Joan Vines

Exec. Compensation, Employee Benefits Managing Director

CPA

BDO Greater Washington D.C. Office

703-770-4444

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Executive Summary

Joan Vines is a Managing Director in BDO’s National Executive Compensation and Employee Benefits practice. She has over 25 years of experience in a wide variety of executive compensation, employee benefits and qualified plan matters. 
 
Throughout her career Joan has worked closely with taxable, flow-through and nonprofit organizations on a variety of human resource and compensation matters, including all types of retirement plans. Her executive compensation experience includes both equity compensation and deferred compensation arrangements. She addresses both the plan design and operational compliance with Internal Revenue Code (IRC) section 409A and the 457(f) deferred compensation rule. She also provides strategies for avoiding or complying with the excess compensation provisions of IRC section 280G golden parachute payments and IRC section 4960 excess compensation for tax-exempt organizations.
 
Joan also has extensive experience in the technical review of compliance projects that deal with qualifications of retirement plans, nondiscrimination testing, and annual reporting on Form 5500s, Annual Return/Report of Employee Benefit Plan. She also has conducted extensive training of personnel who deal with Employee Retirement Income Security Act (ERISA) plans, including the various correction programs offered by the Internal Revenue Service (IRS) and Department of Labor (DOL). She works closely with the BDO audit teams to ensure plan testing and compliance requirements of ERISA, the IRC, and the DOL are satisfied.  
 
Joan has followed the compensation and benefits provisions of the Tax Cut and Jobs Act from its inception and has presented before many groups on its expected impact on compensation, retirement and fringe benefit plans. Joan is a regular presenter at BDO client seminars, the annual American Institute of Certified Public Accountants (AICPA) National Compensation and Benefits Conference, and numerous other conferences.

Professional Affiliations

American Institute of Certified Public Accountants
ERISA Lunch Group

Education

B.A., Accounting, Birmingham Southern College