Executive Benefits Solutions

Executive Benefits Solutions works with CPAs and Tax Attorneys to assist their business owner clients in creating custom benefit plans that seek to maximize the deductible contribution and personal benefit received by the business owner. We work hand-in-hand with small business owner clients and their advisors such as their CPA and/or Tax Attorney to implement tax saving strategies. Additionally, we teach quarterly classes to help educate advisors and businesses about tax saving strategies that may meet their specific business retirement planning needs. For professional tax advisors, we offer LIVE Continuing Professional Education (CPE) courses, which are registered with the National Association of State Bureaus of Accountancy's (NASBA's) National Registry of CPE Sponsors (CPE Registry) to ensure that our course attendees receive CPE credit for their course work. Our classes consistently receive praise for their clarity, practical in-depth information, and our ability to communicate the material in an engaging way. Some examples from our curriculum include: -Tax Efficient Strategies For Affluent Business Owners -Maximize Qualified Plans For Business Owners' Benefit -Generate Larger Deductions (And Contributions) With a Fully Insured Defined Benefit Plan -Increase The Owners' Benefits From Group Life Insurance -Post-Retirement Health Care Plans: The Good, The Bad, and The Ugly -Leverage Business Assets For Business Owners’ Personal Retirement Benefit