UTILIZE DEFERRED INCOME, RETIREMENT, AND INVESTMENT STRATEGIES

• We work with you to design and implement 401(k) plans to provide robust retirement benefits and capitalize on tax advantages.

• Our services include leveraging profit sharing to retain and incentivize employees while deferring taxes on earnings.

• We guide you through utilizing deferred compensation strategies, such as Cash Balance Plans, to postpone income receipt and taxes. (Click here for a brief video on how Cash Balance Plans work)

• Let us assist you in investing in corporate-owned life insurance solutions for financial protection and tax-deferred growth.

• We help you employ 1031 exchanges to defer capital gains taxes when selling eligible real estate.

BUSINESS TRANSITION OR OWNER RETIREMENT STRATEGIES

• We integrate your transition plans with trust and estate planning to facilitate a seamless transition and minimize tax implications.
• We assist you in utilizing buy-sell agreements funded by life insurance to manage business succession effectively.
• Together, we establish a comprehensive succession plan outlining the transition of ownership and leadership.
• We help implement key person insurance to safeguard your business from the loss of mission-critical individuals.
• We utilize life insurance for estate liquidity to cover taxes and other settlement costs.
• We collaborate on planning charitable giving strategies to reduce estate taxes and leave a lasting legacy.