All products are updated continually to reflect recent tax legislation, and all annual indices and limits published by the IRS and other organizations.
Employment agreements can prevent misunderstandings and costly problems. This Report offers key provisions to include, cautions on firing, and a sample Employment Offer and Employment Agreement.
Why you need key-executive insurance, who to cover, how much you need, what it will cost, which policies to consider, and how it is taxed. Includes term vs. cash-value policies and the formulas to determine the amount of life insurance coverage needed for each executive.
There are many times in which part of the ownership of a business is sold, transferred, or given away. Done incorrectly, it can put you and the entire company at risk. This Report covers the many pitfalls and provides a sample Investment Letter from the buyer/recipient.
How to avoid the severe tax implications of loans from your company that the IRS views as taxable compensation or a dividend. Applies to owners, partners, board members, employees, family members, and affiliated businesses.
A Wealth-Building Strategy for You and Your Family to Own Assets Outside the Business
To Help You Avoid Personal Liability when You or Family Transact with the Company