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Tax Diversify Your Retirement Income (4:53)

How do business owners build wealth for their own retirement while trying to reduce the income taxes they have to pay?

Exp. 6.1.18

Why Retain Employees (6:30)

How do medical practices identify the costs of high employee turnover and the negative effect it has on revenues?

Exp. 11.30.18

Protecting Your Business (7:14)

How do businesses prepare for the sudden death of an owner and its impact on customers, employees, lenders and suppliers?

Exp. 6.1.18

Protecting Your Family (4:42)

How do business owners, whose families are financially dependent on income provided by the business, protect their family’s lifestyle in the event of their death?

Exp. 6.1.18

Protecting Your Partner (5:43)

How do business owners deal with the void left by the unexpected death of a business partner?

Exp. 6.1.18

Business Asset Strategies (7:08)

How do business owners deal with the void left by the unexpected death of a business partner?

Exp. 6.1.18

Retaining Management (6:12)

How do privately held companies motivate and incentivize key employees to stay long term and contribute to the owners’ overall success?

Exp. 6.1.18

Retirement (4:48)

How do medical practices address the retirement concerns of their employees?

Exp. 11.30.18

Building Cash (7:18)

How do business owners build and maintain the cash they need to operate the business in a prudent and tax efficient manner?

Exp. 6.1.18

IRA Wealth Maximization (6:08)

How do clients with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?

Exp. 6.1.18

All video content is provided for educational purposes only and is based on an understanding of generally applicable rules. It does not set forth solutions to individual situations or circumstances.