Learn key differences between IRC Section 409A and gift tax valuations for private company stock in estate planning ...

As estate planning and executive compensation strategies become increasingly sophisticated, the intersection of Internal Revenue Code Section 409A valuations and gift tax valuations has emerged as a ...

Discover how phantom stocks and stock appreciation rights (SARs) provide employees with benefits linked to company ...

The Los Angeles Dodgers took a page from World Series champion Bobby Bonilla when adopting the deferral-heavy approach they’ve become known for. Bonilla, widely viewed as the godfather of deferrals, ...

“A section 351 exchange is a gain-deferral strategy—it does not eliminate the gains,” said Rafia Hasan, chief investment officer at Perigon Wealth Management in Chicago. “Selling the ETF will still ...

They're all the rage these days, with teams using them to free up their cash flow, players using them for long-term security and tax advantages purposes, and fans using the practice as reason to lash ...

China Vanke has secured approval from bondholders to postpone some debt payments. This move provides the property developer with crucial breathing room. Beijing's intervention played a role in Vanke's ...

Rumor: The Office of Personnel Management has not been communicating the status of the progress of the retirement claims that have not been finalized yet. Solution: It is true that sometimes there ...

The standard recommendation is that people wait at least 6 weeks before having sex after a C-section, or until their doctor or midwife says it is safe. They may also need to take a few precautions and ...

457(b) plan allows extensive salary deferrals into tax-advantaged accounts. No penalty for early withdrawals in 457(b), unlike other retirement plans. Catch-up contributions permitted for older or ...

401(k) contributions increase in 2025 and 2026, aiding longer-term savings growth. Qualified distributions from a 401(k) start at age 59 1/2 or separation after age 55. Early 401(k) withdrawals incur ...