Employer Stock

Leveraged ESOP: Employee Stock Ownership Plan Utilizing Debt
A Leveraged ESOP is an Employee Stock Ownership Plan that borrows money to purchase employer stock, providing a powerful tool for financing corporate growth and offering employees equity compensation.
Phantom Stock Plan: An Overview of a Deferred-Compensation Plan
A comprehensive overview of Phantom Stock Plans, a type of deferred-compensation plan that uses the employer's stock as a measuring rod for determining the value of compensation payment.
Net Unrealized Appreciation (NUA): Understanding Its Definition and Tax Treatment
An in-depth look at Net Unrealized Appreciation (NUA), covering its definition, tax treatment, historical context, examples, and related terms in finance and investing.

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