Executive Business Planning Strategies

Business Strategies
Business Exit Strategies
Business Transition Generation to Generation
Corporate Tax Reduction Strategies*
Buy/Sell Agreements / Split Dollar Agreements
*Golden Handcuffs* on Key Employees
Key Man Insurance
Minimizing Employee Benefit Costs
Selling Business before Retirement
Business Owned Protection Insurance
Business Disposition at Disability, Death, & Retirement

Executive Benefits
Defer Executive Compensation
Maximize Retirement Income
Benefits for the Owner Only
Tax-Deductible Long Term Care Insurance
Life Insurance / Disability Insurance

Executive Retirement Plan
Balance Qualified & Non-Qualified Plans
Implement Retirement Tax Diversification
Discrimination Profit Sharing Plans
High Contribution Defined Benefits Plans

Executive Tax and Estate Planning
Guaranteed Lifetime Income
Charitable Trusts
Irrevocable Trusts for Estate Planning
Payment of Estate Taxes
Gifting to Children / Grandchildren
Legacy Planning
Specialized (Customized) Tax Strategies*


*Neither CMR & Associates, Inc., nor its representatives are in the business of provding tax, legal, or accounting advice.