Labor Day: A Chapter in American History

Fulcrum Partners Fulcrum Partners NEWS

Labor Day is more than a transitional long weekend taking us from summer to fall. Although we currently mark the weekend with end-of-summer cookouts or one last trip to the beach, the first Labor Day holidays were intended to send a powerful message about the rights and privileges of hardworking American men and women. Historically, Labor Day was loosely celebrated …

IRS Issues Guidance on 162(m) Grandfathering Rules

Fulcrum Partners Executive Benefits News

Following up on the release, last week, (August 21, 2018) of Guidance on Section 162(m) of the Federal Tax Code, we are sharing the initial reactions of Attorney Mike Melbinger, Partner in the Chicago offices of Winston & Strawn, LLP. Below are excerpts from two of Mike’s posts about this timely topic, previously published in the Executive Compensation Blog, and …

Guidance on Tax Code Section 162(m) Issued by IRS

Fulcrum Partners Executive Benefits News

The IRS has issued guidance on Section 162(m) of the Federal Tax Code as amended by P.L. 115-97, the law generally known as the, “Tax Cuts and Jobs Act.” You can read the notice, which was published August 21, 2018, in entirety, here: Notice 2018-68. The information released this week primarily focuses on the amended rules for identifying covered employees …

How Deferred Comp Plans Can Help Pass-Through Businesses, a New Report

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

Fulcrum Partners is releasing a new report designed to provide insights to pass-through businesses, S-Corporations, partnerships, and LLCs. Organizations such as S-corporations, partnerships, limited liability partnerships (LLP), or limited liability corporations (LLC) that have elected to be taxed as a partnership, are taxed as a pass-through entity. In many cases, a nonqualified deferred compensation plan can help solve the organization’s …

How New Tax Code Sec. 199A May Have Applications for Public Companies or Large Pass-Through Companies

Fulcrum Partners Executive Benefits News, Fulcrum Partners NEWS

The following is a blog post by Winston & Strawn LLP Partner, Ruth Wimer and is republished here with permission of The Executive Compensation Blog Possible Compensation Planning Opportunities in New Code Sec. 199A As most readers know, last year’s Tax Cuts and Jobs Act created a new Code Sec. 199A, providing a generous 20% deduction for individual taxpayers to …

#ICYMI Fulcrum Partners’ Video Clip for Executive Compensation Data

#ICYMI Fulcrum Partners’ Video Clip for Executive Compensation Data

Fulcrum Partners Executive Benefits News

In Case You Missed It: “Is Your Pay Structured for Lifetime Optimization?” is a newly released video clip from Fulcrum Partners. The 30-second video was developed to preview the type of executive compensation benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners personalizes for executives and organizations. Fulcrum Partners makes customized benchmarking comparison tables easily available to …

Fulcrum Partners Helps Organizations Compete for and Retain Top Talent

Fulcrum Partners Fulcrum Partners Media Release

PONTE VEDRA BEACH, FL — (Aug 8, 2018) With the objective of assisting executives and organizations in accurately evaluating compensation plans, Fulcrum Partners has released the short, informative video, “Is Your Pay Structured for Lifetime Optimization?” The 30-second clip previews the benefits benchmarking data and Retirement Income Replacement Ratio (RIRR) charts that Fulcrum Partners customizes for companies and top-tier executives. …

SEC Amendments to the Definition of a Smaller Reporting Company

Fulcrum Partners Executive Benefits News

The following is a two-part report from Michael S. Melbinger, partner in the Chicago offices of Winston & Strawn LLP. Michael is an attorney who practices solely in the areas of executive compensation and employee retirement benefit. This two-part post was originally published in the Executive Compensation Blog on July 9 and 17, respectively, and is republished here with permission …

Ownership Stock Repurchase and Succession Plan

Ownership Stock Repurchase and Succession Plan

Fulcrum Partners Executive Benefits News

Fulcrum Partners is committed to serving the interests of accounting, consulting, and service firms, specifically the independent member firms of the BDO Alliance USA. With this in mind, we’ve launched a new webpage to deliver resources that specifically target the needs and concerns of CPAs accounting firms and other specialized consultants. The new webpage (found here: FulcrumPartnersLLC.com/BDO-Alliance), provides helpful case …