We’ve updated one of our most downloaded white papers from 2015 concerning the exquisite reality of phantom stock. It’s our mission to always keep you up-to-date. So, we invite you to download our 2020 edition, expressly for owners of private and closely held companies.
If you only remember these five valuable points, you’ll be ahead of most midsize company owners.
- Collaborate with executive benefit professionals early in consideration
- Determine a value formula for the stock and the amounts to issue
- Design the plan around your corporate objectives
- Fund the plan, set aside assets
- Secure the plan with a rabbi trust