Our Services
Helping you keep what you worked hard for.Exit & Succession Planning for Business Owners
In all likelihood, you are critical to the success of your business. Without you, there is no business. With a little luck and a lot of hard work, we can help you become an Inconsequential Owner…
Tax Planning
The lifeblood of every business, and therefore its best indicator of value, is cash flow. Our discussion incudes how to protect cash flow and value from unnecessary income taxation – legally, of course.
TAX PLANS THAT ACTUALLY WORK…
Captive Insurance Company
Our favorite wealth building tool you can use to find deductions, protect your business assets from creditors and build wealth is what is called a Captive Insurance Company (CIC).
More than 70% of the Fortune 500 companies have CICs and small business owners can use them just like the big companies can. Businesses can take up to a $1.2 million business deduction into an 831(b) CIC. The CIC can be owned by the individual business owner(s) or a trust for the benefit of the owner’s heirs (or a combination of the two).
A CIC is not an employee benefit plan (therefor, no employee involvement). Once wealth has been accumulated in a CIC, the money can be removed at the long-term capital gains tax rate (vs. at the ordinary income rate like an IRA or qualified retirement plan)…
Exit Planning (Business, Qualified money)
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Wealth Transfer
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Healthcare Benefits (ObamaCare)
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lnsurance Planning
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