Search for "Pulaski Financial Corp. Deferred Compensation Plan"

Larry W. Rudawsky has over thirty years of experience in the area of employee benefits and has extensive knowledge in the areas of reviewing, developing and implementing defined benefit plans, defined contribution plans, non-qualified deferred compensation plans, employer-sponsored IRA plans and managed IRAs. Larry has overseen regulatory compliance for qualified, nonqualified, and VEBA plans and he has drafted plan documents for Taft-Hartley, 401(a), 401(k), 403(b), 457 and 409A plans. He counsels clients on employee benefit issues in mergers and acquisitions, on equity incentive compensation, and on the design and operation of Employee Stock Ownership Plans (ESOPs). Prior to joining the firm,...

A large portion of my practice is devoted to the division of retirement accounts requiring Qualified Domestic Relations Orders or QDRO’s. In this unique area of law, I can bring a sense of calm and order by reviewing and offering advice as to the division of most deferred compensation plans.

I bring a diverse background with plenty of life experience to the table for my clients. Before taking the plunge into law school and the practice of law, I worked in the Kern County District Attorney’s Office, Bureau of Investigation, Kern County Employees’ Retirement Association (KCERA) and ran a successful termite...

My practice encompasses a wide variety of tax matters for businesses and individuals including partnership, corporate and individual taxation issues, international tax planning, entity formation, and mergers and acquisitions. I have represented clients in the real estate, entertainment, and healthcare industries. I structure transactions to optimize tax results, including tax-deferred Section 1031 real property exchanges. I draft and negotiate partnership and limited liability company operating agreements, and other contracts relating to the formation, sale, merger, acquisition, and liquidation of companies. I also handle executive compensation matters, including non-qualified deferred compensation plan and stock...

ARTHUR J. LEONARD Principal Arthur Leonard devotes his practice to the needs of closely-held businesses and their principals through U.S. and multinational income tax planning, asset protection planning, estate planning, business succession planning, and deferred compensation planning. He also assists individuals of various incomes with estate and Medicaid planning. He is an author of RIA State and Local Taxes, an influential national resource for lawyers and accountants and for the National Business Institute and Lorman, and other business and tax law publishers. He has also written a popular column on tax law for a leading Rhode Island...

Jonathan M. Cerrito counsels sponsors of multiemployer and single-employer plans, companies, tax-exempt entities and executives on all matters of tax, ERISA, employee benefits, nonqualified deferred compensation arrangements and the employee benefit aspects of mergers. Jonathan was named by the Whitman School of Management of Syracuse University as one of the 2009 -40 Under - based on extraordinary achievement in his career and contributions to the community. Jonathan regularly advises on the design, operation, merger and termination of tax-qualified pension plans and welfare benefit plans. His practice includes advising ERISA fiduciaries on the investment of plan assets, reporting and disclosure, prohibited transaction...

I partner with my clients to help them manage risk via legally-compliant compensation and employee benefits programs for their employees. My law practice covers all aspects of employee benefits plans, programs and arrangements. I educate and advise clients on the design, documentation, implementation, administration, communication and compliance of executive compensation, equity compensation, qualified and nonqualified plans, defered compensation, health and welfare, and fringe benefit programs; as well as compensation and benefits issues in mergers, acquisitions and divestitures and financial transactions. My law practice focuses on: Tax-qualified plans: defined benefit, cash balance, defined contribution, 401(k), profit sharing, money purchase, ESOP; Health...

Paula Calimafde chairs the firm’s Retirement Plans, Employee Benefits and Government Relations practice groups and is also a senior member of the Estate Planning, Tax and Nonprofit groups. She has more than 35 years of experience advising companies and tax-exempt organizations on qualified and non-qualified retirement plans and employee benefits, including non-qualified deferred compensation, welfare benefit and cafeteria plans. She is a nationally recognized leader in the field of creative retirement plan designs for businesses and works closely with management and owners to prepare retirement plans, which suit the particular corporate needs.
Paula’s practice encompasses sophisticated estate planning and advising individuals...

Karen Ware represents consumers in credit and debt matters, including Chapter 7 and Chapter 13 bankruptcy. Karen also defends consumers in debt collection and garnishment cases in California state court. Karen's practice emphasizes the importance of explaining all options to Clients, and the relative advantages and disadvantages of each approach. Before starting her own practice in 2006 in Bethesda, Maryland, Karen was an Associate in the National Tax Department of a “Big Four” accounting firm. Her work focused on the tax aspects of complex business transactions, including executive compensation plans, joint ventures, mergers and acquisitions, LLC operating agreements, and forming...

Jim Hickmon assists clients with wealth transfer, estate planning, trust, tax, and probate law issues. He also works with clients to resolve trust and estate related disputes, including representing beneficiaries and fiduciaries in litigated matters. He is a member of the American Bar Association’s Committees on Estate Planning and Employee Benefits and is Vice Chair of the ABA’s Probate & Real Property Section’s Uniform Acts Committee for Trusts and Estates. He is a Council member of the North Carolina Bar Association’s Section on Estate Planning and Fiduciary Law and also sits on the Section’s Legislative and Fiduciary...

Robert Maclay is Co-President of the firm, and a member of its Estate Planning, Estate & Trust Administration, Corporate and Tax practice groups, among others. In all areas of his practice, Bob’s clients continually praise him for the personal attention he consistently gives them, touting him as a good listener, responsive to their needs, and capable of managing complex issues.
On the estate planning side of his practice, Bob Maclay works with people who may be facing a very difficult time in their lives and alleviates their personal concerns regarding their children and grandchildren. Whether he is preparing wills, trusts or...

Cheryl Allaire has more than 20 years of experience providing legal and strategic counsel to businesses ranging in size from small start-ups to established publicly held corporations. Her practice focuses on a wide variety of corporate and business matters including entity selection and formation, corporate governance, equity and debt financings, SEC securities compliance and public company reporting requirements, venture capital and private equity, mergers and acquisitions, partnerships and joint ventures, commercial transactions, contract negotiations, employment and consulting agreements and equity compensation plans. She assists businesses throughout their entire life cycle, from startup to exit, and in many different industries including...

Senior Attorney and Counselor at Law: (1986-2019)
W. Blake McCarty, Esq. dba The McCarty Law Practice
* Founded and operated successful law offices at the Equitable Building, Perimeter Center Terrace, and the Ravinia in Atlanta. Hired, trained, and managed personnel, vetted incoming engagements, developed case strategies, worked with expert witnesses, and handled all aspects of client engagements for over 1,000 clients.
* Provided AV-rated domestic and international tax, ERISA, entity governance, corporate-partnership-LLC business transaction planning, negotiating, regulatory compliance, and contract drafting, securities law, employment law compliance, and counsel to Boards, officers, directors,...

Rob defends clients in criminal and civil tax proceedings as well as provides tax planning advice to numerous business clients. He has litigated and negotiated settlements for clients involved in Listed Transactions deemed by the IRS to be abusive tax-shelter arrangements. He often represents clients before the IRS criminal and civil examination divisions, appeals division, the U.S. Tax Court, the Court of Federal Claims, and various U.S. District Courts. Rob counsels clients before the IRS with respect to non-cash charitable contributions, deferred compensation, offshore trusts and corporations, discharge of indebtedness income, and federal excise tax. In addition, Rob serves as...

Attorney Dale James Morgado brings diverse experience to the firm by combining large and boutique law firm experience, with an M.B.A. and J.D., effectively counseling clients in a business, defense, and plaintiff capacity. He began his legal career clerking for Phipps P.C. more than a decade ago; only to soon join one of Bostons 50 largest law firms, Deutsch, William, Brooks, Derensis & Holland. After attending law school in Connecticut, he began practicing as an attorney at the Hartford office of the nationally recognized ERISA plaintiffs firm Moukawsher & Walsh. After moving from New England to Florida,...