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PensionQuote Blog

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

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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The Power of Premium Financed Life Insurance

Are you familiar with premium financing of life insurance? Life insurance is often misunderstood by many financial professionals who underestimate its value as a powerful component of estate planning for the wealthy. A recent Forbes article highlights not only life...

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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.

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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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