This module discusses the more common forms of compensation and incentives that are available to help attract, reward, and retain key employees. The investment issues related to these compensation packages are unique and present interesting planning opportunities for the investment professional. Inherent in all of these forms of compensation are tax implications, which must be carefully considered in achieving the desired result for both employee and employer.

Author: Craig Kinnunen, MS, CFP®

Craig Kinnunen, MS, CFP®is an associate professor at the College for Financial Planning. Prior to joining the College, Craig enjoyed a long and successful career in personal financial planning and wealth management. Craig’s enthusiasm for financial planning extends beyond the classroom, as he also spends time providing pro bono financial education and individual financial counseling to members of the Colorado National Guard. Craig earned a bachelor of science degree in accounting from Northern Michigan University and followed that up with a master of science degree in finance from the University of Colorado in Denver. You can contact Craig at

Complexity Level: Intermediate