Executive Taxation

Many organizations must determine the fine line of what is best/competitive/legal. For instance, should we give leadership/executive teams cars, tax planning, personal travel, or other fringe benefits versus just compensation?

Because of these complex issues, it has become critical for payroll professionals to understand special payment and or deductions that executive teams could be receiving – as well as the tax implications of such benefits.

This training session provides a detailed review of executive payments and/or deductions - plus the best methods to handle the taxation of such payments.

Learning Objectives:

• Overview of company car and taxation methods
• Details of aircraft usage for personal reasons versus business
• Different types of reimbursements such as insurance premiums, personal travel, tax planning and preparation fees, etc.
• Relocation taxation and the distance test
• Review of stock options, incentive stock options, restricted stock, etc.
• Bonuses: how they should be taxed
• How deferred compensation plans work for executive
• Termination pay options for executives
• Year end reporting concerns - and what to watch out for

About Your Speaker:

Dayna Reum, CPP, FPC, is a payroll professional with over 15 years experience in both teaching and handling payroll.

Ms. Reum holds both a Certified Payroll Professional and a Fundamental Payroll Certification designation, and is a frequent presenter on various payroll topics. Dayna has worked for companies such as PetSmart, Honeywell, and the American Payroll Association.

Dayna also serves on the National American Payroll Association on the national Strategic Leadership Task Force, has received a Citation of Merit and is a Gold Pin member of the APA. She is certified in HR hiring and firing practices, and is a Six-Sigma Greenbelt.

HRCI Credits

This program has been approved for 1.5 re-certification credit hours for HRCI's PHR and SPHR designations through the HR Certification Institute. For more information about certification or re-certification, please visit the HR Certification Institute website at hrci.org. The use of this seal is not an endorsement by HRCI of the quality of the program. It means that this program has met HRCIs criteria to be pre-approved for re-certification credit.

SHRM Professional Development Credits

This program is valid for 1.5 Professional Development Credits (PDCs) for the SHRM-CP or SHRM-SCP designations. For more information about certification or re-certification, please visit shrmcertification.org.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand version, as shown in the pricing options below.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.