Our Compensation & Benefits team can work with you to align your company’s goals and resources while assisting to reduce the tax and financial burdens related to compensation and retirement benefits programs. With a portfolio of tax-sensitive services, we achieve measurable results.
We provide a comprehensive range of services that includes program analysis, planning, design and implementation, as well as on-going monitoring and support. Our services can give your organization an advantage in a competitive market.
Compensation Tax AdvisoryThe goal of our compensation tax advisory services is to develop a strategy to maximize the effectiveness of your compensation program while minimizing the tax impact on both the employer and the employees.
Our team of compensation experts, tax professionals, CPAs, and legal experts will assist in assessing your current compensation programs and help you navigate through any taxation and regulatory issues that may arise. We strive to develop a thorough understanding of your business, people, operations, and culture. We can then review and/or design executive and broad-based plans that and will utilize our deep understanding of domestic and international tax environments to develop customized solutions that will enable your organization to achieve your desired goals and objectives.
Some of our compensation tax advisory services include a review of the following:
- Internal Revenue Code section 162(m) $1M deduction limitations
- Internal Revenue Code section 280G golden parachute analyses
- Internal Revenue Code section 83 taxation issues
- Internal Revenue Code section 409A deferred compensation rules
- Internal Revenue Code section 422 (ISOs) and 423 (ESPPs) requirements
Benefits Tax Advisory
Our dedicated team of national benefit professionals work with organizations to build the most effective health and welfare plans possible for both the employee and employer. We partner with tax, finance and human resources to evaluate and enhance existing your plans, and review programs to determine if they are in compliance with changing laws and regulations. We can assist you in managing the tax, regulatory and financial issues associated with these plans. Our services are designed to help you lower costs, improve performance, boost your bottom line, and attract and retain key performers.
We provide an array of specialized tax and audit services to both employers and plan administrators, offering solutions to address various issues. Examples of our benefit tax advisory services include a review of the following:
- Section 105 Health Plans Taxation
- Section 125 Cafeteria Plans
Additionally, we offer representation, guidance and support on compliance issues involving the IRS and the DOL.