Business Services
Before you hire a financial advisor, know what they can do for you. We’re different than most. We believe that to properly advise you, we must be holistic and highly-trained in many areas. To that end and to your financial success, we do a lot.
Menu for Business Services
- Business Retirement Plans
- Simplified Employee Pension (SEP)
- SIMPLE IRA
- Defined Contribution
- Defined Benefit
- Profit Sharing
- 401(k)
- Individual-K
- Deferred Compensation
- Employee Stock Options (ISO & NQ)
- Employee Stock Ownership Plans
- Phantom Stock Bonus
- Business Financial Planning
- Entity Selection
- ♦ C Corporation
- ♦ S Corporation
- ♦ Limited Liability Company (LLC)
- ♦ Partnership
- ♦ Proprietorship
- ♦ Business Trust
- Entity Change
- Entity Conversion
- Entity Termination
- Leadership Coaching
- Business Coaching
- Succession Planning
- Selling your Business
- ♦ During Life
- ♦ After Death
- Transferring your Business
- ♦ During Life
- ♦ After Death
- Attorney Coordination & Consultation
- CPA Coordination & Consultation
- Human Resource Management
- Equity Recapitalization
- Tax Planning & Preparation
- Business Tax Preparation (50 states)
- Trust Tax Preparation (50 states)
- Forward Tax Planning
- Tax Projections
- Regressive Tax Analysis
- Amended Tax Preparation
- Federal & State Tax Audit Representation
- Payroll Administration & Representation
- Power of Attorney
- Tax-Deferred Exchanges (1031 & 1035)
- Tax Withholding Analysis
- Delinquent Tax Preparation (50 states)
- Second Opinion Service (SOS)
(Free to friends of existing clients)
- Group Benefits
- Life
- Affordable Care Act
- Health/Medicare/Dental
- High Deductible Plans
- Health Savings Plans
- Cafeteria Plans
- Flexible Spending Accounts
- Medical Savings Accounts
- Medical Reimbursement Plans
- Short Term Disability
- Long Term Disability
- Long Term Care
- Legal Plans
- 529 College Savings Plans
- Employee Financial Services
- Employee Consultations