Business Planning

In Business Planning, we implement a strategic tax plan with risk management considerations in four primary areas. These areas are developed for sole proprietors, partnerships, C corporations, S corporations, LLC, LLP, FLP, and P.C.

Employee Benefits

• Health Insurance
• COLI
• Long Term Care
• Dental Vision
• HSA
• EE Retention
• Disability / Life Insurance

Employer Sponsored Plans

• Simple
• SEP
• 401(k)
• Def. Contribution
• 403 (b)
• 457 (b)
• Defined Benefit

Executive Comp

• NQDC
• Exec Bonus
• Top Hat
• Split Dollar
• Phantom Stock
• Stock Options
• SERP

Succession Planning

• Funding
• Valuation
• Growth Planning
• Success Management
• ESOP
• Buy-Sell
• Exit Strategy

Business Risk Management Considerations

Business Planning includes considerations in Risk Management that address incomplete planning, outdated planning, buy sell agreements, successor management, family income, key person insurance, disability, and employee benefits.

Business Strategic Tax Planning

Your Business Plan is designed to preserve assets and minimize taxes with a Strategic Tax Plan for estate taxes, gift taxes, generation skipping taxes, income taxes, tax harvesting, capital gains taxes, net operating loss, and Section 199A.

Fiduciary Duty

REDW Wealth’s Fiduciary Duty to our clients is a consultant with limited yet, comprehensive engagement.

Our Team Has Broad Expertise

Our team members provide personal attention and technical excellence. Our advisors include practicing CPAs, Personal Financial Specialists, CERTIFIED FINANCIAL PLANNER™ professionals, Chartered Financial Analyst® charterholders, Accredited Investment Fiduciaries®, an attorney, an Accredited Investment Fiduciary Analyst®, as well as other credential holders.

How can we help?

For most business owners, their business is their most significant asset. Our team is trained to understand and identify common financial risks associated with your assets or businesses. We can tailor a strategy that will help you feel confident and in control.

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