epic
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Epic Financial

Business Strategies  Business Strategies

bullet Tax Advantaged Compensation :

Defined Benefit
162 Bonus
412 (i)
SERP
Tax-Deductible Employer Plan
Deffered Compensation
Incentive Stock Plans
Qualified Stock Options
Phantom Stock Plan
bullet Succession Planning :

Exit Strategies
Sale of Business :
to Partners
to Children
to Outside Buyer
ESOP
FLP SOP
CHRFLP
CHESOP
Buy Sell Funding


bullet Wealth Transfer Strategies :

Wealth Shifting
Wealth Freezing
Reverse Taxation
Capital Gains Reduction
SCIN
Charitable Support Organizations
Gifting Strategies
Pension Asset Transfers
bullet Business Life Insurance :

Key Person
Buyouts
Recruiting
Deferred Comp
Asset Leverage
Pension Leverage
Premium Financing
Discount Earnings