Tax & Risk Management Strategies
Tax Management Strategies
We work closely with your tax professional to help design retirement planning and investment strategies designed to accumulate wealth while helping reduce taxes. When it is time to exit your business, we believe you can benefit from our strategies that are designed to help lessen the tax burden. We help you with:
- Tax reduction strategies
- Tax loss harvesting & tax efficient investing
- Tax deferred retirement savings plans
- Financial documents and organization
- Business structures that aim to minimize personal liability and help maximize tax efficiency
- Bookkeeping, accounting, legal and financial planning coordination with third parties
Risk Strategies
As a business owner, a significant portion of your net worth is understandably tied up in your business. We help provide you with established strategies to help protect you from potential risks to your business cash flow, valuation, growth, and succession. We help you explore appropriate risk management strategies that are unique to your business situation. These include:
- Buy-sell agreements
- Contractual considerations for business disruptions (disability, divorce, death, etc.)
- Insurance – key employee, disability, life
- Cross-purchase agreements