Tax Services

Compensation and Benefits

Compensation and benefits are critical to your ability to attract and retain the highly qualified talent you depend on. But no matter what size your organization is, you need to navigate ever-evolving regulations and a tax code that can seem exceedingly complex to avoid potentially costly consequences.

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Our Approach

Tax Strategies Tailored for Your Organization

Getting compensation and benefits right is critical to the success of every organization. Our tax and accounting specialists bring industry-leading knowledge to help you maneuver through potential missteps so you can enjoy the benefits of your thoughtfully formulated compensation program.

Whether you’re addressing newly implemented fringe benefits for remote workers, need to review 280G (golden parachute payment) planning and compliance, or have unintended 409A violations, we’ve got the expertise you need. We walk with you through common compensation and benefits issues, including:

  • Qualified Retirement Plans
    • 401(k)s, Cash Balance Plans, 403(b), 457(b), Cafeteria Plans
    • Plan Design, Documentation and Administration
    • Compliance Testing
    • 5500 Filings
  • Executive Tax Consulting
    • Nonqualified Deferred Compensation Plans [409A, 457(f)]
    • Long-Term Incentives Plan Design
    • Equity Plan Design, Accounting and Tax
    • 162(m) Planning and Analysis
    • Partnership Compensation Planning
    • Fringe Benefits
  • M&A and Other Due Diligence
    • 280G Planning and Analysis
    • Not-for-Profit 4960 Excise Taxes
    • Worker Classification
    • Payroll and Withholding Liabilities
    • IPO Readiness
Experts
Peter Klinger - Partner, Tax - San Ramon, CA
Partner
Peter has more than 25 years of experience in the compensation and benefits arena.

San Ramon, CA
Melissa Morgan - Senior Manager, Tax - Dallas TX | Armanino
Senior Manager
Melissa is a senior manager in Armanino's compensation and benefits planning practice.

Dallas, TX
Gerry Clancy - Partner, Tax - San Ramon CA
Partner
Gerry specializes in taxation and business advisory services.

Denver, CO
Resources
Tax Accounting News & Insights
Year-End Tax Planning for High-Net-Worth Individuals
Webinar
Our tax experts will dive deep into our annual year-end tax planning guide.

December 8, 2022 | 09:00 AM - 10:00 AM PT
Simplify 1099 Filing Service 2023 Webinar
Webinar
Discover how to streamline the 1099 filing procedure utilizing safe technology solutions to avoid the year-end rush.

December 7, 2022 | 10:00 AM - 11:00 AM PT
2022 NorCal Charitable Planning Mixer
Event
Enjoy great conversations, light bites, and refreshing drinks during our charitable planning mixer!

December 2, 2022 | 01:30 PM - 03:30 PM PT
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