Broker Check

Whitman Financial Services, LLC - Wakefield, MA

 

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