Executive Bonuses & Business Succession
Monday, April 29, 2019
2:15p - 5:15p EST
Independence Planning Group
Organizer:Larry Rosenthal & Robert Santry [email protected]
Two sessions: Understanding Executive Bonus Plan Options, and Closely Held Business Transfer & Exit Strategies. Earn 2 CE / CFP / CPE credits.
For industry professionals only.
The Executive Bonus session will cover:
- Analysis of small business owner’s need to compete for key executives
- Key executives’ disadvantages of contribution discrimination in qualified retirement plans
- Examine what executive bonus plans are and the different types
- Review various funding options for Executive Bonus Plans
- Describe best practices and ideal business owner profiles
The Business Succession Planning session will cover:
- Show the importance of a buy‐sell contract between non‐related business owners
- Discuss why life insurance is an important funding option for buy‐sell planning
- Discuss the importance of a business valuation for buy‐sell planning and estate and gift tax planning
- Discuss estate and gift tax considerations
Wine and cheese networking event to follow.