Recorded webcast

Lifecycle of executive compensation for tax-exempt entities

December 02, 2024
Event details
Date and time

Monday, December 02, 2024

Recorded, watch anytime

Intended audience

Chief financial officers, tax professionals, controllers and other finance professionals at exempt organizations, legal and human resources representatives at exempt organizations

Duration

60 minutes

Fee

Complimentary

Event overview

Thank you for attending our webcast on managing key tax considerations associated with executive compensation for tax-exempt organizations.

During the session, we explored strategies to help exempt organizations attract and retain top talent, structure effective compensation packages, and navigate complex tax regulations, including section 4960 excise taxes. Attendees gained valuable insights on:

  • Building competitive executive compensation packages and managing transitions effectively.
  • Designing compliant and beneficial nonqualified deferred compensation plans, including section 457(f) and nongovernmental 457(b) plans.
  • Proactively mitigating exposure to section 4960 excise taxes.

If you missed the webcast or would like to revisit key takeaways, access the recording and related resources below.


Presenters
  • Karen Field
    Karen Field
    Senior Director
    RSM US

    Karen Field has over 40 years of experience providing consultation services in the employee benefits sector. Her background experience includes working with qualified 401(k), IRA, executive compensation, equity compensation and pension issues.

    Karen Field
    Karen Field
    Senior Director
    RSM US

    Karen Field has over 40 years of experience providing consultation services in the employee benefits sector. Her background experience includes working with qualified 401(k), IRA, executive compensation, equity compensation and pension issues.

  • Lauren Nowakowski
    Senior Manager
    RSM US
    Lauren Nowakowski
    Senior Manager
    RSM US
  • Alexandra O. Mitchell
    Education Sector Leader, Principal
    RSM US

    Alexandra Mitchell is a principal and the leader of the exempt organizations and philanthropy group in the Washington National Tax office of RSM US LLP.

    Alexandra O. Mitchell
    Education Sector Leader, Principal
    RSM US

    Alexandra Mitchell is a principal and the leader of the exempt organizations and philanthropy group in the Washington National Tax office of RSM US LLP.


Event details
Date and time

Monday, December 02, 2024

Recorded, watch anytime

Intended audience

Chief financial officers, tax professionals, controllers and other finance professionals at exempt organizations, legal and human resources representatives at exempt organizations

Duration

60 minutes

Fee

Complimentary

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