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Critical Tax Compliance Considerations for Tax-Exempt Executive Compensation, Part II

Critical Tax Compliance Considerations for Tax-Exempt Executive Compensation, Part II sophia.defreit…
From Regulation to Execution, Making IRC 4958 Work in the Real World

Alexander Yaffe

Submitted by admin-bostondigital on
Managing Director
Location
Baltimore

 

Biography

Alexander is a managing director at Pearl Meyer. The former president and CEO of Yaffe & Company, he is a second-generation expert in executive compensation and has two decades' experience in the field. As the leader of Yaffe & Company, he oversaw its geographic expansion from 10 to 37 states, development of complimentary service lines, and worked with clients whose net revenues ranged from $10M to greater than $1B, allowing for a varied perspective in similarities and differences based on geography, size, and organizational design.

Alexander has assisted hundreds of tax-exempt boards and their leadership teams with assessing executive compensation programs, executive performance evaluation methods, retirement plan designs, leadership transition, succession, and retention planning. Additionally, he works with hospitals and integrated health systems to develop comprehensive physician compensation governance practices, assess current-state compensation and productivity relative to the market, and the development of next-generation plan designs. A common theme across his consulting engagements, Alexander focuses on aligning data, relationships, and circumstances to drive mutually beneficial outcomes for organizations, individuals, and affected stakeholder constituencies.

Alexander has participated in expert panels on these topics, given presentations, and has led board education programs nationally. He published his second monograph with the AHA Center for Healthcare Governance titled The Health System-Physician Relationship Continuum: What Boards Need to Know (Oct 2015). 

Alexander graduated from Full Sail University in 1999 with a degree in film/television production. In 2012, he continued his studies at Columbia University pursuing a degree in economics and philosophy.

Alexander Yaffe
Expertise
Executive and Physician Compensation/Governance
Performance Management Design, Alignment, and Evaluation
Retention Strategies and Retirement Planning
Healthcare/Higher Education/Tax-Exempt Entities
Faculty Compensation
Education
AS, Full Sail University
BS, Columbia University (In Progress)

I work with organizations in rapidly evolving industries by assessing the landscape as it exists and where it's headed so that my clients can navigate the journey successfully. While their challenges may be similar, clients' circumstances differ based on a wide array of factors. Success requires alignment of people, skill sets, and business strategy set upon a strong foundation of compliance and creativity. Through my expertise, I educate—helping clients align and ultimately achieve.

alexander.yaffe@pearlmeyer.com
Alexander Yaffe
Alexander
Yaffe
Off
1

Mark Rosen

Submitted by admin-bostondigital on
Managing Director
Location
Charlotte

 

Biography

Mark Rosen is a managing director and consulting team leader at Pearl Meyer. In his management role, he oversees a team of senior compensation consultants in the execution of the firm’s growth strategy and in the development of consultants at various stages in their careers. Mark has consulted on executive and board compensation issues for more than 20 years for a broad range of public companies, as well as tax-exempt organizations and academic institutions. He has extensive experience with benchmarking, retirement plan design, governance issues, and tax and accounting considerations.

Prior to joining the firm, Mark was a partner in the human capital practice of Arthur Andersen, where he led the southeast compensation practice as well as the Carolinas’ human capital practice.

He holds a BBA and an MS in accounting with a specialty in taxation from Texas A&M University. Mark is also a certified public accountant.

Mark Rosen
Education
BBA, Texas A&M University
MS, Texas A&M University
mark.rosen@pearlmeyer.com
photograph of mark rosen
Mark
Rosen
Off
1
Article

Critical Tax Compliance Considerations for Tax-Exempt Executive Compensation, Part I

Critical Tax Compliance Considerations for Tax-Exempt Executive Compensation, Part I sophia.defreit…
Understanding IRC 4958 and 4960

Mark Rosen

Submitted by admin-bostondigital on
Managing Director
Location
Charlotte

 

Biography

Mark Rosen is a managing director and consulting team leader at Pearl Meyer. In his management role, he oversees a team of senior compensation consultants in the execution of the firm’s growth strategy and in the development of consultants at various stages in their careers. Mark has consulted on executive and board compensation issues for more than 20 years for a broad range of public companies, as well as tax-exempt organizations and academic institutions. He has extensive experience with benchmarking, retirement plan design, governance issues, and tax and accounting considerations.

Prior to joining the firm, Mark was a partner in the human capital practice of Arthur Andersen, where he led the southeast compensation practice as well as the Carolinas’ human capital practice.

He holds a BBA and an MS in accounting with a specialty in taxation from Texas A&M University. Mark is also a certified public accountant.

Mark Rosen
Education
BBA, Texas A&M University
MS, Texas A&M University
mark.rosen@pearlmeyer.com
photograph of mark rosen
Mark
Rosen
Off
1

Alexander Yaffe

Submitted by admin-bostondigital on
Managing Director
Location
Baltimore

 

Biography

Alexander is a managing director at Pearl Meyer. The former president and CEO of Yaffe & Company, he is a second-generation expert in executive compensation and has two decades' experience in the field. As the leader of Yaffe & Company, he oversaw its geographic expansion from 10 to 37 states, development of complimentary service lines, and worked with clients whose net revenues ranged from $10M to greater than $1B, allowing for a varied perspective in similarities and differences based on geography, size, and organizational design.

Alexander has assisted hundreds of tax-exempt boards and their leadership teams with assessing executive compensation programs, executive performance evaluation methods, retirement plan designs, leadership transition, succession, and retention planning. Additionally, he works with hospitals and integrated health systems to develop comprehensive physician compensation governance practices, assess current-state compensation and productivity relative to the market, and the development of next-generation plan designs. A common theme across his consulting engagements, Alexander focuses on aligning data, relationships, and circumstances to drive mutually beneficial outcomes for organizations, individuals, and affected stakeholder constituencies.

Alexander has participated in expert panels on these topics, given presentations, and has led board education programs nationally. He published his second monograph with the AHA Center for Healthcare Governance titled The Health System-Physician Relationship Continuum: What Boards Need to Know (Oct 2015). 

Alexander graduated from Full Sail University in 1999 with a degree in film/television production. In 2012, he continued his studies at Columbia University pursuing a degree in economics and philosophy.

Alexander Yaffe
Expertise
Executive and Physician Compensation/Governance
Performance Management Design, Alignment, and Evaluation
Retention Strategies and Retirement Planning
Healthcare/Higher Education/Tax-Exempt Entities
Faculty Compensation
Education
AS, Full Sail University
BS, Columbia University (In Progress)

I work with organizations in rapidly evolving industries by assessing the landscape as it exists and where it's headed so that my clients can navigate the journey successfully. While their challenges may be similar, clients' circumstances differ based on a wide array of factors. Success requires alignment of people, skill sets, and business strategy set upon a strong foundation of compliance and creativity. Through my expertise, I educate—helping clients align and ultimately achieve.

alexander.yaffe@pearlmeyer.com
Alexander Yaffe
Alexander
Yaffe
Off
1
Article
In the News

Companies Are Increasingly Pinning Executive Comp to HR Metrics

“Years ago, compensation committees would have only focused on executive pay, not broader human capital topics," Reilly explained. "We now see an increased prevalence of oversight on succession planning, talent development and even culture.”

Faculty Compensation Survey

Faculty Compensation Survey sophia.defreit…
This compensation survey covers core faculty ranks across colleges and universities.
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