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CEPA Term Flashcards - Session 5
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What are potential cons of working within a team? Slower production More expensive More complicated i) Stock Appreciation Rights ii) Phantom Stock iii) Stock Options iv) 100% S-Corporation ESOPs often use Synthetic Equity to maintain tax advantage v) ESOP Trustee agreement on form and dilution % allowed for these plans What investments are considered QRP (Qualifying Replacement Property) Stocks Convertible Bonds Corporate fixed rate bonds Corporate floating rate notes
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