BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise

Financial Services - Tampa, Florida, United States

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Overviewโžค ๐—–๐—ฎ๐˜€๐—ฒ ๐—ฆ๐˜๐˜‚๐—ฑ๐˜†: ๐–ฆ๐–พ๐—‡๐–พ๐—‹๐–บ๐—๐—‚๐—ˆ๐—‡๐–บ๐—… ๐–ก๐—Ž๐—Œ๐—‚๐—‡๐–พ๐—Œ๐—Œ ๐–ณ๐—‹๐–บ๐—‡๐—Œ๐—‚๐—๐—‚๐—ˆ๐—‡.๐–ฎ๐—Ž๐—‹ ๐–ผ๐—…๐—‚๐–พ๐—‡๐—'๐—Œ ๐–ผ๐—ˆ๐—‡๐—Œ๐—๐—‹๐—Ž๐–ผ๐—๐—‚๐—ˆ๐—‡ ๐–ป๐—Ž๐—Œ๐—‚๐—‡๐–พ๐—Œ๐—Œ ๐—๐–บ๐–ฝ ๐—‹๐–พ๐–บ๐–ผ๐—๐–พ๐–ฝ ๐—๐—๐–พ ๐–พ๐—‡๐–ฝ ๐—ˆ๐–ฟ ๐—‚๐—๐—Œ ๐—Œ๐–พ๐–ผ๐—ˆ๐—‡๐–ฝ ๐—€๐–พ๐—‡๐–พ๐—‹๐–บ๐—๐—‚๐—ˆ๐—‡ ๐–บ๐—‡๐–ฝ ๐—๐—๐–พ ๐—ˆ๐—๐—‡๐–พ๐—‹ ๐—๐–บ๐—Œ ๐–ผ๐—๐–บ๐—…๐—…๐–พ๐—‡๐—€๐–พ๐–ฝ ๐—‚๐—‡ ๐–ฟ๐—‚๐—‡๐–ฝ๐—‚๐—‡๐—€ ๐–บ ๐—๐—‚๐–บ๐–ป๐—…๐–พ ๐—†๐–พ๐—๐—๐—ˆ๐–ฝ ๐—๐—ˆ ๐—๐—‹๐–บ๐—‡๐—Œ๐—‚๐—๐—‚๐—ˆ๐—‡ ๐–บ๐—Œ๐—Œ๐–พ๐—๐—Œ ๐–บ๐—‡๐–ฝ ๐—‹๐–พ๐—…๐–บ๐—๐—‚๐—ˆ๐—‡๐—Œ๐—๐—‚๐—‰๐—Œ ๐—๐—ˆ ๐—๐—๐–พ ๐—๐—๐—‚๐—‹๐–ฝ ๐—€๐–พ๐—‡๐–พ๐—‹๐–บ๐—๐—‚๐—ˆ๐—‡. ๐–ข๐—ˆ๐—†๐—‰๐—…๐—‚๐–ผ๐–บ๐—๐—‚๐—‡๐—€ ๐—๐—๐–พ ๐—‚๐—Œ๐—Œ๐—Ž๐–พ๐—Œ, ๐—๐–บ๐—Œ ๐—๐—๐–พ ๐–ผ๐—ˆ๐—‡๐—Œ๐—‚๐–ฝ๐–พ๐—‹๐–บ๐—๐—‚๐—ˆ๐—‡ ๐—ˆ๐–ฟ ๐–ค๐—Œ๐—๐–บ๐—๐–พ ๐—๐–บ๐—‘ ๐–บ๐—‡๐–ฝ ๐—๐—ˆ๐— ๐—๐—๐—‚๐—Œ ๐—๐—ˆ๐—Ž๐—…๐–ฝ ๐—‚๐—†๐—‰๐–บ๐–ผ๐— ๐–บ๐—‡๐—’ ๐—€๐—‚๐–ฟ๐—๐—Œ ๐—๐—‚๐—๐—๐—‚๐—‡ ๐—๐—๐–พ ๐–ฟ๐–บ๐—†๐—‚๐—…๐—’ ๐–พ๐—‡๐—๐–พ๐—‹๐—‰๐—‹๐—‚๐—Œ๐–พ.โžค๐—ข๐˜‚๐—ฟ ๐—ฅ๐—ฒ๐—ฐ๐—ผ๐—บ๐—บ๐—ฒ๐—ป๐—ฑ๐—ฒ๐—ฑ ๐—ฆ๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜†:Utilizing nonqualified deferred compensation plans, we retained and incentivized all key employees ensuring future business continuity. Through our business partners, we established a new partner entity and transferred essential assets and contracts in a tax-efficient manner avoiding the traditional buy-sell agreement structure,โžค๐—ข๐˜‚๐˜๐—ฐ๐—ผ๐—บ๐—ฒ๐˜€ ๐—ณ๐—ผ๐—ฟ ๐˜๐—ต๐—ฒ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜:The client was successfully able to transition family business to the third generation in a seamless and efficient manner without incurring costly Estate tax.

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