Ownership for key employees can be an instrumental strategy to retain and attract top talent within your business and increase value over the long term. When tackling key employee planning with our clients, our fundamental goals is to use these 8 steps as a foundational...
Many owners start their business with an end goal in mind. They anticipate growing the company over the years with the assumption that, when the time is right, they would sell the company to family, other partners, or to a third party. However, as the...
Non-qualified deferred compensation plans are designed to provide incentive and reward key employees and are not governed by the special tax rules for ‘qualified’ plans, such as 401 (k) and other profit-sharing arrangements. Unlike qualified plans, which are deductible to the company when funded, but...