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Mezrah Consulting Sharing Ideas, Adding Value Who We Are We are an idea company: we offer our clients highly creative and innovative solutions to better attract and retain executive talent . Mezrah Consulting’s work in Executive Benefits, Executive Compensation, Bank Owned Life Insurance, and with Private Clients is as creative as it is disciplined. ​ We work hard to uncover value and provide elegant solutions that most have never seen or even thought about while recognizing risks others ignore. Play Video Facebook Twitter Pinterest Tumblr Copy Link Link Copied Now Playing 01:08 Play Video Now Playing 02:47 Play Video Now Playing 03:21 Play Video Now Playing 03:40 Play Video What We Do How We Measure Up 28 12 Over 28 Years of Consulting 12 Industries Served 300 Over 300 Companies Consulted With 200k Over 200,000 Compliant 409A Transactions Annually How We Measure Up Our Partners Our Partners In The News The Business Athlete: Todd Mezrah Interviewed on ForbesBooksAudio Podcast 559 0 2 likes. Post not marked as liked 2 FEI Tampa Bay Chapter Friday, September 24th "Clays For A Cure" Sporting Clays Tournament 398 0 2 likes. Post not marked as liked 2 2021 Proposed Tax Changes Summary 352 0 Post not marked as liked In The News

Executive Benefits Our focus and biggest value add is in designing plans, from a structural and plan provisions perspective, that provide ways for executives and companies to accumulate wealth on a tax favored basis. Our expertise is in plan design, funding, financing, implementation, and administration of non-qualified executive benefit plans to better attract and retain executive talent for publicly traded and privately held companies as well as financial institutions. Executive Benefits Focus Deferred Compensation Plan (DCP) Concept where an executive can elect to defer, pre-tax, an unlimited amount of compensation (salary and/or bonus) and receive that compensation as a distribution at a specified period in the future (distributions are taxable as ordinary income). This deferral grows tax-deferred and the plan is not subject to discrimination testing unlike qualified retirement plans. Learn More Long Term Incentive Plan (LTIP) A company paid benefit designed to help the company ​achieve specified performance goals and retain key talent. Contributions are ​performance-based and can vest over time. Benefits accrue tax deferred and may be received during employment or at retirement. Learn More Super Roth An executive owned, company endorsed benefit that allows the executive to contribute unlimited after-tax dollars. The executive directs the company to ​make contributions into the plan from their compensation. Distributions are income tax-free by way of withdrawals up to basis followed by loans taken against the policy thereafter. Plan can also provide asset protection. Learn More Split-Dollar Plan Life insurance policy on an individual where the death benefit is shared ​between the company and the individual. Premium payments are made by the company and Split-Dollar Plans are typically structured to where ​the company is reimbursed for their premium payments upon the death of the executive. Learn More Supplemental Executive Retirement Plan (SERP) A company paid benefit designed to maintain the ​executive’s employment until retirement when the executive will then receive this as a stream of taxable income. Contributions can be made through ​defined contributions during employment and accrue tax-deferred or the ​benefit provided at retirement can be a defined benefit which is based on a ​formula (e.g. 50% of the executive’s 3 year average salary). ​ Learn More Executive Disability Income (EDI) Allows for income replacement for a specified duration (typically through age 65) in the event an individual suffers a disability and is unable to work. EDI typically picks up where Short-Term Disability ends, and the plan can be structured in a number of ways including whether or not the individual is able to find work in their current occupation (own occupation). Learn More Executive Long Term Care Plan Insurance used to offset costs associated with assisted living expenses from ​a care giver. These benefits are received income tax-free with a guaranteed death benefit and return of premium if the Long Term Care is not used. Premium payments can be made after-tax by either the company or the ​individual and the policy is individually owned. Learn More Estate Preservation Plan (EPP) A company paid benefit that creates an asset outside of the executive’s estate. At death, the tax-free death benefit can be used to offset the executive’s estate taxes.​ ​ Learn More DCP LTIP Super Roth Split Dollar Plan Supplemental Executive Retirement Plan (SERP) Executive Disability Income (EDI) Executive Long Term Care Plan Estate Preservation Plan (EPP)

Careers Mezrah Consulting is always looking for smart, ambitious people who want to grow and become part of an organization that strives to be the best at what they do. Click Learn More below to see the opportunities we have available for exceptional talent. For more information about current opportunities or any other areas where you think you can add value, please email us at careers@mezrahconsulting.com . ​ You may also use the above email link to upload a resume.

Blackchalk Blackchalk is Mezrah Consulting’s internal R&D think tank where unique proprietary ideas, planning strategies, and products are born. Extensive research and development is conducted on select strategies and potential opportunities, which includes an arduous and thorough evaluation and due-diligence process. This process incorporates internal analytics as well as outside third party counsel on tax, accounting, financial, and regulatory items. Moreover, the market need and timing for the concept, product, and strategy are shared with select clients to get their thoughts and input prior to going to market. Blackchalk has been the genesis of several unique solutions in all areas of discipline where Mezrah Consulting is focused (e.g. Executive Benefit and Compensation Consulting, Company Owned Life Insurance, Bank Owned Life Insurance, et cetera).

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