Tax
COMPENSATION & BENEFITS ADVISORY SERVICES
Helping you navigate the complexities of compensation and benefits rules
No matter the industry, our team can help you deal with the multiplicity of requirements.
Drew Cheney
Principal
Drew specializes in employee benefit plans and tax-exempt organizations of all sizes.
We offer consulting and compliance to benefit you
Employers often deal with a wide variety of tax issues relative to compensation and benefits. You might have to decide which employees are eligible for retirement plan contributions, determine whether a particular employee benefit is taxable, how to structure a cash-out program for vacation pay, or file a Form 5500 for a benefit plan, to name just a few examples.
In addition, employers often need to address issues involving retirement and deferred compensation programs. Examples include deciding what type of plan to adopt, ensuring that plans operate in accordance with ERISA and their plan documents, and structuring nonqualified deferred compensation arrangements so that they do not run afoul of Section 409A.
Our team of advisors is here to help you deal with these issues, so that you can focus your efforts and energy on running your business and not on keeping up with all of the complex rules governing compensation and benefits.
How we can help
- Assistance regarding taxability of benefits for income and payroll tax purposes
- Helping troubleshoot issues relative to qualified plans
- Nonqualified deferred compensation plan assistance, including dealing with Section 409A matters
- Help on payroll tax filing issues
- Form 5500 compliance, including assistance on late filings under the DFVC program
Related services
- Retirement Planning
- Estate Planning
- Corporate Tax Solutions
- Assurance Services
- Business and Technology Advisory Services