Deferred Sales Trust: Maximize Wealth & Minimize Taxes
By ira
Deferred Sales Trust: Maximize Wealth & Minimize Taxes Welcome to Triathlon Partners At Triathlon Partners, led by Ira Koyner, also known as “The Original IRA,” we specialize in innovative financial strategies designed to help business owners, physicians, dentists, and individuals with asset-rich but cash-poor situations. The Deferred Sales Trust (DST) is one of our most
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TriathlonPartnersTV: Key Employee Retention & Succession Planning
By ira
Life insurance can create golden handcuffs for key employees. It is a tax efficient asset, and can provide a tax exempt payments when selling the firm. Watch the latest episode of Triathlon TV, and understand how to combine key employee retention/reward plans and succession strategies in a tax efficient vehicle. Additional resources Succession Planning Small
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Succession Planning: Insurance Can Fund Your BUYOUT
By ira
Succession Planning: Insurance Can Fund Your BUYOUT Combine a valuable benefit for your key employee and heir apparent, while funding your own buyout. Business continuity, key employee benefits and an exit strategy are important to the long-term success of a small business. These objectives can be accomplished by combining them into one strategy. Business continuity
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