Financial Planning on the (Possible) Eve of Tax Reform

Tax Reform Status President Trump’s tax reform proposal mirrors what he promised during his campaign.  With the prospect of major tax reform on the horizon, it is important to stay calm, be proactive, and plan ahead when it comes to your financial planning. Tax reform has received a lot of press recently.  But it is… Read more »

Top 2017 Compensation Questions To Ask

It’s no secret that the new administration has very different governance practices and priorities.  Congress and CEO Pay Ratio regulations are being examined and the SEC has opened the topics for discussion.  Change is here and boards will likely encounter unforeseen challenges during the transition.  This begs the question: How can boards prepare their organization… Read more »

WEBINAR: Worried about losing future leaders? (9.28.16)

Missed our Webinar ? Have no fear, you can watch it now!   TOPIC: Worried about losing your future leaders? Traditional deferred compensation plans do not always work for your younger rising stars. It’s no secret that today’s rising talent prefer more immediate cash reward than additional retirement benefits. What else can you do other than… Read more »

Dodd-Frank Act & Executive Compensation

The Dodd-Frank Act directly impacts compensation provisions of the law and has adopted the Securities and Exchange Commission (SEC) rules.  Shareholder votes on executive compensation (Section 951) and independence of compensation committees (Section 952) have been affected. There’s been consistent movement in finalizing this Act; however, some of the rules are still in the process of… Read more »

409A Deferred Compensation & 457 Regulations (Government & Tax-Exempt)

409A Deferred Compensation & 457 Regulations    The IRS recently proposed regulations for Section 409A for nonqualified deferred compensation plans and 457(f) regulations for deferred compensation plans of state and local governments and tax-exempt entities.   Section 409A of the Internal Revenue Code is a set of rules that govern nonqualified deferred compensation plans. The… Read more »

Best Practices for Managing Life Insurance Trusts

Best Practices for Managing Life Insurance Trusts   Irrevocable life insurance trusts (“ILIT’s”) are facing fiduciary challenges in asset management and administration. Litigation directed toward trustees of ILIT’s for breaches of fiduciary duty is on the rise due to tax laws and technical complexities of corporate trustees and ILIT administration.   Breached fiduciary duties of ILIT… Read more »