We work with our business and individual clients to create compensation and benefits packages that are beneficial to everyone. We examine the tax implications of the plan’s design along with the plan’s goals.
We help our clients with:
- Design and Implementations of Equity Compensation Programs
- Design and Implementation of Non-qualified Deferred Compensation Arrangements
- Review of retirement programs, compensation arrangements, and welfare benefit plans
- Review or Design of “Golden Parachute” package
- Design and Implementation of Qualified Retirement Plans. This is often done as a team effort with other advisors
- Welfare and Fringe Benefits tax issues and reporting rules