hummer?

Professional development for Certified General Accountants and the business community

Professional Development

Degrees & Designations

Offers & Discounts

Competency Assessment

Back

Webcast

The Real Tax Efficiency of Compensation Vehicles: Hybrid or Hummer? — On Demand

Level: 2	CGA or Student Price: $129.00
Verifiable: Yes	Non-CGA Price: $169.00
CPD Hours: 2	Other Price: $139.00
Start Date: 01/01/2099	End Date: 01/01/2099
Duration: 1 hour 35 minutes

All prices in Canadian Dollars

Description

ON DEMAND WEBCAST

Buy Now, Watch Right Away (How to access)

Webcast description

If you've never looked at how far you go on a compensation dollar, you're probably not getting the mileage you should. This webcast will look at the full spectrum of employee compensation and analyze how the models compare.

Presenters Chris D'Iorio and Rick Schubert of PriceWaterhouseCoopers will focus on the tax efficiency and administrative complexity of compensation programs and analyze how they stack up from a business and employee perspective.

They’ll also challenge some assumptions concerning employee perceptions of value that influence compensation planning decisions.

Presenters:

Chris D'Iorio
Read more

Rick Schubert
Read more

This webcast will assist you to

understand key terms used in employee compensation
identify the main tax vehicles for delivering employee compensation
understand the relative position of compensation vehicles on the spectrum of tax efficiency and administrative complexity

Presentation outline

Introduction and Key Compensation Terminology
Tax Building Blocks

Basics of compensation taxation
Key misconceptions

Analyzing the Compensation Spectrum

The spectrum

Tax efficiency
Administrative complexity

Compensation vehicles and where they rank

Employee Value Perception

Measurement
Assumptions and effect on decision-making

Wrap-up, Q&A, and Virtual Wine Tasting

How to access your On Demand Webcast

Purchase this webcast using the blue button near the top right of the page.
Example:
After you complete your purchase, go to "MyPDNet," which you can access from the top menu.
Example:
Inside MyPDNet, you'll see all the products you've purchased. Click on the title of the webcast to begin watching it.
Example:
If you see this "Security Warning" box, please click No.
Example:
Your webcast will now begin. You can pause, rewind, and rewatch your webcast as much as you like until the webcast expires.

This webcast will be available to you for at least 90 days from the date of purchase.

(Back to webcast description)

System requirements

Internet Explorer 6 or later is required to view and hear the webcast. In order to access this webcast presentation, please test your system on the computer you will be using for the webcast. Be sure to click on "OK - Play Test" under Status in order to see and hear the video playing.

A screen shot of the "test your system" tool

If you require further information, go to our Help page or send an e-mail to PD Net Comments.

About the Author and/or Presenter

Chris D'Iorio, LLB, is a lawyer and Senior Manager in PricewaterhouseCoopers’ Human Resource Services practice, consulting primarily in the areas of deferred and equity compensation and employee benefits. Chris’ primary focus is assisting clients in the design and optimization of equity-based compensation programs. He also works with PwC clients in the design, implementation, and administration of both registered and executive pension plans.

Since his call to the Bar in 1995, Chris’s professional experience has included designing and implementing equity compensation plans, including stock option, share unit and restricted stock plans; designing and implementing pension plans (including registered plans and supplemental executive plans); and consulting on and implementing compliance with the Sarbanes-Oxley Act as it affects human resource processes. His past experience also includes private practice in the areas of employment and labour law.

Chris speaks regularly at client and industry conferences on the subject of equity compensation, and is the author of a chapter on the subject in the CCH publication entitled The Ultimate Corporate Counsel Guide.

Rick Schubert, LLB, CHRP, was, prior to arriving at PwC, a Partner in charge of Deferred Compensation at another Big 4 firm where he also worked extensively with the Pension and Benefits practices. Before that, Rick worked as a Pension and Benefits lawyer after spending five years as Vice President, Human Resources with a large unionized company. Rick began his career practicing employment and labour law in Toronto.

Rick's experience in the deferred compensation area includes the design and implementation of share purchase and option plans, share appreciation rights and phantom plans, retirement compensation arrangements and supplementary executive retirement plans, DPSPs and EPSPs, IPPs and GRRSPs. Rick also has extensive experience in pension surplus issues and reversions.

Rick has conducted numerous due diligence and post-acquisition integration projects in terms of the pension, benefits, compensation, and strategic HR elements of such exercises.

Rick obtained his LLB from the University of Western Ontario in 1980 and was called to the Ontario Bar in 1982. He is also a Certified Human Resources Professional having obtained this designation in 1988

Author Type: CGA-Canada

Competency Relevance

Links