Honoring Memorial Day

Fulcrum Partners Fulcrum Partners NEWS

“Courage is contagious. When a brave man takes a stand, the spines of others are stiffened.” –Billy Graham “A Time for Moral Courage”  July 1964.  Fulcrum Partners wishes you and your family a safe and relaxing Memorial Day Weekend. 

409A audits underway as IRS launches audit initiative aimed at compliance with rules for nonqualified deferred compensation plans under Code section 409A.

Series of Limited Scope 409A Audits Underway, from Groom Law Group

Fulcrum Partners Executive Benefits News

Series of Limited Scope 409A Audits Underway Released May 6, 2014, by Groom Law Group is the following update on 409A audits being launched by the IRS. “The IRS has launched an audit initiative aimed at compliance with the rules for nonqualified deferred compensation plans under Code section 409A. A series of audits of a “limited scope” are underway. The IRS will …

Exchange for People, Human Resources eMagazine, article on tax deferral

Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment

Fulcrum Partners Fulcrum Partners NEWS

Did You Get Hammered at Tax Time? Do You Need a New Strategy for Pre-Tax Deferral? Released this month in the April issue of  The Exchange for People, a Human Resources eMagazine, is an article by Chris Nyland and Steve Broadbent, both of Fulcrum Partners LLC.  This article, Advantages to Pre-Tax Deferral of Income in an Uncertain Tax Environment, looks at …