Tax Services

Compensation & Benefits

Get clear, connected guidance on compensation and benefits services from experts who bring together tax, accounting, payroll and HR perspectives.
Armanino Solutions
Our Approach

What are Compensation & Benefits Services?

Armanino’s compensation and benefits services help leaders navigate a wide range of interconnected issues, from executive compensation to employee benefits, equity compensation, payroll and transaction-related diligence.

Because compensation and benefits decisions often affect multiple areas of your business, we bring together tax, accounting, payroll and HR expertise to help you understand the full impact of these decisions and address complex challenges.

Our advisors help you evaluate the tax, accounting, payroll and administrative implications of these issues, providing specialized guidance across executive compensation, equity programs, employee benefits, retirement plans and workforce compliance. We work closely with executives, CFOs, HR leaders, legal teams and boards to navigate complex decisions and address issues before they become larger business, compliance or reporting challenges.

Executive Compensation & Equity Advisory

Executive compensation and equity programs can create complex tax, accounting and compliance considerations that can affect both organizations and individual recipients. We help you understand the implications of executive pay arrangements, equity awards, deferred compensation and significant compensation events.

  • Equity compensation tax planning
  • Stock option, RSU and restricted stock guidance
  • Deferred compensation advisory
  • Executive compensation design and benchmarking
  • Compensation reporting and withholding considerations

Golden Parachute (Section 280G) Advisory

Mergers, acquisitions and other change-in-control events can trigger complex Section 280G requirements and significant excise tax exposure. We help companies and executives evaluate the impact of these rules, assess mitigation opportunities and manage compliance requirements throughout the transaction process.

  • Excise tax exposure analysis
  • Mitigation planning strategies
  • Reasonable compensation analyses
  • Transaction planning and readiness support
  • Coordination with legal counsel and transaction advisors

Qualified Small Business Stock (QSBS) Advisory

QSBS can provide significant tax benefits for founders, investors and early employees, but eligibility depends on highly technical requirements. We help companies and shareholders evaluate qualification criteria, document positions and assess planning opportunities before liquidity events.

  • QSBS eligibility assessments
  • Section 1202 analysis
  • Investor qualification reviews
  • Corporate restructuring impact analyses
  • Section 1045 rollover planning
  • Transaction and liquidity event planning

Compensation Plan Design

Compensation programs should motivate performance, support retention and align rewards with business objectives. We help you design and implement compensation structures that balance business goals with tax, accounting and administrative considerations.

  • Performance-based compensation programs
  • Executive compensation plan design
  • Equity compensation plan design
  • Phantom equity programs
  • Cash compensation plans
  • Compensation benchmarking
  • Total rewards assessments

Secondary Transactions & Liquidity Programs

Employee liquidity programs and secondary sales can introduce unexpected tax, accounting and reporting challenges for companies and shareholders alike. We help you understand these implications, evaluate risks and address the reporting and compliance requirements associated with liquidity events.

  • Tax analysis and structuring for tender offers, stock repurchases and employee share sales
  • Tax withholding calculations and reporting
  • ASC 718 accounting analysis and reporting
  • ASC 450 reserve assessments
  • Auditor support and technical documentation

Payroll Tax & Workforce Compliance

Payroll and workforce compliance issues can create significant tax and regulatory exposure when compensation is reported, withheld or classified incorrectly. We help you identify risks, address compliance concerns and work through payroll tax implications of compensation decisions before they become larger business challenges.

  • Payroll tax compliance reviews
  • Equity compensation payroll reporting
  • Tax withholding calculations and corrections
  • Employee vs. independent contractor analyses
  • IRS and state payroll issue remediation

Retirement Plans & Employee Benefits

Retirement and employee benefits programs play an important role in attracting and keeping employees, but they also require ongoing administration and compliance. We help you design, implement and administer retirement and benefit programs while providing guidance on the tax and regulatory considerations behind them.

  • 401(k), 403(b), 457(b) design and plan administration
  • Cash balance plan consulting
  • Nondiscrimination testing support
  • Form 5500 preparation support
  • Cafeteria plan compliance

Global Mobility & International Compensation

As you expand your business and workforce across borders, compensation programs become increasingly complicated. We help you address the tax, payroll and reporting considerations related to international assignments, cross-border employees and globally mobile workforces.

  • Global equity compensation design and support
  • Tax reporting and withholding guidance
  • Accounting compliance

Checklist

How to Choose a Compensation & Benefits Services Provider

Compensation and benefits decisions can have far-reaching implications across your business. And the right advisor can protect your interests, keep you compliant and help you avoid costly mistakes. Use these questions to evaluate whether a provider has the expertise to address both immediate needs and long-term challenges.

  • Cross-Functional Expertise. Can they advise on the tax, accounting, payroll and compliance implications of compensation, or only one area?
  • Executive Compensation Experience. What experience do they have supporting executive compensation, equity awards and compensation programs?
  • Transaction Readiness. How do they help leaders address compensation-related issues during M&A and liquidity events?
  • Payroll & Compliance Support. Can they assist with payroll tax compliance and compensation reporting requirements?
  • Benefits & Retirement Plan Expertise. What experience do they have with retirement plan design and employee benefit administration?
  • Risk Mitigation. How do they help leaders identify and address compensation-related risks before they become compliance or reporting issues?
  • Access to Senior Advisors. Will we have direct access to experienced professionals when complex compensation, tax or benefits matters arise?

PROVEN EXPERTISE

Why Armanino for Compensation & Benefits Services

Compensation issues rarely fit into a single category. A decision involving executive compensation, equity awards, payroll, benefits or a corporate transaction can create a cascade of issues across tax, accounting, compliance and reporting. Our team includes seasoned professionals with deep experience across compensation, payroll, benefits and transaction advisory.

Rather than approaching these issues through separate lenses, we bring together the specialized expertise needed to solve these interconnected problems efficiently. Whether you’re designing a compensation program, preparing for a secondary sale or addressing a compliance issue, you’ll work directly with senior professionals who provide practical, business-focused guidance tailored to your goals.

Get The Full Picture

See how your compensation and benefits decisions affect tax, accounting, payroll and compliance.