This presentation aims to educate clients on the risks of long-term care needs, costs, and solutions to protect assets from these costs. Other topics will focus on sheltering assets, long-term care insurance options, and alternatives to traditional planning methods.

 

 

 

Business owners are always seeking ways to maximize deductible contributions for their retirement. The retirement plan landscape is complex and constantly changing. Is your current plan maximizing your contribution and tax deduction? Are you thinking of starting a new plan? Beyond IRAs and 401(k)s are plan options that can create large, fully deductible ownership benefits, encourage employee loyalty, and significantly reduce current taxes.

 

 

 

Are your wills, trusts, and other estate documents updated to meet your family’s needs? Make sure your assets will transfer to your beneficiaries, your taxes are minimized, and your family’s wealth is preserved. Our expertise in accounting and financial planning will be complemented by advice from estate planning attorneys in order to educate clients about how to protect assets from various risks, including probate and estate taxes.

 

 

 

It is critical for business owners to ensure their closely held business will continue after they leave. Topics addressed will include selling a business, buy-sell agreements, key-person insurance, and other areas related to business transitions.

 

 

 

How did 2011 turnout and what should we expect in 2012? This session will review the past year in economic terms and provide an outlook for 2012. The presenters will also give insight to how this will impact you and what changes you may need to make from an investment or tax standpoint.