How We Can Help You
We can help you design and operate your Employee Stock Ownership Plan (ESOP) or Defined Benefit Pension Plan (DBPP) to maximize your benefits, minimize your taxes, and control your employee costs. With our knowledge, experience and expertise, we are available to help you achieve your tax and financial planning goals.
We can also help you resolve any qualified retirement plan issues which you or your advisors have been unable to resolve. In these situations, we are here to help. We are the attorney advisors that other tax attorneys, CPAs and tax advisors turn to when they have a tax or pension planning problem they cannot resolve. You too can have access to our expertise.
If you have been invited to or otherwise accessed our website, you probably already have a good understanding of qualified retirement plans. Unlike others in the ESOP arena, we focus on helping founders of businesses maximize their benefits as employees, minimize their taxes, and control their other employee costs to reasonable and acceptable levels. We work well with others, including your present CPAs, attorneys and other ESOP advisors.
We Emphasize the Following Legal Specialties and Expertise:
Employee Stock Ownership Plans (ESOPs)
Maximization of Roth Benefits Within an ESOP
Synthetic Equity for ESOP/S Corporations
Defined Benefit Pension Plans (DBPPs)
Other Areas of Expertise:
§414 Controlled Group and Affiliated Service Group Planning
Resolution of Overfunded DBPPs
§1202 Qualified Small Business Stock Planning for Start Ups and Others
Post-Retirement Medical Benefit & Long-Term Care Plans
§401(k) Plan Roth Contribution and Investment Planning
