PensionQuote Blog

Be A Tax Super Hero For Business Owners

2018 was a banner year for U-S business owners but high earnings mean high taxes so they need deductions. Be a Tax Super Hero and show them how to save big using Split Funded Defined Benefit Cash Balance Plans.

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The Brave New World of Genetic Testing and Insurers

But if a condition is discovered by predictive screening the fear is that underwriters would use the information to discriminate against a new life insurance applicant, raising an ethical question about genetic discrimination. 

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CPAs Turn to Defined Benefit Plans In Search of Clients’ New Tax Deductions

In light of the new tax laws, business owners will be losing key tax deductions that will now be excluded and their CPAs will need to replace those with new tax savings strategies. One way is to design Split Dollar Defined Benefit Plans. A custom plan can be structured to significantly reduce tax bills with much greater deductions than traditional pension plans.

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About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.


Coral Gables, FL

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Phone: 1-800-717-4723

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Monday-Friday: 9:00am – 5:00pm

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