Advanced Case Design services included:
Financial Modeling
- Income Tax Projections
- Estate Tax Projections
- Cash Flow Projections
Life Insurance – Advanced Plan Designs
- Split Dollar Arrangements
- Premium Financing Arrangements
- Private Loan Arrangements
- Buy-Sell Arrangements
- SERPs
- Voluntary Deferrals
- Section 162
- 457(f)
Advanced Case Design Support
- Identifying client needs
- Recommending planning strategies
- Providing tax research support
- Legal document review with recommendations based on current tax law
- Preparing branded and customized presentations
- Participating on client calls upon request
