Alan counsels a wide variety of clients – publicly traded, privately held, tax-exempt and governmental – as they navigate the highly regulated space of Employee Benefits and Executive Compensation. He works closely with clients to design and draft durable and strategic benefit plans that meet compliance benchmarks while aligning with business goals, including:

• Employee stock ownership plans (ESOPs)
• 401(k) and other qualified retirement plans
• Internal Revenue Code section 409A and other laws regulating nonqualified deferred compensation plans for executives
• Equity and phantom equity plans for public and privately held companies
• Welfare and fringe benefit plans

Education

The Corporate Transparency Act: Implications for ESOPs

The Corporate Transparency Act (CTA) took effect on January 1, 2024. With the aim of deterring money laundering and other illegal activity through Read the full article >