Menu of Strategies
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