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Archives: July 2017

Your compensation may take several forms, including salary, fringe benefits, and bonuses. If you work for a corporation, you might also receive stock-based compensation, such as stock options. These come in two varieties: nonqualified (NQSOs) and incentive (ISOs). With both…

It can be easy to forget all about taxes during summertime, when “the livin’ is easy,” as the Gershwin song goes. But if you start your tax planning now, you may avoid an unpleasant tax surprise when you file next…

A new Statement on Auditing Standards (SAS) that is being proposed will directly affect trustees, management, and those responsible for plan governance.  Should the SAS be adopted in its current form, the requirement for management to demonstrate compliance with all…

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