LG Legacy Group professionals possess the real-world experience and proficiency to provide a full range of tax compliance and planning services to qualified retirement plans, stock appreciation rights, executive deferred compensation plans, and equity-based plans such as options, welfare plans, (SARs), and phantom stock.

Our services include:

  • Tax review and advice on equity-based plans (options, SARs, phantom stock)
  • Income tax projections and options modeling for RSU’s, NQSO’s and ISO’s, etc.
  • Annual Form 5500 preparation for 401(k)/profit sharing plans
  • Executive Deferred Compensation planning regarding 409A regulations