Private Practice IndividualsPlease take a few minutes to watch these videos and learn about the valuable advantages they explain. My business is helping people save, grow and protect their money. If you would like to learn more or ask specific questions please let me know by contacting me today.
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Executive Bonus
Saving more money for your own retirement with tax-deductible corporate earnings without including your employees because you can't afford to include everyone on your payroll. So what's the solution? Section 162 and Section 7702 of the tax code. Watch this video to learn more about how these parts of the tax code can be used to your advantage.
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Key Person
More than 2 million employees between the ages of 25 and 55 die every year and more than 2 million others are permanently disabled. What if your business loses one of the key people most responsible for it's competitive advantage? The effects on the business can be costly and disruptive. Watch this video to learn how Key Person insurance can protect your business from losing one its most important assets.
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Buy/Sell FundingIn any business with at least 2 owners under the age of 50, there's almost a 70% probability that one of them will die or become disabled before they retire. If one of your business partners dies or becomes disabled they are still entitled to the same share of your companies. Where will you get the money to buy them out. Watch this video to learn more about how to avoid a potentially catastrophic situation for your business.
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