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Creating Pre-Tax Severance Benefits

August 2017 When most people think about compensation, few think about severance as a form of compensation that they will ever receive. It is important to plan for all contingencies regardless of their likelihood.  Severance from employment can occur for a variety of different reasons unrelated to your performance including a corporate change in control […]

831(b)s: Under the Microscope

Captive International Magazine July 24, 2017 831(b) captive insurance companies have been under the microscope for six months as the Internal Revenue Service subjects them to the greatest possible scrutiny. What’s behind this sudden concern? US Captive investigates. The past year or so has not been a happy one for managers of 831(b)s captive insurance […]

Resurgence of Executive Benefits – Attracting and Retaining Executive Talent

April 20, 2017 Since the Tax Reform Act of 1986 corporations have looked to non-qualified plans to allow themselves to better attract and retain executive talent and provide for retirement and wealth accumulation plans beyond the limitations imposed by the federal government as it relates to qualified pension plans (e.g. 401(k) plans, profit sharing plans, […]

RSUs and PSUs – A Versatile Tool to Attract and Retain Executive Talent While Providing Unique Deferred Benefits

There are many effective tax-planning tools for corporations who are looking to incentivize employees. Restricted Stock Units (RSUs) or Performance Stock Units (PSUs) have some unique characteristics, which make them preferable to actual stock, for many who are assembling executive compensation plans. As a result, companies are exploring the ability to expand their deferred compensation […]

IRS Enhances Defined Benefit Plans

February 24, 2017 MARKET TREND: Given longer life expectancies, defined benefit (“DB”) plan participants may want to hedge against outliving their retirement savings by electing an annuity payout, but instead have been forced to accept a lump sum because of the lack of flexibility in the IRS rules. These new rules change all of that. […]

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