Tax Planning Archives | TRUST-CFO®
March 26, 2020

Secrets to Private Retirement Plans

March 12, 2018
private retirement plan

The Tale of Two Partners: Do you want a 10% net return or 35%, using the same dollars?

Last year we set up a private retirement plan to exempt retained earnings for 2 business partners in the development […]
August 4, 2016
Is your Business Protected

Exempting Your Business Stock & Interests in a Private Retirement Plan

Funding Your Retirement with Your Business Stock While other retirement plans prohibit private business interest funding, a Private Retirement Plan (PRP) […]
July 25, 2016
101j Don't give money to the IRS

The Greatest Tax per Dollar…and Totally Unnecessary

Recently we were engaged by a CPA to help clean up a mess that will create a huge and completely […]
July 13, 2016
Does a tax deduction ever hurt you?

The Incredible “Non-Tax” Tax Benefits of a Private Retirement Plan

Ok, so when clients come in our door, they always seem to ask if they can get a tax-deduction for […]
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