Joan Vines

Exec. Compensation, Employee Benefits Sr. Director

CPA

BDO Greater Washington, D.C.

703-770-4444

vCard

Executive Summary

Joan Vines has over 25 years of experience in a wide variety of executive compensation, employee benefits and qualified plan matters, including equity compensation and deferred compensation arrangements. She addresses both plan design and operational compliance to avoid or comply with Internal Revenue Code (IRC) section 280G golden parachute payments and the IRC section 409A deferred compensation rule. She has performed calculations needed for the executive compensation disclosures in the annual proxy statement filed with the Securities and Exchange Commission (SEC), as well as developed an agreed-upon-procedures program to ensure the required disclosures are complete and consistent from year to year. 

Joan has been following the tax aspects of the Affordable Care Act closely and is a regular presenter on the topic. Additionally, she has extensive experience in the technical review of compliance projects dealing with qualification of retirement plans; nondiscrimination testing and annual reporting on Form 5500 Annual Return/Report of Employee Benefit Plan; and training personnel who deal with Employee Retirement Income Security Act (ERISA) plans. She works closely with BDO audit teams to ensure that plan testing and compliance requirements of ERISA, IRC and Department of Labor (DOL) are satisfied. Joan has submitted numerous cases to the Internal Revenue Service (IRS) and DOL voluntary compliance/correction programs on behalf of her clients with favorable resolution. She is well-versed in matters that minimize a plan sponsor’s risk and procedures that improve internal controls.  

Joan is a regular presenter at BDO client seminars, the annual AICPA National Compensation and Benefits Conference and other conferences.

Professional Affiliations

American Institute of Certified Public Accountants
ERISA Lunch Group

Education

B.A., Accounting, Birmingham Southern College