Independent Member of the BDO Alliance USA

Fulcrum Partners: a Proud BDO Alliance USA Member

Read our announcement here.

Fulcrum Partners is an independent member of the BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms with similar client service goals. By supplementing our services, the BDO Alliance USA allows us to:

  • Enhance our client services and broaden our capabilities overall
  • Expand our domestic and international coverage
  • Gain greater technical knowledge in specialty areas
  • Utilize professionals with experience in a wide range of industries
  • Access the most up-to-date technical information
  • Participate in the latest training programs
  • Utilize state of-the-art, customized computer systems
  • Provide our clients with key contacts and sophisticated professionals throughout the U.S.

Better Client Experiences Through Strong Alliances

Commitment to Exemplary Client Service

The BDO Alliance USA brings us the necessary tools to help us better serve our clients with greater flexibility, efficiency and cost effectiveness.

The BDO Alliance USA is a subsidiary of BDO USA, LLP, a Delaware limited liability partnership. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through more than 60 offices over 550 independent Alliance firm locations nationwide. As an independent Member Firm of BDO International Limited, BDO serves multi-national clients through a global network of more than 73,000 people working out of 1,500 offices across 162 countries..

BDO Alliance USA Member Firms & Fulcrum Partners: Better Together
Case Studies & Reports by Fulcrum Partners

The case studies and reports shown below address a few of the many ways Fulcrum Partners helps BDO Alliance USA Member Firms. Additional information is available on the Resources page of this website. You can also sign up here to receive the Fulcrum Partners Newsletter and continue to learn more.

Whitepaper: Awaiting 162(m) Guidance

Rethinking Executive Compensation While Awaiting Section 162(m) Guidance

This whitepaper overview discusses steps organizations can take now, as they await insights and guidance on Federal Tax Code changes relevant to Section 162(m). This report was prepared by:  Bruce Brownell, CFP, Founder and Managing Director Fulcrum Partners and G. Scott Cahill, CLU, Founder and Managing Director Fulcrum Partners, in conjunction with:

  • Joan Vines, Managing Director, National Tax – Compensation and Benefits, BDO;
  • Carl Toppin, Managing Director Compensation and Benefits, BDO;
  • Andrew Gibson, Regional Managing Partner – Tax Services BDO; and
  • Peter Klinger, Partner, Compensation & Benefits, BDO.

Download PDF

Case Study

Ownership Stock Repurchase & Succession Plan
Levelized Sinking Fund Study

A case study of a small private company’s option for stock repurchase and succession planning, including a look at emerging stock repurchase liability; stock repurchase analysis based on a 5 percent growth assumption and 50,000 shares for each of six executives; annual stock repurchase liability by year; taxable sinking fund at 6 percent gross, 30 percent blended tax and 4.2 percent net rate; and taxed advantaged sinking fund at 6 percent crediting rate/ net funding.
Download PDF

Case Study

Creating Long-Term Value for Companies and Their Executives

This case study documents the challenges faced by a family-owned company with an outdated shareholder agreement, a serious need to retain certain key employees, and the problem of flat earnings over recent years. Explored within this report are multiple opportunities created when applying flexible solutions recommended by the team at Fulcrum Partners.
Download PDF

Whitepaper

How Deferred Comp Plans Can Help Pass-Through Businesses

Retaining top talent in a competitive job market is challenging for any company; for many pass-through employers, keeping key employees can be a critical difference maker, especially in view of the high cost of replacing them. As companies deal with the impact of the Tax Cuts and Jobs Act, they must also factor in the cost to replace an employee.

“Turnover costs are often estimated to be 100 to 300 percent of the base salary of replaced employee.”
Society for Human Resource Management (SHRM)

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Complete Case Study and Report Archive

Click on a category below to see all available documents.

Rethinking Executive Compensation While Awaiting Section 162(m) Guidance

This whitepaper overview discusses steps organizations can take now, as they await insights and guidance on Federal Tax Code changes relevant to Section 162(m).
Download PDF

How Deferred Comp Plans Can Help Pass-Through Businesses

Retaining top talent in a competitive job market is challenging for any company; for many pass-through employers, keeping key employees can be a critical difference maker, especially in view of the high cost of replacing them. As companies deal with the impact of the Tax Cuts and Jobs Act, they must also factor in the cost to replace an employee.
Download PDF

 

Levelized Sinking Fund Study

A case study of a small private company’s option for stock repurchase and succession planning, including a look at emerging stock repurchase liability; stock repurchase analysis based on a 5 percent growth assumption and 50,000 shares for each of six executives; annual stock repurchase liability by year; taxable sinking fund at 6 percent gross, 30 percent blended tax and 4.2 percent net rate; and taxed advantaged sinking fund at 6 percent crediting rate/ net funding.
Download PDF

Creating Long-Term Value for Companies and Their Executives

This case study documents the challenges faced by a family-owned company with an outdated shareholder agreement, a serious need to retain certain key employees, and the problem of flat earnings over recent years. Explored within this report are multiple opportunities created when applying flexible solutions recommended by the team at Fulcrum Partners.
Download PDF

 

BDO USA, LLP, a Delaware limited liability partnership, is the U.S. member of BDO International Limited, a UK company limited by guarantee, and forms part of the international BDO network of independent member firms. BDO is the brand name for the BDO network and for each of the BDO Member Firms.

 

Fulcrum Partners Newsletter

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