Stein Sperling’s tax attorneys assist businesses in managing the tax aspects of employee benefit plans and executive compensation packages. We work closely with you to understand your business’s requirements and goals. Our experienced tax attorneys, collaborating with our business law and employment law departments, are knowledgeable in the complexities of a wide range of compensation plans, including incentive stock options, nonqualified options, restricted stock, phantom equity, and stock appreciation rights. As your business prepares for structural changes, such as planning a merger or division, we help you anticipate and evaluate the potential financial impacts on benefit plans. Additionally, we aid in the retaining of key employees with strategies such as issuing stock, partnership interests, and limited liability company membership interests.

Throughout the planning and implementation phases, we work closely with our employment law department to ensure that your compensation and benefits plans comply with both state and federal employment laws and the intricate Section 409A regulations governing deferred compensation. This integrated approach helps you manage your executive compensation packages effectively while navigating the legal complexities involved.