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Getting a refund typically means receiving a welcome windfall. Not so when it comes to 401(k) refunds, also known as corrective distributions. Corrective distributions are troublesome for both employers and employees. If it becomes necessary for an employer to issue a 401(k) refund, that means the 401(k) plan has failed [Read More]

A political power change from the 2020 election in favor of the Democratic Party could be followed by sweeping legislative changes in 2021 impacting high-income and high-net-worth taxpayers in the form of higher income and transfer tax rates and/or severe limitations on, or eliminations of, many common estate planning techniques [Read More]

In partnership with Vinings, we are pleased to offer Leadership Total Rewards. During these unprecedented times, these services can help review your Executive management compensation and short/long term incentive programs. One of the keys to financial recovery post-COVID will be to have the proper management team in place, with the [Read More]