Learn about how we use the CPA Team Based Model (admired by accounting industry thought leaders including Ron Baker, Dominique Molina, and Andrew Argue) to help CPAs add more value for their clients by offering proactive and holistic planning.
Reduce expected family contribution with methods that protect savings and tap all available sources of aid.
Offer retention benefits to your key employees, including defined benefit and "golden handcuff" compensation plans.
Assist in discovering your emotion-free formula to avoid poor (fear-driven) investment decisions. We'll develop an allocation that symbiotically optimizes the balance between security of principal, income requirements and market exposure.
Agreements between business co-owners to govern the situation if one dies or otherwise leaves the business. This"business will" triggered buyout is funded on the participating owners' lives guaranteeing funding when the buy/sell event is triggered.
Anticipate and arrange for proper estate transfer by eliminating probate, reducing taxes and other expenses - as determined by specific goals, often designating beneficiaries for minor children and beneficiaries in the case of incapacity.
Identify and reclassify assets to shorten the depreciation time for taxation purposes, which reduces current income tax obligation. (Items that are affixed to real estate but do not relate to the overall operation and maintenance of the property.)
Businesses can maintain competitive edge by reducing operational cost and corporate risk. Cost studies consider manufacturing incentives, vendor screening, energy deregulation, hiring incentives, tax credits, energy consumption. Audits include: property/equipment lease, freight, cell phone, and workers compensation.
Source lenders from across the country in order to find the best programs for various situations. Through expertise and a network of lenders, we help clients close the right loan without pressure to buy additional banking products.
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