Read Livio Andreatta’s Article In The American Business Journal On The National Association Of Alternative Benefit Consultants

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Contents: 6-7
Article: 128-133

Category A – Addresses the Problems of:

• “C” Corp Retained Earnings
• Access to “C” Corp Current Profits
• Current “S” Corp Distributions and those previously taxed
• Qualified Plans: Non-Discriminatory – Taxable Distributions
• Need for “Golden Handcuffs”
• After-Tax Funding for Shareholder Buyouts
• Funds Received by the Seller are Subject to Capital
• Gains Taxes

Category B – Estates:

• Valued at $50 Million and over
• Of $5 Million and over
• Financing for Estate Liquidity

Category C – Asset Protection for High Net Worth Individuals:

• High Profile People
• Business Owners
• Physicians and other Professionals
• Fully Tailored Plans or Plans for Specific Situations

How many of these ideas are incorporated in your strategy?

• Ideal Prospect for Business Planning
• C Corp, S Corp, LLC
• Owner(s) making over 150K per year
• Good cash flow or windfall
• Business continuation concerns
• Pension plan(s) overfunded or contributions at the maximum
• No buy-sell agreement or agreed unfunded
• Unfunded deferred compensation plan
• Key employees who would seriously impact the business if they departed
• Owner(s) would like to get money out of the business on a tax favored basis

• IMA CDHP Article
• CDHP Presentation
• Single Payer Myths
• “Dead Meat” Documentary On Canadian System

2. Custom Benefit Plans – Retirement

• IMA CBP Article
• custombp.com

3. Commercial Real Estate & Building Component Analysis

• National Tax Review Article

4. Human Resource Questions – Need Help?

Vision HR: Mary Quinn – HR Consultant with substantial experience in all aspects of Human Resources. Experience with employee base of from 5 employees to 2,500 employees, in varied manufacturing, not-for-profits, political, healthcare and academic environments. Special expertise in project implementations targeted at organizational goals, and developing buy-in for change at all levels of an organization. Keen ability to assess staffing skills, potential and resulting impact to organization.  Reads, writes and speaks Spanish fluently.

• visonhronline.com

5. Tax Saving Strategies

• Information

6. Specialized Services – Do you fit in the box?

• Information

7. Annuity Investing

• Safety Vs Risk
  

8. Voluntary Employee Beneficiary Association Plans (Veba’s)
Call (708) 647-9353 for information

9. Enhanced Deferred Compensation Planning
Call (708) 647-9353 for information