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Tax Saving Strategies

IDEAL: Pre-Tax – Tax-Deferred Growth – Tax-Free Distribution – Asset Protection

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


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