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Small Business & Corporate Benefit Planning

Personal financial planning for closely held business owners integrates corporate tax leveraging strategies using selective fringe benefits. We also provide design assistance for funding business succession, selective fringe benefits for business owners and executives, and corporate sponsored retirement plans.

Our corporate benefit planning strategies address the following:

  • Business Continuation
    • Buy/sell transfer plans
    • Stock purchase plans
    • IRC 303 partial stock redemption plans
    • Disability buy-out plans
  • Key Employee Retainment
    • Selective executive retirement plans
    • Deferred compensation plans
    • Tax-qualified retirement plans
    • Executive bonus plans
    • Split dollar insurance plans
    • Insured wage continuation plans
    • Preferred executive retirement programs
  • Risk Management
    • Key person insurance
    • Reverse split dollar insurance plans
    • Overhead expense plans

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

devaron_yates@wealthdevelopmentstrategies.com | (713) 561-8119