From Bundled to Better: Rethinking Plan Administration From a financial management perspective, it is important to unbundle your company’s qualified deferred compensation plan 401(k) from its...
Posts by Todd Mezrah:
When people think of nonqualified deferred compensation (NQDC) plans, certain phrases oftencome to mind—“income deferral,” “saving for retirement,” “tax-deferred growth,”“tax-deferred earnings,” and...
Executive retention is often discussed as a single-solution issue: “pay them more,” “give them equity,” “create a cohesive work environment.” In practice, high-performing executives stay (and...
If executive retention is stripped down to what truly changes behavior, one conclusion stands out:
A common refrain among senior executives is that “a well-managed, low-turnover taxableportfolio can outperform deferring income.” The logic sounds reasonable: minimize realizedgains, manage capital...
What separates people who consistently excel from those who struggle to gain traction in their business? One of the most important differentiators between elite sales producers and everyone else is...
Introduction Mezrah Consulting has partnered with Guardian Tax Consultants (“Guardian”) to provideManagement Services Organization (“MSO”) services which include MSO setup, complianceand fee...
Introduction Merger‑and‑acquisition (“M&A”) deals live and die by after‑tax economics. Earn‑outs, installment payments, and competing buyer‑seller tax objectives often become sticking points that...
The Power of Basis in Income Deferral Planning In our ongoing educational series on Management Services Organization (“MSO”) Deferral Plans, we’ve emphasized the economic value of establishing these...
.jpg?width=700&height=400&name=Cash-492595743%20(1).jpg)
Unlocking Trapped Cash Through Deferred Compensation Plans Many C corporations can accumulate a substantial amount of retained earnings. Theseearnings may be considered “trapped” cash as these...
For many years, majority owners of S Corporations (S Corps) had no way to defer large amounts of income and accumulate their wealth on a tax-favored basis. Similarly, majority owners of C...