Planning for Business Succession

When business owners are asked to consider their business succession plan, they often mistakenly think this means taking steps to secure the future of their business should they die or become [...]

Split Dollar Planning

Over the past decade, numerous tax law changes have reduced personal income tax rates to the lowest marginal rates in over fifty years.  At the same time, additional restrictions and reporting [...]

The Advantages of Nonqualified Plans

Integrating a nonqualified plan with a current 401(k) plan can assist an employer in resolving potential compliance testing issues and prevent testing failures, while allowing highly compensated [...]