Watch our exclusive video to learn how you can take advantage of a unique planning strategy that allows you to simultaneously enhance your risk management strategy and potentially create a recurring tax deduction of up to $2.8 million each year.
Yes! This strategy and planning tool has actually been a part of the tax code for over 90 years, and is used by thousands of businesses across the country.
Can you work with my CPA and/or Attorney?
Of course! This is something we do on a regular basis with many of our own clients, as well as those of CPAs and Attorneys. Creating a truly comprehensive financial plan oftentimes requires multiple financial professionals to be involved and working together in harmony.
Is it easy to qualify?
Potentially. This strategy has been part of the tax code for decades, and the IRS has spelled out exactly what you must do to qualify. For example, you must have real risk in your business that you are insuring, and the numbers have to make sense. But that's all stuff that I'm happy to walk you through in more detail!