Action Items to Prepare for the 2019 Proxy Season

Fulcrum Partners Executive Benefits News

Deferred Compensation News is pleased to share this important end-of-year discussion featuring Attorneys Michael S. Melbinger and Nyron J. Persaud of Winston & Strawn LLP. Providing a checklist of action items to address in preparation for the 2019 proxy season, the presentation covers: Lessons Learned from the 2018 Proxy Season Changes in Law, Regulations, and Proxy Advisor Guidelines Since Last …

2018 Year-End Compliance Checklist Employment Benefit Plans Isler Dare

Fulcrum Partners Executive Benefits News

This checklist of end-of-year employee benefits compliance deadlines is provided courtesy of Isler Dare PC (www.islerdare.com) and was written by Andrea I. O’Brien, Vi D. Nguyen, and Ashley F. Hedge. 2018 Year-End Compliance Checklist As 2018 quickly comes to a close, we wanted to remind employers of some key year-end compliance deadlines for their retirement and health and welfare plans. …

Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities

Fulcrum Partners: Helping Organizations Define Optimal Executive Benefits Opportunities

Fulcrum Partners Executive Benefits News

In the weeks leading up to the passage of the Tax Cuts and Jobs Act of 2017, nearly everyone that receives, contributes to, sponsors or advises on executive compensation, experienced some level of “tax code change anxiety”. While full clarification on a few select aspects of federal tax code reform is still pending, many defined strategies and opportunities are available. …

162(m) Grandfathering Rules: Will Your Auditors Be Asking?

Fulcrum Partners Executive Benefits News

The recent publication of IRS Guidance on Tax Code Section 162(m), has led to commentary and discussion, especially regarding the guidance provided on 162(m) grandfathering rules. As part of our commitment to provide valued insights, we share this update from the Executive Compensation Blog. Some of the Twists and Turns of the 162(m) Grandfathering Rules Publishing date: Aug 23, 2018 …

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 …

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 …

SEC Relaxes Rule 701(e) Reporting Requirements for Private Company Stock Plans

SEC Relaxes Rule 701 Reporting Requirements for Private Company Stock Plans

Fulcrum Partners Executive Benefits News

Fulcrum Partners is pleased to share important insights from Michael S. Melbinger, a partner in the Chicago offices of Winston & Strawn LLP. Mike practices exclusively in the area of executive compensation and employee retirement benefit issues for corporations, boards of directors, partnerships, executives, and fiduciaries. We share his comments below: Rules Changes Regarding Private Company Stock Plans On July 18, …