by Finuity | Jan 10, 2025 | EXECUTIVE PLANNING 4 U
Deferred Profit Sharing Plans (DPSPs) offer a strategic advantage for organizations looking to attract and retain top talent while helping key individuals enhance their retirement savings. As a flexible alternative to traditional pension plans, DPSPs provide tax...
by Finuity | Dec 6, 2024 | EXECUTIVE PLANNING 4 U
Preparing for a business transition is a significant step for any entrepreneur. Whether passing the reigns to a family member, employees, or an external buyer, the process requires careful planning to ensure a smooth transition and maximize returns. For many business...
by Finuity | Nov 14, 2024 | EXECUTIVE PLANNING 4 U
For executives and business owners, financial success often brings new layers of complexity to tax planning. As your income grows, so does the need for a strategic approach to minimize tax exposure and enhance long-term wealth. The right strategies can help protect...
by Finuity | Oct 8, 2024 | EXECUTIVE PLANNING 4 U
Offering comprehensive employee benefits is crucial for attracting and retaining top talent. Health Spending Accounts (HSAs) provide a flexible and cost-effective approach for business owners looking to enhance employee benefits, providing a tailored solution that...
by Finuity | Sep 13, 2024 | EXECUTIVE PLANNING 4 U
Insurance Solutions for Buy-Sell Agreements For business owners, protecting the future of their company is critical. One of the most effective tools in ensuring business continuity is a buy-and-sell agreement, often funded by life or disability insurance. These...
by Finuity | Aug 9, 2024 | EXECUTIVE PLANNING 4 U
Immediate Financing Arrangements (IFAs) offer a strategic advantage for business owners and managers who manage health and group benefits for their organizations. This sophisticated financial strategy leverages the cash surrender value of permanent life insurance...
