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ISOP – A TAX FAVORED DEFERRED COMPENSATION STRATEGY FOR NON-PROFITS, S-CORPORATIONS AND LLCS

The presentation reviews the features and benefits of the ISOP including:

  • How the ISOP design can provide an attractive alternative to traditional deferred compensation plans especially for non-profit and pass-through entities such as partnerships, LLCs and S-Corps,
  • How the ISOP design can eliminate several risks of traditional deferred compensation (lack of portability, sponsor bankruptcy and the impact of higher tax rates on future plan distributions),
  • The ability to participate in the upside of the S & P 500 (up to a current cap of 12%) while still having downside protection (current floor rate of 0%)  and,
  • How the proprietary “tax-restoration” feature allows the ISOP to be more attractive than typical executive bonus plans used in non-profits and pass through entities. 

Featured Presenter: William L. MacDonald, Managing Director, EBS

Learn why the ISOP strategy has been used for over a decade by several prominent non-profit health care organizations.