BUSINESS OWNERS AND THEIR COMPANIES

TAX SOLUTIONS

We have partnered with a unique team of professional advisors specializing in helping business owners significantly reduce taxes, protect assets, and create tax-favorable income. For business owners interested in mitigating $50,000 or more of income taxes, we have solutions for you.

BUY-SELL PLANNING

Proper buy-sell planning provides an exit strategy for a business owner and their partners most commonly in the event of an unforeseen death or disability of an owner. When properly structured and funded, a buy-sell agreement can play a critical component for the continuity of a business result from an unforeseen circumstance.

SPLIT DOLLAR LIFE INSURANCE

A Split Dollar Plan is a cost-effective and tax-efficient way to provide valuable life insurance death benefit protection for business owners and/or select employees. Under a split-dollar plan, the employer owns the policy and has access to the policy cash value and controls the policy.

NON-QUALIFIED DEFERRED COMPENSATION (NQDC)

For businesses with highly-compensated employees interested in providing additional benefits or in creating a way for those individuals to reduce their personal income taxes, we are able to design and implement executive compensation programs focused on helping the business and providing several benefits to its key employees.

EXIT STRATEGIES

Selling your business may be one of the most important decisions you’ll ever make. We work with business owners to help them reduce taxes on the sale of highly appreciated assets – like a business, real estate, or public stock.

EMPLOYER-SPONSORED RETIREMENT PLANS

For businesses interested in offering their employees a safe and secure way to save for retirement through an employer-sponsored retirement plan, we can advise you on the best alternative for your needs. Whether you’re considering a SIMPLE IRA, 401(k), or a Cash Balance plan, we can provide you the guidance you need to make the right decision.

EMPLOYEE BENEFITS

We are able to help guide business owners and/or their human resources department to design employee benefit plans that help recruit and retain your employees. Whether you’re considering offering health insurance benefits for the first time or interested in offering additional voluntary benefits, we are able to design a solution that works best for you.

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