John Schultz is a Managing Director with A&M Taxand, LLC in Denver, Colorado, specializing in compensation and benefits planning and consulting. Mr. Schultz brings more than 23 years of experience, providing on-going consulting to many organizations regarding benchmarking, designing and implementing compensation structures (both executive compensation as well as broad-based compensation), including base salary, bonus structures and long-term incentive plans. Mr. Schultz also consults regularly on all types of employee benefit and executive compensation programs as well as executive employment and change-in-control agreements. Mr. Schultz is an expert in all aspects of equity compensation, including the tax and accounting implications. Mr. Schultz regularly coordinates employee benefit and executive compensation issues in connection with mergers and acquisitions, including analysis of golden parachute issues, employment agreement/change in control payments, and other potential benefit plan liabilities. Mr. Schultz earned a bachelor's in finance from the University of Florida, a Juris Doctor from the Florida State University College of Law, and a LL.M. in taxation from the University of Denver. Mr. Schultz is licensed to practice law in Colorado and Florida.
Jeff Swerdlow is a Senior Director with the Compensation and Benefits group of Alvarez & Marsal Taxand, LLC in Denver, CO. He brings experience assisting public, privately held, private equity and non-profit organizations as an executive compensation consultant and attorney. Prior to its acquisition by A&M, Mr. Swerdlow joined Compensation & Benefit Solutions, LLC in March 2011. Throughout his career, Jeff has focused primarily on assisting companies in evaluating, designing and administering compensation programs and incentive plans. In addition, he has focused on developing his technical expertise to assist clients with Internal Revenue Code sections 409A, 280G and 162(m) matters as they arise in the development and administration of compensation plans. Mr. Swerdlow earned a bachelor’s degree from Muhlenberg College in Allentown, Pennsylvania, his J.D. from Stetson University College of Law, and his LL.M. in taxation from the University of Denver. Jeff has been admitted to both the Florida Bar and Colorado Bar.
Darren Smith: Darren spearheads Solium’s efforts in the Global Compliance and Tax Mobility arena. As a specialist in global tax and regulations, he advises numerous multi-national clients on various requirements related to their equity plans and how to best leverage technology to manage their plan risk and automate processes. His role within Solium also encompasses training and education, product development and system integration. Darren has a Juris Doctor (J.D.) from both the University of Colorado Boulder and the University of Alberta as well as a Bachelor of Commerce in finance.