ADVANCED PLANNING VIDEOS


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Protecting Your Family


How do business owners, whose families are financially dependent on income provided by the business, protect their family's lifestyle in the event of their death?


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Building Cash


How do business owners build and maintain the cash they need to operate the business in a prudent and tax-efficient manner?


Construction worker

Retaining Management


How do privately held companies motivate and incentivize key employees to stay long-term and contribute to the owners overall success?


Employees at Doctor's Office front desk

Retirement


How do medical practices address the retirement concerns of their employees?


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Protecting Your Business


How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?


Man and woman looking at each other

Tax Diversify Your Retirement Income


How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?


Man at desk and on phone looking at papers

Protecting Your Partner


How do business owners deal with the void left by the unexpected death of a business partner?


Man taking notes on papers

Business Asset Strategies


How do business owners prepare to unlock the value of their business so that they give themselves the greatest chance of realizing its full value?


Doctor and nurse looking at computer screen

Why Retain Employees


How do medical practices identify the costs of high employee turnover and the negative effect it has on revenues?


Woman looking at newspaper

IRA Wealth Maximization


How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

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