Advanced Strategies Portfolio

Planning — Administration — Compliance — Documentation
Coaching — Training — Marketing — Case Design


  Business Entity Design

• Sub-S, C-Corp., LLC, PLC, FLP

Compensation Design

• Group Carve-Out
• Educational Assistance
• Executive Bonus
• Medical Expense Reimbursement
• Achievement Awards Programs
• Dependent Care
• Spending Accounts


Tax-Qualified Planning

• Money Purchase / Pension
• SIMPLE Plans / SEP/ 457
• Profit Sharing / 401k and 401A Plans
• Age Weighted, Cross-Tested,
• Cash Balance Funding
• Distribution Planning
• IRA Tax-Free Bailout


Planned Giving

Charitable Capital Planning
• Remainder and Lead Trusts
• Gift Annuities
• Donor Advised Funds
• Supporting Organizations
Pooled Income Trusts
Leveraged IRA Giving 
• Private Foundations
Asset Protection

• Accounts Receivable Financing
• Offshore Planning
• Asset Protection Trusts


Deferred Compensation

• Wrap 401k
• Salary and Bonus Deferral
• SERPs and Excess Benefit Plans
• SAR Plans
• BOLI and COLI


Business Succession

• ESOPs
• Valuation & IRS Chapter 14
• Stock Options Restrictive and Incentive
• Cross Purchase/Stock Redemption
• Qualified Small Business Stock
• Private Annuities
• GRATs


Estate Preservation

• Multiple Power Liquidity Trusts
• A-B-C Marital Trusts
• Family Limited Partnerships
• Generation Skipping
• Spousal Lifetime Access Trust