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Business Planning
Attracting and retaining key employees is essential in a competitive environment. Toward this end, qualified benefits, including 401(k)s, pension and profit sharing may apply, as may non-qualified programs, such as Key-man insurance protection, stock options and deferred compensation arrangements. In estate planning, one of the most important decisions a business owner must make is whether the business should be kept or sold. If the business is to flourish into the next generation, the owner must select the appropriate person to continue its operation. Stavis, Margolis Advisory Services can assist individuals in designating an appropriate third party or family member to continue the business through buy/sell agreements or other viable legal entities. An additional consideration is providing enough liquidity to ensure that the business need not be sold in order to pay the estate taxes. Our services help clients quantify the impact and designate the assets necessary to pay as little tax as possible. |
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| "The difference between the almost right word and the right word is really a large matter - tis the difference between the lightning bug and the lightning." - Mark Twain |
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"Everything must be made as simple as possible but not one bit simpler." - Albert Einstein |
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"You ain't learnin nothin` when you're talkin." - Lyndon Johnson |
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For more information about Stavis Margolis Advisory Services, or to have one of our Professional Financial Advisors get in touch with you, please Contact Us
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