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Advanced Tax Strategies
- Multi-Generational Plan
- Advanced Grand/Children Gift
- Estate Multi-Family Coverage
- Generation Skipping Plans
- Real Estate Tax Coverage
- Tax Leverage Composites
- PPLI: Private Placement
I.R.C. / ERISA
- Qualified Plans
- IRA / SEP / SIMPLE / 401K / Profit Sharing / Defined Benefit
- Deferred Compensation 409a/A
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Executive Custom Benefits
- Executive Compensation
- Key Person Plan Design
- Carve Out Plans
- In-Lieu-of-Equity
- Incentive Based Design
- Phantom Stock
- Deferred Compensation
- Employee Benefits
- Corp/Bank Life Insurance
- Supp. Executive Retirement Plan
- Buy/Sell Coverage
- Cross Purchase
- Stock Redemption
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