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