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    • Tax
    Creating Pre-Tax Severance  Benefits
    Mezrah Consulting
    • Mar 25, 2021
    • 4 min

    Creating Pre-Tax Severance Benefits

    When most people think about compensation, few think about severance as a form of compensation they will receive. It is important to plan...
    69 views0 comments
    IRS Issues New 162(m) Rules Related to Grandfathered Benefits under Deferred Compensation Plans
    Mezrah Consulting
    • Sep 19, 2018
    • 6 min

    IRS Issues New 162(m) Rules Related to Grandfathered Benefits under Deferred Compensation Plans

    Changes to 162(m) made by the Tax Act expand the $1 million deduction limit for covered employees at public companies.
    76 views0 comments
    Deferred Compensation Plan Asset / Liability Reconciliation Managing Profit and Loss (P&L)
    Mezrah Consulting
    • May 28, 2018
    • 5 min

    Deferred Compensation Plan Asset / Liability Reconciliation Managing Profit and Loss (P&L)

    June 2018 Deferred Compensation Plans can be designed and funded to have little to no P&L impact. However, even the most well thought...
    54 views0 comments
    Economic Benefit of Life Insurance Under Final Split Dollar Regulations
    Mezrah Consulting
    • Apr 3, 2018
    • 4 min

    Economic Benefit of Life Insurance Under Final Split Dollar Regulations

    Final split dollar regulations provide that the value of current life insurance protection will be based on a premium factor designated...
    56 views0 comments
    MC Briefcase: Best Allocation of Corporate Tax Savings
    Mezrah Consulting
    • Mar 19, 2018
    • 5 min

    MC Briefcase: Best Allocation of Corporate Tax Savings

    March 19, 2018 US corporations will be receiving a significant injection of cash by way of tax savings due to the recent Trump Tax...
    23 views0 comments
    MC Briefcase: Impact of the Tax Cuts and Jobs Act on Life Insurance Product Pricing
    Mezrah Consulting
    • Feb 16, 2018
    • 3 min

    MC Briefcase: Impact of the Tax Cuts and Jobs Act on Life Insurance Product Pricing

    February 2018 The Tax Cuts and Jobs Act (“Tax Law”), which became effective on January 1, 2018, includes several provisions that impact...
    20 views0 comments
    Using Deferred Compensation Plans to Obtain Merger and Acquisition Advantages
    Mezrah Consulting
    • Jan 5, 2018
    • 4 min

    Using Deferred Compensation Plans to Obtain Merger and Acquisition Advantages

    March 31, 2021 (republished) When people think of deferred compensation plans (DCP), several words typically come to mind – “income...
    194 views0 comments
    Resurgence of Executive Benefits – Attracting and Retaining Executive Talent
    Mezrah Consulting
    • Apr 21, 2017
    • 4 min

    Resurgence of Executive Benefits – Attracting and Retaining Executive Talent

    April 20, 2017 Since the Tax Reform Act of 1986 corporations have looked to non-qualified plans to allow themselves to better attract and...
    25 views0 comments
    RSUs and PSUs – A Versatile Tool to Attract and Retain Executive Talent While Providing Unique Defer
    Mezrah Consulting
    • Mar 3, 2017
    • 3 min

    RSUs and PSUs – A Versatile Tool to Attract and Retain Executive Talent While Providing Unique Defer

    There are many effective tax-planning tools for corporations who are looking to incentivize employees. Restricted Stock Units (RSUs) or...
    3,277 views0 comments
    IRS Enhances Defined Benefit Plans
    Mezrah Consulting
    • Feb 24, 2017
    • 7 min

    IRS Enhances Defined Benefit Plans

    February 24, 2017 MARKET TREND: Given longer life expectancies, defined benefit (“DB”) plan participants may want to hedge against...
    21 views0 comments
    Death Benefits Excluded From Tax Expenditure List
    Mezrah Consulting
    • Feb 17, 2017
    • 1 min

    Death Benefits Excluded From Tax Expenditure List

    February 2, 2017 Recently, the Joint Committee on Taxation (JCT) released the annual update for its tax expenditure list, which included...
    17 views0 comments
    SERP – Providing Benefits to Your Most Valuable Employees
    Mezrah Consulting
    • Dec 12, 2016
    • 3 min

    SERP – Providing Benefits to Your Most Valuable Employees

    There are many moving parts when it comes to building a successful company. Managing day-to-day operations, overseeing the development...
    24 views0 comments
    Using Target Date Funds in Your Plan
    Mezrah Consulting
    • Nov 30, 2016
    • 3 min

    Using Target Date Funds in Your Plan

    Target date funds (also known as lifecycle funds) have become increasingly popular in retirement plans. Close to 70% of 401(k) and...
    11 views0 comments
    Important Factors to Consider When Designing Executive Benefit Packages
    Mezrah Consulting
    • Nov 4, 2016
    • 2 min

    Important Factors to Consider When Designing Executive Benefit Packages

    Incentivizing executives to meet business objectives is one of the most important factors in designing executive benefit packages. A...
    177 views0 comments
    Are You Ready for Enrollment?
    Mezrah Consulting
    • Oct 27, 2016
    • 2 min

    Are You Ready for Enrollment?

    The fall season can be one of the best times of the year. It’s the start of football season, pumpkin flavored coffees, cooler weather and...
    12 views0 comments
    MezU: Equity-Based Incentive Compensation, Actual vs. Synthetic Equity Part 1 – An Introduction
    Mezrah Consulting
    • Oct 21, 2016
    • 7 min

    MezU: Equity-Based Incentive Compensation, Actual vs. Synthetic Equity Part 1 – An Introduction

    October 21, 2016 MARKET TREND: The competition for executive talent remains high. Various approaches for tying executive compensation to...
    60 views0 comments
    Proposed Section 457(f) Regulations Published
    Mezrah Consulting
    • Aug 9, 2016
    • 8 min

    Proposed Section 457(f) Regulations Published

    August 9, 2016 On June 21, 2016, the Treasury Department issued long-awaited proposed regulations under Code Section 457(f) regarding...
    17 views0 comments
    Proposed Section 409A Regulations Published
    Mezrah Consulting
    • Aug 8, 2016
    • 7 min

    Proposed Section 409A Regulations Published

    August 8, 2016 The IRS recently issued proposed regulations supplementing the existing regulations and guidance on the application of...
    19 views0 comments
    8 Key Questions for Code 409A Compliance
    Mezrah Consulting
    • Jun 1, 2015
    • 6 min

    8 Key Questions for Code 409A Compliance

    June 1, 2015 MARKET TREND: As tax-qualified retirement plans allow income deferral on a fairly limited annual basis, the popularity of...
    39 views0 comments
    Proposed Tax Reforms Target Retirement Benefits of High Net Worth Individuals
    Mezrah Consulting
    • Feb 3, 2015
    • 11 min

    Proposed Tax Reforms Target Retirement Benefits of High Net Worth Individuals

    February 3, 2015 SUMMARY: The Administration’s 2016 Budget renews many prior proposals relating to retirement plans and adds a few new...
    11 views0 comments
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    © 2021 Mezrah Consulting. All rights reserved.


    Disclaimer:
    Mezrah Consulting and/or its agents are licensed to sell traditional life insurance in: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, LA, MA, MD, NJ, NY, VA, WV. Insurance services are limited to residents of the above listed states. Residents of other states should consult with a local agent for insurance services.


    Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment advisory products and services offered through Lion Street Advisors, LLC, an investment advisor registered with the SEC. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Variable life and annuity products, as well as other securities products, may be sold in the following states: CA, MD. Residents of other states should consult with a local registered representative for securities products.  Please visit Lion Street Financial, LLC to see the Lion Street Financial, LLC Client Relationship Summary. Please visit Lion Street Advisory, LLC to see the Lion Street Advisory, LLC Client Relationship Summary.

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    The contents of this site are for informational purposes only and are not to be construed as an offer to sell or a solicitation to buy any securities. Such offers can only be made where lawful under applicable law. The contents of this site have been compiled from sources that we believe to be reliable, but are not guaranteed. Mezrah Consulting does not warrant, guarantee or make any representation, or assume any liability with regard to financial results based on the use of the information in the site.


    The principal place of business and the state of domicile for Mezrah Consulting is: 5690 West Cypress Street, Suite A, Tampa, FL 33607.


    Mezrah Consulting is Independently Owned and Operated. Check the background of this firm and/or investment professional on FINRA's Brokercheck.

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