James Derzon

CPA
Supervisor
P: 920-996-1435

Expertise

  • Employee benefit plan reviews
  • Retirement plan/IRA distribution planning
  • Maximizing plan benefits

Jim helps clients through the review of employee benefit returns and retirement distribution planning. He has assisted clients with the implementation of appropriate retirement plans, maximizing benefits in existing plans, handling employee benefit problems specific to their individual situations, and alerting them to potential problem areas.

Jim has significant experience in a broad array of other employee benefit areas including nonqualified deferred compensation plans, ERISA excess benefit plans, educational assistance plans, group life and medical plans, fringe benefits and other employee benefit arrangements such as moving and travel expense policies. He has been with Schenck since 1990.

Education

University of Wisconsin–Madison, BBA, Accounting

Professional memberships

  • Wisconsin Institute of Certified Public Accountants
  • Fox River Area Pension Professional Society, Member and Past President
James Derzon's Recent Articles View all

Payroll-related limits announced for 2019

The Internal Revenue Service announced limitations for pension plans and other payroll-related items for tax year 2019.

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Tax Central Alert: File Form 720 by July 31 if you offer self-insured health plans, certain FSAs or HRAs

If your business maintains a self-insured health plan or certain types of a flexible spending account or health reimbursement arrangement, you are required to pay a fee based on the average number of lives covered during the plan year. These fees are reportable annually on Form 720, which is due by July 31 in the calendar year after the plan year-end.

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