Kirk Sherman Email and Phone Number

Since 1984 we have represented tax-exempt and taxable employers in designing and documenting their key employee benefit plans, and in determining how to report compensation on Form 990 and Form W-2. Healthcare organizations and credit unions have been a particular focus. We work cooperatively with a variety of planners and compensation consultants, striving to acheive the best results for our clients.We represent executives in need of new employment agreements, or executives who have been presented with a new employment agreement.We also represent employers under IRS audit with respect to key employee compensation issues, particularly as they relate to structure and taxation.Specialties: Supplemental executive compensation plan design, analysis and documentation, focusing in nonqualified deferred compensation plans (i.e., Sections 451, 457(b), 457(f) and 409A), split dollar life insurance, post-retirement medical plans, disability benefits, retention plans, incentive plans and death-benefit-only plans; employment agreement analysis and documentation; Form 990 reporting