As a business owner herself, Terri Ward understands the opportunities and challenges you face and is committed to providing customized solutions for small to medium-sized businesses and their owners. Terri specializes in S corporation and LLC taxation and takes a proactive approach to minimizing tax liabilities.
In addition to retirement plan selection, design, implementation and management, we can assist with
- Buy/sell agreements
- Succession planning
- Executive compensation issues
Retirement Plans
In accordance with our mission of helping clients achieve their financial goals, we are committed to increasing the amount of money saved for retirement and the number of retirement plans. Therefore, we have assembled a team of professionals, which can include your own tax professional, to help you
- Define your needs
- Select and customize a plan increasing tax deductions and cost-efficiency
- Develop and implement an Investment Policy Statement
- Transition smoothly into the plan
- Enroll and educate employees, promoting participation
- Manage plan assets/investments
- Understand your responsibilities as an employer/fiduciary
- Minimize your fiduciary liability
- Understand and fulfill your legal obligations under IRC §404(c)
If you have an out-dated plan such as an old money-purchase plan or your plan is not in compliance with the Pension Protection Act, we can help. If you would like to establish a new plan, be it a SIMPLE plan, a SEP, a 401(k), or defined benefit plan, we can help and it may cost a lot less than you think. Plans vary as to when they must be established and funded so call us now.
"Anyone may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury, there is not even a patriotic duty to increase ones taxes."
– Judge Learned Hand
Second Circuit Appeals Court
"A business is successful to the extent that it provides a product or service that contributes to happiness in all of its forms."
– Mihaly Csikszentmihalyi