NQDC Tax Audits

Steve Broadbent Hosts Webinar on NQDC Tax Audits

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Atlanta, GA – (June 9, 2022) Fulcrum Partners, a OneDigital Company announces the release of a new NQDC Tax Audits webinar by Senior Vice President- Retirement Steve Broadbent. Discussing “IRS Audits and the NQDC Plan,” Steve Broadbent looks at how the IRS Audit Guide, updated in 2021, provides valued insights for plan sponsors of nonqualified deferred compensation plans (NQDC).

Steve Broadbent, a Senior Vice President Retirement with the company, has more than twenty-three years of senior-level executive benefits advisory service, working with clients on the design, funding and security of nonqualified benefit programs for publicly traded or large, privately held corporations. He also served as the Deputy Assistant Secretary for the U.S. Department of the Treasury, appointed by President George H.W. Bush. Steve, a U.S. Navy retired Commander, is a recipient of the Meritorious Service Award from the Secretary of the Treasury and the Commissioner’s Award, which is the highest honor presented by the Commissioner of the Internal Revenue Service.

In an easy-to-follow assessment of the IRS Nonqualified Deferred Compensation Audit Technique Guide, Steve addresses key points of the guide, functions the guide cannot provide, and how organizations can benefit from the guide recognizing it as an auditor’s “playbook”.

The recorded webinar is available to view below. No preregistration is required to view IRS Audits and the NQDC Plan with Steve Broadbent. Viewers with questions or who would like to be contacted after watching the webinar are invited to contact Steve Broadbent directly. Contact information is included as part of the recorded webinar.

Learn more about Steve Broadbent and other executive benefits specialists at Fulcrum Partners, a OneDigital Company (fulcrumpartnersllc.com/team/). To find out more about how organizations and executives can benefit from the use of nonqualified deferred compensation (NQDC) plans, follow Deferred Compensation News.

About Fulcrum Partners, a OneDigital Company

Fulcrum Partners (fulcrumpartnersllc.com). With a team of experienced industry professionals who serve with diverse skillsets, targeted experience and in-depth expertise in executive compensation and benefits consulting, the financial professionals at Fulcrum Partners, a OneDigital Company, focus on an integrated approach to the design, financing and plan administration of executive benefits programs. Originally founded in 2007, today the company is part of the OneDigital advisory firm and has executive benefits advisory offices in Atlanta, Georgia; Chicago, Illinois; Charleston and Bluffton, South Carolina; Cleveland, Ohio; Delray Beach, Orlando and Ponte Vedra, Florida; Los Angeles and Irvine, California; Portland, Oregon; Salt Lake City, Utah; Dallas/Fort Worth, Texas and Washington D.C.

About OneDigital

OneDigital delivers strategic advisory consulting and technology-forward solutions to more than 85,000 employers across the nation. As employee health care, wellness, and workplace benefits continue to converge, businesses of all sizes have relied on OneDigital’s exceptional advisory teams for counsel in employee benefits, wellbeing, human resources, pharmacy consulting, property and casualty solutions, as well as the retirement and wealth management services provided through OneDigital Investment Advisors. OneDigital’s commitment to technology and innovation enables its 3,000 advisors to deliver the most modern and intuitive customer experience anywhere in the industry.

OneDigital has been named as a Best Place to Work in Insurance by Business Insurance. For more information, visit OneDigital.com.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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