Andersen Tax

Compensation & Benefits

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With respect to closely-held businesses as with any business, it is critically important to align the interests of the owners with the executive team.

Andersen Tax can assist in creating incentive compensation plans that reward non-family executives for the creation of enterprise value without the ability to use publicly-traded securities. We provide general tax consulting services on compensation and benefits issues, as well as the following specific services:

  • Development of comprehensive compensation plans
  • Assist in the design, establishment, implementation and operation of equity compensation programs such as non-qualified stock options, incentive stock options, qualified stock purchase plans, restricted stock arrangements, restricted stock unit programs and phantom stock
  • Provide transaction consulting services, including review of retirement programs and welfare-benefit plans, integration issues and income tax deduction issues for your business
  • Consult on “golden parachute” arrangements
  • Advise on the design and implementation of executive financial and tax counseling programs
  • Assist in the design, implementation and termination of qualified retirement plans such as pension plans, profit-sharing plans, 401(k) plans and employee stock ownership plans (ESOPs)
  • Consult on operational issues of qualified retirement plans including compliance issues, prohibited transactions, discrimination testing, preparation of IRS Form 5500, and reporting and income tax withholding issues
  • Consult on employee welfare plans and fringe benefits, including taxation issues, reporting rules and withholding tax requirements