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Reduce Costs Reduce Workers Compensation costs - save 50% - 85% Minimize payroll costs - proper use of employee benefits can reduce costs Health Insurance - learn how to deduct 100% of all dental, eye care costs, insurance premiums, child care and other health related expenses.
Tax Planning Proactive tax planning during the year Income splitting with children to fund college costs - tax free Tax planning for elderly parents to minimize heir taxation Evaluating which form of business entity reduces taxes Investment tax planning to reduce 1099s Free tax consultation
Estate Planning Elderly parents asset protection Estate tax planning & living trusts Integration of business and personal estate plan Long-term care planning to avoid medical bankruptcy in later years Freezing estate taxes using limited partnerships & limited liability companies Working heirs - being equitable and fair to working and non-working heirs
Retirement Planning Owner/partner private tax-advantaged retirement plans Individual retirement planning - FREE retirement income report Business owner/partner retirement succession planning Closely held business owners - maximizing equity income for retirement Investing in a volatile market - how to protect and grow your investments this year
Business Planning Business valuation - unaudited - no-cost consultation Asset protection from lawsuits & business liability Quick Books accounting services & business accounting training Business insurance - what is really needed Development of a business and marketing plan Mortgage refinancing & business funding Employer/employee compliance audit and sex discrimination training Negotiating partner buy-out Buy-sell agreements - retirement, death and disability
Employee Benefits Debt planning -how to live "financially free" of debt - free group program Employee retirement and financial planning Voluntary employee group plans Employee group tax program 401(k) investment planning education- making the right decisions Management leadership training & sales training
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