epic
   Epic Financial
Epic Financial

Business Planning  Business Planning

Tax Advantaged Compensation
•  Defined Benefit
•  162 Bonus
•  412 (i)
•  SERP
•  Tax-Deductible Employer Plan
•  Deferred Compensation
•  Incentive Stock Plans
•  Qualified Stock Options
•  Phantom Stock Plan
  Succession Planning
•  Exit Strategies
•  ESOP
•  FLP SOP
•  CHRFLP
•  CHESOP
•  Buy Sell Funding
•  Sale of Business
    •  to Partners
    •  to Children
    •  to Outside Buyer

Wealth Transfer Strategies
•  Wealth Shifting
•  Wealth Freezing
•  Reverse Taxation
•  Capital Gains Reduction
•  SCIN
•  Charitable Support Organizations
•  Gifting Strategies
•  Pension Asset Transfers
  Business Life Insurance
•  Key Person
•  Buyouts
•  Recruiting
•  Deferred Comp
•  Asset Leverage
•  Pension Leverage
•  Premium Financing
•  Discounted Earnings