The Business & Individual Review™ is a comprehensive and objective review of all your businesses financial affairs including investments, insurance and legal documents to determine how well they integrate with legal doctrine and tax code.
Our team meets with you to understand the vision and goal of your business. We then determine what needs to reviewed. You provide us with the required material, and following our review, we provide you with a detailed report outlining your current state of business affairs. This report explains what is working, and what needs to be changed or improved.
The areas that can be reviewed are:
- Shareholder agreements
- Buy-sell agreements
- Operational agreements
- Incorporation status
- Wills and trusts
- Life insurance policies
- Property & casualty insurance policies
- Risk management
- Corporate benefits
- Investments
- Retirement planningProfit-sharing plan
- Defined benefit plans
- 401k and 403b plans
- Workers Comp plans
- IRAs
- 457 plans
- Charitable giving strategies
- Special care planning
- Relationship map
- Tax efficiency