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Executive benefits consulting firm, Fulcrum Partners LLC, is proud to share this AALU WR Marketplace Report on: Rabbi Trusts – An Important Adjunct to Deferred Compensation Plans.
In our continuing efforts to educate our clients on the regulatory and tax issues impacting deferred compensation plans, we are sending you this AALU report on two important issues to consider when designing a deferred compensation plan. The AALU WRMarketplace Report, prepared by the AALU staff and Greenberg Traurig, one of the nation’s leading law firms in tax and wealth management, provides both background and current views on these important issues.
MARKET TREND: With high-earning executives increasingly focused on income tax planning, deferring compensation often will be a primary objective. Taxpayers and advisors will need to understand fundamental principles of income taxation to effectively implement deferred compensation arrangements as a part of the overall tax plan.
Contact Fulcrum Partners
Contact Fulcrum Partners and see the difference it makes when your company’s unique executive benefits needs are met by one of the most experienced, knowledgeable, and caring teams in the industry.
Fulcrum Partners, LLC.
818 A1A North, Suite 304
P.O. Box 1909 (ZIP 32004-1909)
Ponte Vedra Beach, FL 32082
904.296.2563 or firstname.lastname@example.org