Andersen Tax

Andersen Tax


Compensation & Benefits

Andersen Tax understands the considerable investment companies make in developing competitive compensation and benefit plans intended to provide a foundation for its executive’s well-being. But just laying the groundwork is not enough. Part of maximizing the value of employee benefits is also figuring out how to integrate them into other financial planning considerations. Andersen Tax can help executives understand all of the benefit programs available and assist them to maximize the value of these company-provided benefits.

Andersen Tax offers outstanding service to businesses and executives in the complex area of employee compensation and benefits. We can:

  • Provide general tax consulting services on compensation and benefits issues
  • Help your business develop and implement non-qualified deferred 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
  • 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