Engineering Strategies PortfolioPlanning — Administration — Compliance — Documentation |
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| Business Entity Design • Sub-S, C-Corp., LLC, PLC, FLP Compensation Design • Group Carve-Out • Educational Assistance • Executive Bonus • Medical Expense Reimbursement • Achievement Awards Programs • Dependent Care • Spending Accounts Tax-Qualified Planning • Pooled Employer Plan • Money Purchase / Pension • SIMPLE Plans / SEP/ 457 • Profit Sharing / 401k and 401A Plans • Age Weighted, Cross-Tested, • Cash Balance Funding • Distribution Planning • IRA Tax-Free Bailout Planned Giving • Charitable Capital Planning • Remainder and Lead Trusts • Gift Annuities • Donor Advised Funds • Supporting Organizations • Pooled Income Trusts • Leveraged IRA Giving • Private Foundations |
Asset Protection • Accounts Receivable Financing • Offshore Planning • Asset Protection Trusts Deferred Compensation • Wrap 401k • Salary and Bonus Deferral • SERPs and Excess Benefit Plans • SAR Plans • BOLI and COLI Business Succession • ESOPs • Valuation & IRS Chapter 14 • Stock Options Restrictive and Incentive • Cross Purchase/Stock Redemption • Qualified Small Business Stock • Private Annuities • GRATs Estate Preservation • Multiple Power Liquidity Trusts • A-B-C Marital Trusts • Family Limited Partnerships • Generation Skipping • Spousal Lifetime Access Trust |
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