Leveraging Corporate-Owned Life Insurance in an MSO for Business Continuity How COLI-backed deferred comp plans funded through MSOs solve real business risks while maximizing tax and legacy value. As successful business owners scale their operations, the risks they face evolve beyond simple operational issues. It’s no longer about just running the company — it’s about […]
We help privately held companies reduce their federal income taxes annually, returning cash to grow and protect their business and family wealth.
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