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Business
Planning :
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.......•
Evaluating
plan goals
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.......•
Evaluating
business continuity
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Buy/Sell
Agreements structuring and funding
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.......•
Business
valuation analysis
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.......•
Evaluating
insurance and risk management
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.......•
Structuring
ownership of investments and insurance
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| Corporate
Tax Planning: |
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.......•
Increase after-tax profits
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.......•
Maximizing dollars drawn from business
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Minimizing taxes through proper business structuring
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Investment Planning and Advisory Services: |
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.......•
Investment policy development
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Investment analysis and selection
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Asset allocation models
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Mutual fund / Investment manager selection
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Performance
monitoring
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| Retirement
Plans and Employee Benefits: |
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.......•
Determining best suited plans
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Deciding between qualified and non-qualified plans
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Designing executive and key employee compensation
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Evaluating
ERISA new regulations plan compliance
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Evaluating
adequacy and cost-effectiveness of plans
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Conducting
employee seminars
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| Estate
Planning: |
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.......•
Minimizing estate taxes via proper holding of assets
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Planning the succession of business ownership
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Stock redemption's
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Trust planning and funding
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Future creditor liability asset protection planning
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