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Fridays with Benefits Webinar | All in the Family: 21st Century Benefit Plan Strategies for Family-Owned Businesses

Those were the days: when family-owned businesses paid only passing attention to the business value of providing tax-efficient—and incentivizing—benefit plans and compensation options. Tomorrow, Employee Benefits partner Todd Solomon and Private Client partner Bobbi Bierhals join host Judith Wethall during our Fridays with Benefits webinar series to discuss benefit plans and compensation strategies for modern family-owned companies and family offices.

Join our lively 45-minute discussion, where we’ll discuss the following points:

  • Benefit plan options and unique challenges for family-owned companies and family offices
  • The latest compensation strategies to incentivize employees
  • Options for providing value without a direct ownership stake in the family-owned company

Friday, June 7, 2019

10:00 – 10:45 am PST
11:00 – 11:45 am MST
12:00 – 12:45 pm CST
1:00 – 1:45 pm EST

Register Now.




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Tax and Benefits Considerations for Service Providers for Family Offices

Patrick McCurry and Todd Solomon wrote this bylined article on how family offices are using sophisticated techniques to compensate their employees in a tax-efficient manner. “We expect to see the continued use of equity to deliver tax-efficient compensation to family office employees while aligning the economic interests and incentives of the family and the family office’s key employees,” the authors wrote.

Continue Reading.

Originally published in Tax Executive, February 1, 2018.




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