Executive Issues in NYC
Expert Executive Compensation Solutions for Businesses of All Sizes
At Margolis & Associates, we’ve seen it all. Our staff understands the underlying business issues in maintaining executive compensation programs. Regardless of the size of your business or the industry you find yourself in, we have the know-how to address the full range of legal, financial, and administrative issues relating to their insurance and compensation plans.
How Much Could You Save?
Protecting Your Business and Legacy with Key Financial Strategies
Key Person Insurance
Focusing on keeping your hard earned assets from needlessly going to the government.
Services include consultations on wills and trusts with Estate attorneys. Planning focuses on a combination of strategies to shift asset ownership and ways to help pay the tax bill which can be 55% to 75% of assets over the allowable exclusion limit.
Executive Benefits
In today’s competitive marketplace, we know that it’s more important then ever to retain and attract top executives.
Deferred Compensation plans may help address this critical pressure point by offering key executives additional benefits to their salary and or 401(k) plans.
Business Continuation
You may be under the impression that if you die, your family would maintain their financial security without your stream of income. While this is possible, it’s not usually practical.
If you or your partner passes away, each of you may not want their partner’s spouse as their new partner. This is where a Buy-Sell Agreement comes in. It’s an agreement between the owners backed by life insurance to buy out the deceased owner’s share of the business in the event of the co-owner’s death. Buy-Sell Agreements are usually funded by a life insurance benefits sufficient enough to buy out the deceased’s share of the business.
Estate Planning
Focusing on keeping your hard earned assets from needlessly going to the government. Services include consultations on wills and trusts with Estate attorneys.
Planning allows you to focus on a combination of strategies to shift asset ownership and ways to help pay the tax bill which can be 55% to 75% of assets over the allowable exclusion limit.
Contact us
At Margolis & Associates, we specialize in executive compensation, key person insurance, business continuation strategies, and estate planning to help protect your hard-earned assets. Contact us today to schedule a consultation and ensure your financial future is safeguarded.