Resources

Code Section 7702 and 7702A: What To Know about the Recent Changes

How Leading Organizations Design, Deliver and Defer Incentive Compensation Plans.

Split Dollar Plan: A Flexible and Cost-Effective Strategy

2021 Planning Under the Biden Administration

Navigating Section 162(M) in Deferred Compensation Plans

How Insurance Carriers are Enhancing Returns and Obtaining Capital Relief in a Low Rate Environment

4 Keys to Incentive Compensation Success in an Uncertain Economy

The Section 162 Deferred Compensation Plan

Introducing the NQDC Plan Exit Strategy to Mitigate FIVE Perpetual Risks

Enhance Yield, Improve the Balance Sheet and Fund Liabilities with Insurance Company-owned Life Insurance (ICOLI)

Two Ways Directors Can Use Board Compensation to Save for Retirement

The Alchemy of Ownership—Use Phantom Stock Plans to Improve Retention and Grow Revenue.

A Practical Guide to Accounting for Loan Regime Split Dollar Arrangements

Tax Planning Strategies for Whitecoats

The ISOP: Watch the Video and Download the Brochure

2019 Update: Trends in Executive Compensation Planning for Non-Profit Organizations webinar

Nonprofit Benefits – Meaning Over Money

Financial Wellness Planning Beyond The C-Suite

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

Critical Market Trends on Executive Compensation at Not For Profits

Protecting Your Nonqualified Deferred Compensation Account

Split Dollar Life Insurance

Protecting the Downside Risk of Nonqualified Deferred Compensation Arrangements

The Executive Compensation Riddle for Non-profit Organizations Just Got More Complicated

New Strategies Possible for Non Profits to Better Attract Leadership Talent

Executive Retention and Retirement Plans for Non-Profit Organizations

Creating a C-Suite Culture of Long-Term Ownership

Meet Stock Ownership Guidelines with Nonqualified Deferred Comp Plans

Contemporary SERP Design Webinar

How to Use Your Deferred Compensation Plan to Create a Personalized Restricted Stock Wealth Management Plan (RS WMP)

Dr. Laffer’s Analysis of President Trump’s Tax Plan

Live Interview with Dr. Arthur Laffer – Trump Tax Policy and More

New Strategy for Securing Large Deferred Compensation Balances Against Bankruptcy Risk

Learn the Financial Impact of Deferring Annual RSU Grants

Deferred Compensation: Pre-Tax or After-Tax Savings

The Value of Pragmatism: How to Evaluate and Select Nonqualified Plan Providers and Add Transparency to the Process

Nonqualified Deferred Compensation Plans – A Full-Service Approach to Retirement Confidence

Accounting Guide: Nonqualified Deferred Compensation Plans

How a Franchisee Exits His Business Using a Customized Phantom Stock Plan.

Unlock The Exit Doors to Your Business and Uncover Its Hidden Value

How private companies use phantom stock to create a culture of ownership and maintain control

Avoiding a Collision – How to Swerve, Stop, or Straddle Exposure to the “Cadillac” Tax

Dangerous Shortage of Doctors and Nurses Coming as Obamacare Rolls Out

How to Turn Restricted Stock Units Into an Effective Tax Planning Tool

Win the Competitive Race for Talent: Retool NQDC Plans to Full Capability

The Exquisite Reality of Phantom Stock for Private Companies

Nonqualified Deferred Compensation Section 409A Compliance

Do Not Overlook The Power of Captive Insurance Companies to Mitigate Risk and Build Wealth

The Smart Way to Manage Market Volatility on NQDC Account Balances

Professional Security Plan Brochure

Split Dollar Research Report

Phantom Stock Whitepaper

Using the AFS Optimizer to Improve Nonqualified Plan Funding Efficiency

How to Enhance Executive Compensation

Executive Benefit Solutions (EBS) Capabilities Brochure

Designing Nonqualified Deferred Compensation Plans (NQDCP) to Competitive Advantage

Obama’s Budget Analysis (Part 2)

Obama’s Budget Analysis (Part 1)