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John Nersesian, CFP®, CIMA® and CPWA®

Head of Advisor Education, PIMCO

Masterclass 1: Executive Compensation Strategies: Potential Implications of Proposed Tax Law Changes

 

The proliferation of equity grants is evidence that employee stock compensation is thriving. At a time when markets are rising, firms are finding renewed interest in rewarding executives with equity compensation to help retain and motivate key employees. With tax changes on the horizon, financial advisors can help provide clients with essential guidance on grants and holdings of company shares. This session reviews planning considerations and strategies for advisors looking for ways to lessen the impact of proposed tax changes around equity compensation.

Participants will:


• Gain insight on planning considerations given key tax proposals


• Review strategies appropriate for clients with employee stock options (ESOs),       restricted stock and RSUs


• Learn comprehensive planning processes around concentration risk


• Identify practices to help attract and market to C-Suite executives

 

Biography

John Nersesian is head of advisor education for PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Previously, he was managing director of wealth management services for Nuveen Investments from 2000 to 2018. Before that, he was a first vice president at Merrill Lynch Private Client Group, where he was also a leader of advanced training for financial consultants. Mr. Nersesian served as a board member of the Investments & Wealth Institute (IWI, formerly IMCA) from 2006 to 2017, and as board chair for the 2014–2015 term. He is a faculty member for the IWI Certified Private Wealth Advisor® (CPWA®) and Certified Investment Management Analyst® (CIMA®) education programs held at Yale University and The University of Chicago. He has 36 years of investment and financial services experience and earned an undergraduate degree in business and economics from Lehigh University.