Employment

  • Employee benefits analysis
  • 401(k), 403(b), 457, profit sharing, TSP, SEP and SIMPLE IRA retirement account analysis
  • Restricted Stock Units, RSUs and stock option planning and exercise strategies
  • Employer-sponsored life and long-term care insurance analysis
  • HSAs/FSAs and other “a-la-carte” employee benefits analysis
  • Corporate retirement plan establishment, management, and consulting
    → 401(k), 403(b), 457, profit sharing, TSP, SEP and SIMPLE-IRAs
    → Defined benefit (DB) / pension plans
    → Non-qualified deferred compensation (NQDC) plans
    → Employee stock ownership plans (ESOPs)
  • Business cash management and optimization
  • Business succession, exit, and transfer planning
    → Buy-sell agreement consulting and funding
    → Key person life insurance consulting and funding
  • Business financing