Corporate

Corporate Retirement Plan Strategy Design

Specialized plan design strategies to maximize tax savings and minimize administrative burden coordinated with third-party and tax professionals

Key-Employee compensation and retention

Strategies for executives to defer income taxes on their earnings as well as for Employers to reward and retain key talent

Business Succession Planning
Single owner businesses, as well as, multi-partner entities need a fluid succession plan to maintain continuity.  The loss of a partner or the sale of a business both require a strategy for valuation and funding

Buy / Sell Strategies

Single owner businesses, as well as, multi-partner entities need a fluid succession plan to maintain continuity.  The loss of a partner or the sale of a business both require a strategy for valuation and funding

Insurance Solutions

Insurance usage takes many forms and needs evolve as we age.  Clients needing income replacement may eventually need estate preservation.  Insurance can be a powerful and tax-efficient tool for clients, their business interest and heirs.

Investment Opportunities

Unique investment opportunities offer everything from non-correlated returns to tax incentives.