Tax Planning

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Unique Tax Planning

If you are looking for the most innovative ways to put your hard earned money in your pocket while deferring taxes you have to let CBC go to work for you. We have saved clients thousands of dollars on taxes by becoming experts in plans that are specifically designed to help owners and partners defer extreme amounts of money from taxes while earning interest. Also we help you learn about what to watch out for when building retirement income

Plans we offer:

As a business owner you know that the reward for success is paying more taxes.
Cornerstone Benefits Consulting offers programs to business owners that allows them to take more money out of their business on a tax deferred basis. Instead of looking for more stuff to buy and writing it off, these programs allow our clients to take up to 6 figures out of the company and put it in their pocket. It’s 100% tax deductible to the business and has a guaranteed interest rate of  return. You don’t pay taxes until you start pulling it out when you choose to retire.

Areas we can assist with:

- Maximizing tax savings for owners, officers, and highly compensated employees.
- Maximizing tax savings when selling outright or transferring ownership to family members.
- Maximizing allowable contributions to your plan.
- Coordinating existing plans to work in conjunction with new plans.
- Evaluating and managing plans over time to ensure consistent, positive results.

Call us today for a free consultation.

888-978-6631

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