Pre-IPO Opportunity—Executive Benefit Planning
![](https://static.wixstatic.com/media/11062b_04cdb0d6a910457db670cac8b83c753a~mv2.jpg/v1/fill/w_288,h_192,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/11062b_04cdb0d6a910457db670cac8b83c753a~mv2.jpg)
![](https://static.wixstatic.com/media/4e9833_8b4ac86b0ef44039af232458c0c226e9~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_8b4ac86b0ef44039af232458c0c226e9~mv2.webp)
![Pre-IPO Opportunity—Executive Benefit Planning](https://static.wixstatic.com/media/4e9833_8b4ac86b0ef44039af232458c0c226e9~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_8b4ac86b0ef44039af232458c0c226e9~mv2.webp)
![](https://static.wixstatic.com/media/4e9833_ff52aa5d20344ea8a8db08fa815e9e61~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_ff52aa5d20344ea8a8db08fa815e9e61~mv2.webp)
![Creating Pre-Tax Severance Benefits](https://static.wixstatic.com/media/4e9833_ff52aa5d20344ea8a8db08fa815e9e61~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_ff52aa5d20344ea8a8db08fa815e9e61~mv2.webp)
- Mar 25, 2021
- 4 min
Creating Pre-Tax Severance Benefits
![](https://static.wixstatic.com/media/01ec1c4e65f74969b02b47680434f5e5.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/01ec1c4e65f74969b02b47680434f5e5.webp)
![IRS Issues New 162(m) Rules Related to Grandfathered Benefits under Deferred Compensation Plans](https://static.wixstatic.com/media/01ec1c4e65f74969b02b47680434f5e5.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/01ec1c4e65f74969b02b47680434f5e5.webp)
- Sep 19, 2018
- 6 min
IRS Issues New 162(m) Rules Related to Grandfathered Benefits under Deferred Compensation Plans
![](https://static.wixstatic.com/media/4e9833_d9500fbb082c435497a078dbc734d7c6~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_d9500fbb082c435497a078dbc734d7c6~mv2.webp)
![Deferred Compensation Plan Asset / Liability Reconciliation Managing Profit and Loss (P&L)](https://static.wixstatic.com/media/4e9833_d9500fbb082c435497a078dbc734d7c6~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_d9500fbb082c435497a078dbc734d7c6~mv2.webp)
- May 28, 2018
- 5 min
Deferred Compensation Plan Asset / Liability Reconciliation Managing Profit and Loss (P&L)
![](https://static.wixstatic.com/media/nsplsh_314d34775954715644346f~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/nsplsh_314d34775954715644346f~mv2.webp)
![Economic Benefit of Life Insurance Under Final Split Dollar Regulations](https://static.wixstatic.com/media/nsplsh_314d34775954715644346f~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/nsplsh_314d34775954715644346f~mv2.webp)
- Apr 3, 2018
- 4 min
Economic Benefit of Life Insurance Under Final Split Dollar Regulations
![](https://static.wixstatic.com/media/4e9833_419738cafff94de7b82a0c2ae4b082a7~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_419738cafff94de7b82a0c2ae4b082a7~mv2.webp)
![MC Briefcase: Best Allocation of Corporate Tax Savings](https://static.wixstatic.com/media/4e9833_419738cafff94de7b82a0c2ae4b082a7~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_419738cafff94de7b82a0c2ae4b082a7~mv2.webp)
- Mar 19, 2018
- 5 min
MC Briefcase: Best Allocation of Corporate Tax Savings
![](https://static.wixstatic.com/media/11062b_2e2e1ee323444a079b92407761fc73fc~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_2e2e1ee323444a079b92407761fc73fc~mv2.webp)
![MC Briefcase: Impact of the Tax Cuts and Jobs Act on Life Insurance Product Pricing](https://static.wixstatic.com/media/11062b_2e2e1ee323444a079b92407761fc73fc~mv2.jpeg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_2e2e1ee323444a079b92407761fc73fc~mv2.webp)
- Feb 16, 2018
- 3 min
MC Briefcase: Impact of the Tax Cuts and Jobs Act on Life Insurance Product Pricing
![](https://static.wixstatic.com/media/4e9833_7ac01f11a4034c01922e2caf60f837af~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_7ac01f11a4034c01922e2caf60f837af~mv2.webp)
![Using Deferred Compensation Plans to Obtain Merger and Acquisition Advantages](https://static.wixstatic.com/media/4e9833_7ac01f11a4034c01922e2caf60f837af~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_7ac01f11a4034c01922e2caf60f837af~mv2.webp)
- Jan 5, 2018
- 4 min
Using Deferred Compensation Plans to Obtain Merger and Acquisition Advantages
![Resurgence of Executive Benefits – Attracting and Retaining Executive Talent](https://static.wixstatic.com/media/4e9833_7ff3c872a235401b8cc282946325e164~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/4e9833_7ff3c872a235401b8cc282946325e164~mv2.webp)
- Apr 21, 2017
- 4 min
Resurgence of Executive Benefits – Attracting and Retaining Executive Talent
![RSUs and PSUs – A Versatile Tool to Attract and Retain Executive Talent While Providing Unique Defer](https://static.wixstatic.com/media/4e9833_0399d0cbb92a4a82b539ee8968a13053~mv2.png/v1/fill/w_514,h_386,fp_0.50_0.50,q_95,enc_auto/4e9833_0399d0cbb92a4a82b539ee8968a13053~mv2.webp)
- Mar 3, 2017
- 3 min
RSUs and PSUs – A Versatile Tool to Attract and Retain Executive Talent While Providing Unique Defer
![](https://static.wixstatic.com/media/0dacd682a08d4beda55679fbf7fa9e29.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/0dacd682a08d4beda55679fbf7fa9e29.webp)
![IRS Enhances Defined Benefit Plans](https://static.wixstatic.com/media/0dacd682a08d4beda55679fbf7fa9e29.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/0dacd682a08d4beda55679fbf7fa9e29.webp)
- Feb 24, 2017
- 7 min
IRS Enhances Defined Benefit Plans
![](https://static.wixstatic.com/media/11062b_6dd0686f46df414eaae0238e00f9be33~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_6dd0686f46df414eaae0238e00f9be33~mv2.webp)
![Death Benefits Excluded From Tax Expenditure List](https://static.wixstatic.com/media/11062b_6dd0686f46df414eaae0238e00f9be33~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_6dd0686f46df414eaae0238e00f9be33~mv2.webp)
- Feb 17, 2017
- 1 min
Death Benefits Excluded From Tax Expenditure List
![](https://static.wixstatic.com/media/11062b_0f4115861806481da162e5447f867b05~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_0f4115861806481da162e5447f867b05~mv2.webp)
![SERP – Providing Benefits to Your Most Valuable Employees](https://static.wixstatic.com/media/11062b_0f4115861806481da162e5447f867b05~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_0f4115861806481da162e5447f867b05~mv2.webp)
- Dec 12, 2016
- 3 min
SERP – Providing Benefits to Your Most Valuable Employees
![](https://static.wixstatic.com/media/4e9833_c31b70c6d9f24934b7ee2e0c9e7bc19f~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_c31b70c6d9f24934b7ee2e0c9e7bc19f~mv2.webp)
![Using Target Date Funds in Your Plan](https://static.wixstatic.com/media/4e9833_c31b70c6d9f24934b7ee2e0c9e7bc19f~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_c31b70c6d9f24934b7ee2e0c9e7bc19f~mv2.webp)
- Nov 30, 2016
- 3 min
Using Target Date Funds in Your Plan
![](https://static.wixstatic.com/media/c66a81aa06f0495b92aa544cbf8ba122.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/c66a81aa06f0495b92aa544cbf8ba122.webp)
![Important Factors to Consider When Designing Executive Benefit Packages](https://static.wixstatic.com/media/c66a81aa06f0495b92aa544cbf8ba122.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/c66a81aa06f0495b92aa544cbf8ba122.webp)
- Nov 4, 2016
- 2 min
Important Factors to Consider When Designing Executive Benefit Packages
![](https://static.wixstatic.com/media/273ef37c314b46bb9220b77cfd5769c9.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/273ef37c314b46bb9220b77cfd5769c9.webp)
![Are You Ready for Enrollment?](https://static.wixstatic.com/media/273ef37c314b46bb9220b77cfd5769c9.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/273ef37c314b46bb9220b77cfd5769c9.webp)
- Oct 27, 2016
- 2 min
Are You Ready for Enrollment?
![](https://static.wixstatic.com/media/4e9833_6d2dbba63d78438eb132d7ab426939f3~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/4e9833_6d2dbba63d78438eb132d7ab426939f3~mv2.webp)
![MezU: Equity-Based Incentive Compensation, Actual vs. Synthetic Equity Part 1 – An Introduction](https://static.wixstatic.com/media/4e9833_6d2dbba63d78438eb132d7ab426939f3~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/4e9833_6d2dbba63d78438eb132d7ab426939f3~mv2.webp)
- Oct 21, 2016
- 7 min
MezU: Equity-Based Incentive Compensation, Actual vs. Synthetic Equity Part 1 – An Introduction
![](https://static.wixstatic.com/media/11062b_9b52a0adb0ac4756a04a9e7aeaa7ce3d~mv2.jpeg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_9b52a0adb0ac4756a04a9e7aeaa7ce3d~mv2.webp)
![Proposed Section 457(f) Regulations Published](https://static.wixstatic.com/media/11062b_9b52a0adb0ac4756a04a9e7aeaa7ce3d~mv2.jpeg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_9b52a0adb0ac4756a04a9e7aeaa7ce3d~mv2.webp)
- Aug 9, 2016
- 8 min
Proposed Section 457(f) Regulations Published
![](https://static.wixstatic.com/media/11062b_b8cfa5fc03fc4cecb51f5c782c716cc9~mv2.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/11062b_b8cfa5fc03fc4cecb51f5c782c716cc9~mv2.webp)
![Proposed Section 409A Regulations Published](https://static.wixstatic.com/media/11062b_b8cfa5fc03fc4cecb51f5c782c716cc9~mv2.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/11062b_b8cfa5fc03fc4cecb51f5c782c716cc9~mv2.webp)
- Aug 8, 2016
- 7 min
Proposed Section 409A Regulations Published
![](https://static.wixstatic.com/media/0a8802f2cb234551bc855be44c0f34de.jpg/v1/fill/w_250,h_250,fp_0.50_0.50,q_30,blur_30,enc_auto/0a8802f2cb234551bc855be44c0f34de.webp)
![8 Key Questions for Code 409A Compliance](https://static.wixstatic.com/media/0a8802f2cb234551bc855be44c0f34de.jpg/v1/fill/w_514,h_386,fp_0.50_0.50,q_90,enc_auto/0a8802f2cb234551bc855be44c0f34de.webp)
- Jun 1, 2015
- 6 min
8 Key Questions for Code 409A Compliance