Business Planning

Identify additional avenues for reducing taxes available to you as a business owner.
Increase the personal assets of the major owner(s) or shareholder(s) by better utilizing business assets and cash flow.
Provide maximum fringe benefits for owner(s) or shareholder(s) on a tax—free basis (Medical Reimbursement; Insurance: Health, Life, Dental, etc.).
Create a plan to protect and maximize business equity in the event of a major owners or sharehoIder(s)’ death, disability, or retirement.
Assure the proper transfer of assets to heirs at the death of an owner while minimizing transfer costs (taxes) by using advanced planning techniques.
Encourage employee longevity by developing a pension plan for employees with minimal cost to the business.
Selectively compensate major owner(s) or key people by designing a plan that allows for discrimination.
Secure the most efficient pension plan possible for your business by reviewing the qualified plan alternatives and determining which option best fits your long-term objectives (SEP, IRA, SIMPLE IRA, Profit Sharing, 401K, Money Purchase, Defined Benefit, etc.).