IPB Partners' Presentation on 162(m) and 409A/Current Employee Benefits Hot Topics

Two members of Ivins’ Employee Benefits and Executive Compensation practice group - Rosina Barker and Jonathan Zimmerman – recently had the opportunity to present on Sections 409A and 162(m) at the recent Tax Executives Institute’s 67th Annual Conference in Hollywood, Florida. We thought Ivins’ clients and friends might be interested in a copy of their presentation and so have provided a link to it for your convenience.  Presentation

Ivins, Phillips & Barker has a broad-based tax and employee benefits practice, with specialties in international, tax accounting, partnership, and corporate tax.  Rosina and Jonathan are part of our Employee Benefits and Executive Compensation practice group, which helps clients solve their most high-profile, sensitive and big-ticket compensation and benefits issues. For example:

• Pension De-Risking: We obtained one of the first two PLRs allowing a defined benefit pension plan to "cashout" the benefit of retirees in pay status. We have advised numerous major employers on the tax and ERISA aspects of all de-risking strategies, including portfolio alignment, lump sum cashouts, annuity purchases and plan termination.
• Other IRS Representation: Clients turn to us when an IRS "yes" is a must-have. For example, we obtained the largest pension plan funding waiver in US history. We obtained the first TAM to uphold the legality of a controversial pension plan design, persuading the IRS to reverse its own position on a previous Supreme Court amicus brief.
• Executive Compensation: We "advise the advisors." Our clients include not only major employers, but consulting firms that come to us for our expertise in Section 409A, Section 162(m), and fringe benefits.
• Cross-Border Design: We combine expertise in compensation and international tax issues to help multinational clients solve the compensation issues raised by in-bound and out-bound executives.

If you wish to learn more about how Ivins, Phillips & Barker can help your company, please do not hesitate to explore our website or contact either Rosina Barker (202.662.3420), Jonathan Zimmerman (202.662.3464) or Bob Stack (202.662.3458).