boma_ex3


Exhibit 3: SERP Swap Results for a Company
Assumes a 50-year-old exchanges a $500,000 deferral balance and $50,000 of annual deferrals for five years..

 

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A new line of business to consider

Technology assessments may open the door to new engagement opportunities for your firm. What is a technology assessment? How do you perform one? JofA Tech Q&A author J. Carlton Collins shows you in a detailed explanation.

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Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.