Business owners who are hoping for large tax deductions for this year are running out of time to lock in those savings if you haven’t made a move yet on the cusp of the holidays. Surely you have a lot for which to be thankful but you could be showing your Financial Advisor some extra gratitude if they sweeten your holidays with a nice chunk of change to put in the bank.
I know many business owners are frustrated with the relatively small contribution limits of their 401(k) and/or profit sharing plans which is why our tax mitigation strategies are so unique. We partner with money managers to super-charge their client’s portfolios with tax-advantaged Defined Benefit Plans. I’m talking about the robust models known as “Split Funded” Defined Benefit Plans. The type that have made a couple of well-known college football coaches wealthy men. Defined Benefit Plans allow business owners to contribute hundreds of thousands of dollars (depending on age and income) on a tax-deductible basis.
But time is running out. In order to lock in a sizable deduction for 2017, business owners need to sign Plan Documents by December 31st. Contributions may be made to the plan next year (up until the time income taxes are filed), but documents must be signed by the end of the year. Think of it as your New Year’s resolution to cash in on the old year.
Want to know if you fall into the categories of our typical client profile? Law firms, medical groups, family businesses, consultants, lobbyists, real estate brokers, architectural firms, hedge fund principals, clients receiving Board of Director fees… And yes, highly paid elite sports figures are excellent prospects too. The holidays are upon us and we’ll be pouring the eggnog before you know it. Give us a ring and let’s discuss  clients who might be a good match for these super-charged DB plans. The ticking clock is getting louder… tick, tock, tick, tock.

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About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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