Tax Services

Compensation and Benefits

Compensation and benefits are critical to your ability to attract and retain the highly qualified talent you depend on. But no matter what size your organization is, you need to navigate ever-evolving regulations and a tax code that can seem exceedingly complex to avoid potentially costly consequences.

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Our Approach

Tax Strategies Tailored for Your Organization

Getting compensation and benefits right is critical to the success of every organization. Our tax and accounting specialists bring industry-leading knowledge to help you maneuver through potential missteps so you can enjoy the benefits of your thoughtfully formulated compensation program.

Whether you’re addressing newly implemented fringe benefits for remote workers, need to review 280G (golden parachute payment) planning and compliance, or have unintended 409A violations, we’ve got the expertise you need. We walk with you through common compensation and benefits issues, including:

  • Qualified Retirement Plans
    • 401(k)s, Cash Balance Plans, 403(b), 457(b), Cafeteria Plans
    • Plan Design, Documentation and Administration
    • Compliance Testing
    • 5500 Filings
  • Executive Tax Consulting
    • Nonqualified Deferred Compensation Plans [409A, 457(f)]
    • Long-Term Incentives Plan Design
    • Equity Plan Design, Accounting and Tax
    • 162(m) Planning and Analysis
    • Partnership Compensation Planning
    • Fringe Benefits
  • M&A and Other Due Diligence
    • 280G Planning and Analysis
    • Not-for-Profit 4960 Excise Taxes
    • Worker Classification
    • Payroll and Withholding Liabilities
    • IPO Readiness
Resources
Tax Accounting News & Insights
The 5 Decisions Real Estate Owners Must Make in 2026
Webinar
Guidance for real estate leaders evaluating financing, tax and operational priorities in a shifting market.

June 16, 2026 | 10:00 AM - 11:00 AM PT
5 Common Business Mistakes That Make You an Audit Target
Article
If you’re doing any of these things on your tax return, you’re asking for a date with the IRS. Learn what to do instead.

June 05, 2026
Year-Round Tax Planning Checklist for Corporations
Checklist
Corporate leaders find that tax planning works best when it happens all year, not just at filing time.

May 04, 2026
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