Business Planning

The R&D Tax Credit

ESOP (Employee Stock Option Plan)

Deferred Compensation Arrangement

Credit Card Merchant Audit

Key Person Insurance Benefits

Work Comp Insurance Audit

BOLI (Banked Owned Life Insurance)

Disability Income Strategies

Restricted Endorsement Bonus Arrangement (REBA)

LTIP Long Term Incentive Plan

409 Executive Benefit

Phantom Stock Purchase

Supplemental Retirement Plan (SERP)

COLI Corporate Owned Life Insurance

What is Property Tax Audit and what's involved with such an audit?

Worker Opportunity Tax Credit?

Buy Sell Arrangement

Premium Financed Life Insurance

Cost Segregation & Engineering-based Cost Segregation Studies

Split Dollar Agreement