Corporate Risk Management Strategies
Including Tax Risks
Corporate risks we manage:
1) TAX RISK
2) Cash Flow Risk
3) Borrowing Risk
4) Liquidity Risk
5) Debt Risk
6) Retirement Risk
7) Succession Risk
8) Partnership Risk
9) Key Person Risk
10) Disability Risk
Through certain strategies and concepts, using corporate owned life insurance products, etc. we are able to provide
solutions managing incorporation risks.
If your corporation has considerable retained earnings (excess working capital) parked in your operating company or holding company, bringing it out as dividends will have huge tax consequences. Having it stay in retained earnings the same.
We'll help you implement a strategy creating tax advantage dividends (tax-free dividends & tax-deferred dividends)
We eventually work with our clients' CPA to get their approval. Our tax expert CPAs or/and tax lawyers who have been in the life insurance industry for many years will walk your tax consultants with regards to corporate insurance taxation.
They have specific booklets designed for tax consultants.
This is a free of charge service if we see the corporation serious.
Corp. strategies get implemented in your corporation after your tax consultant(s) confirmation
We do business the old-fashioned way - by word of mouth
Please introduce us if you are satisfied with our services
Cash Flow & Risk Mitigation Solutions for Corporations