Broker Check

Executive Bonuses & Business Succession

Executive Bonuses & Business Succession

Monday, April 29, 2019

2:15p - 5:15p EST

Independence Planning Group

Independence Planning Group

1767 Sentry Parkway West, Suite 200
Blue Bell, PA 19422
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Larry Rosenthal & Robert Santry [email protected]


Mark Brumbaugh

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.

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