Structured Installment Sales
The Structured Installment Sale is a financial vehicle, utilizing Fixed Indexed Annuities, that allows you to defer potentially large capital gains tax and receive guaranteed installment payments over time. Solutions for structured financial transactions that defer and minimize capital gains
Charitable Remainder Trust
Strategies designed to maximize charitable contributions while receiving Income and potentially reducing your tax liabilities, creating a win-win for you and your chosen causes.
Qualified Plans (SEP IRA, SIMPLE IRA, Solo 401(k), 403(b), 457
Tax Deductible Retirement solutions tailored to
your business
Non-Qualified Deferred Compensation
Supplemental retirement plans that offer additional tax deferral
Defined Benefit Pensions Compensation
Cash Balance Plans, 412(e)3: Robust Tax-Deductible pension solutions for your business
Executive Bonus Arrangements
Competitive benefits to retain top level talent
Business Continuation
Strategies to ensure business continuity in the event of unforeseen circumstances.
Buy-Sell Agreements
Protect your business with well-structured agreements that provide clear plans for ownership transitions.
