We partner with clients to develop tailored, strategic approaches
to overcome HR, payroll, commerical insurance, financial, and employee benefits-related challenges.

February 22, 2012
Updated Guidance on W-2 Reporting of Health Care Costs
New guidance from the IRS provides additional information for employers that are subject to the requ...
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February 20, 2012
EEOC Charges Reach All-Time High
The U.S. Equal Employment Opportunity Commission (EEOC) recently announced that a record 99,947 empl...
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February 17, 2012
Taxpayer Help from IRS
The IRS announced a number of improvements to help make this tax season easier for taxpayers. This i...
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Integrate Professional Financial Services
  • I. Retirement Planning
    • a. 401(K) Plans for Business
      • i. Defined Benefit Plans or advice on dissolving a DB plan
      • ii. ESOP’s
    • b. Retirement planning for key executives
    • c. Investment advice and meetings for employees
    • d. Review of current documents and procedures
  • II. Business Owner & Executive Solutions
    • a. Exit Planning
      • i. Cross Purchase Buy-Sell
      • ii. Entity Purchase Buy-Sell
      • iii. Wait and See Buy-Sell
      • iv. Multi-Owner Buy-Out
      • v. Business Continuation General Partnership
      • vi. One Way Buy-Sell Agreement
      • vii. ESOP
    • b. Key Executive Compensation Plans (provides ability to recruit, reward and retain key employees who contribute the most to the company or are a key revenue source)
  • III. Wealth Transfer
    • a. Irrevocable Trust
    • b. Private Split Dollar
    • c. Annuities/Variable Annuities
    • e. Charitable Giving
  • IV. Income Protection/Business Protection
    • a. Individual Disability Coverage (provides protection over and above group coverage for highly compensated owners and employees)
    • b. Stay Bonus Plan
    • c. Key Person Life Insurance
    • d. Overhead Expense Insurance – Related Loans
  • V. Personal Investing
    • a. SEP Plans
    • b. IRA’s – Roth etc.
    • c. Mutual Funds
    • d. College Tuition

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