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CASE STUDIES
WHITEPAPERS & ARTICLES
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TECHNICAL UPDATES
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Split Dollar Plan: A Flexible and Cost-Effective Strategy
VIDEOS
CASE STUDIES
2021 Planning Under the Biden Administration
WHITEPAPERS & ARTICLES
Navigating Section 162(M) in Deferred Compensation Plans
WEBCASTS & PRESENTATIONS
How Insurance Carriers are Enhancing Returns and Obtaining Capital Relief in a Low Rate Environment
WEBCASTS & PRESENTATIONS
4 Keys to Incentive Compensation Success in an Uncertain Economy
WEBCASTS & PRESENTATIONS
The Section 162 Deferred Compensation Plan
WHITEPAPERS & ARTICLES
Introducing the NQDC Plan Exit Strategy to Mitigate FIVE Perpetual Risks
WHITEPAPERS & ARTICLES
Enhance Yield, Improve the Balance Sheet and Fund Liabilities with Insurance Company-owned Life Insurance (ICOLI)
WHITEPAPERS & ARTICLES
Two Ways Directors Can Use Board Compensation to Save for Retirement
WHITEPAPERS & ARTICLES
The Alchemy of Ownership—Use Phantom Stock Plans to Improve Retention and Grow Revenue.
WHITEPAPERS & ARTICLES
A Practical Guide to Accounting for Loan Regime Split Dollar Arrangements
GUIDES & BROCHURES
Tax Planning Strategies for Whitecoats
WEBCASTS & PRESENTATIONS
The ISOP: Watch the Video and Download the Brochure
VIDEOS
GUIDES & BROCHURES
2019 Update: Trends in Executive Compensation Planning for Non-Profit Organizations webinar
WEBCASTS & PRESENTATIONS
Nonprofit Benefits – Meaning Over Money
WHITEPAPERS & ARTICLES
Financial Wellness Planning Beyond The C-Suite
WEBCASTS & PRESENTATIONS
ISOP – A TAX FAVORED DEFERRED COMPENSATION STRATEGY FOR NON-PROFITS, S-CORPORATIONS AND LLCS
WEBCASTS & PRESENTATIONS
Critical Market Trends on Executive Compensation at Not For Profits
WEBCASTS & PRESENTATIONS
Protecting Your Nonqualified Deferred Compensation Account
WHITEPAPERS & ARTICLES
Split Dollar Life Insurance
WHITEPAPERS & ARTICLES
Protecting the Downside Risk of Nonqualified Deferred Compensation Arrangements
WEBCASTS & PRESENTATIONS
The Executive Compensation Riddle for Non-profit Organizations Just Got More Complicated
WEBCASTS & PRESENTATIONS
New Strategies Possible for Non Profits to Better Attract Leadership Talent
WHITEPAPERS & ARTICLES
Executive Retention and Retirement Plans for Non-Profit Organizations
WEBCASTS & PRESENTATIONS
Creating a C-Suite Culture of Long-Term Ownership
WHITEPAPERS & ARTICLES
Meet Stock Ownership Guidelines with Nonqualified Deferred Comp Plans
WHITEPAPERS & ARTICLES
Contemporary SERP Design Webinar
WEBCASTS & PRESENTATIONS
How to Use Your Deferred Compensation Plan to Create a Personalized Restricted Stock Wealth Management Plan (RS WMP)
CASE STUDIES
Dr. Laffer’s Analysis of President Trump’s Tax Plan
TECHNICAL UPDATES
Live Interview with Dr. Arthur Laffer – Trump Tax Policy and More
WEBCASTS & PRESENTATIONS
New Strategy for Securing Large Deferred Compensation Balances Against Bankruptcy Risk
WHITEPAPERS & ARTICLES
Learn the Financial Impact of Deferring Annual RSU Grants
CASE STUDIES
Deferred Compensation: Pre-Tax or After-Tax Savings
WHITEPAPERS & ARTICLES
The Value of Pragmatism: How to Evaluate and Select Nonqualified Plan Providers and Add Transparency to the Process
WHITEPAPERS & ARTICLES
Nonqualified Deferred Compensation Plans – A Full-Service Approach to Retirement Confidence
GUIDES & BROCHURES
Accounting Guide: Nonqualified Deferred Compensation Plans
GUIDES & BROCHURES
How a Franchisee Exits His Business Using a Customized Phantom Stock Plan.
CASE STUDIES
Unlock The Exit Doors to Your Business and Uncover Its Hidden Value
WHITEPAPERS & ARTICLES
How private companies use phantom stock to create a culture of ownership and maintain control
CASE STUDIES
Avoiding a Collision – How to Swerve, Stop, or Straddle Exposure to the “Cadillac” Tax
WHITEPAPERS & ARTICLES
Dangerous Shortage of Doctors and Nurses Coming as Obamacare Rolls Out
WHITEPAPERS & ARTICLES
How to Turn Restricted Stock Units Into an Effective Tax Planning Tool
GUIDES & BROCHURES
Win the Competitive Race for Talent: Retool NQDC Plans to Full Capability
WHITEPAPERS & ARTICLES
The Exquisite Reality of Phantom Stock for Private Companies
WEBCASTS & PRESENTATIONS
Nonqualified Deferred Compensation Section 409A Compliance
TECHNICAL UPDATES
Do Not Overlook The Power of Captive Insurance Companies to Mitigate Risk and Build Wealth
WHITEPAPERS & ARTICLES
The Smart Way to Manage Market Volatility on NQDC Account Balances
WHITEPAPERS & ARTICLES
Professional Security Plan Brochure
GUIDES & BROCHURES
Split Dollar Research Report
WHITEPAPERS & ARTICLES
Phantom Stock Whitepaper
WHITEPAPERS & ARTICLES
Using the AFS Optimizer to Improve Nonqualified Plan Funding Efficiency
CASE STUDIES
How to Enhance Executive Compensation
WHITEPAPERS & ARTICLES
Executive Benefit Solutions (EBS) Capabilities Brochure
GUIDES & BROCHURES
Designing Nonqualified Deferred Compensation Plans (NQDCP) to Competitive Advantage
GUIDES & BROCHURES
Obama’s Budget Analysis (Part 2)
TECHNICAL UPDATES
Obama’s Budget Analysis (Part 1)
TECHNICAL UPDATES