Bryan and Hedden can assist business owners and professionals with the design and implementation of creative, tax effective strategies to improve the value of their business and personal net worth.
Our creative planning process encompasses all or some of the following concepts to enhance the owners' personal financial position.
In this process we would typically review the opportunities that exist in the following areas:
- Tax deferred individual compensation programs
- Custom designed owner/manager benefit plans
- Individual pension plans for significant shareholders
- Unlimited supplementary pension plans
- Forward averaging of bonuses
- Hidden financing opportunities
- Living buyout strategies
- Tax deferred buyout arrangements
- Enhanced share redemption strategies