Retirement Plans

Our firm serves helps with:

Planning
Reviewing
Representing Retirement Plans Before the IRS

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Retirement Plans

Our Firm works closely with actuarial and benefit firms, but we also have in-house expertise relative to planning, reviewing, and representing retirement plans before the IRS. We can also draft and advise clients regarding structure, funding, and implementation of non-qualified retirement plans. An integral portion of both income tax and estate tax is the usage of the proper retirement planning vehicles.

Whether it is the preparation of a retirement plan income tax return, the review of an existing plan, modifications of a plan, or structuring and implementing the best plan for a firm, our firm can assist.

Experience speaks for itself!

We provide strategic tax planning, business planning and legal representation for clients throughout North America and various foreign jurisdictions.

7 min read

Usage Of C Corporations Require Adherence to the Form and Substance

Jun 23, 2022 by Richard M. Colombik

For all clients who use a multiple corporation set up, they are aware that they must submit invoices for services...

2 min read

Prime Rate Funds

May 5, 2022 by Richard M. Colombik

Do your bonds have you feeling shaky since interest rates have no where to go but up?

Interest rates are proceeding...

3 min read

Irrevocable Insurance

May 5, 2022 by Richard M. Colombik

The Revocable Living Trust is a trendy topic for seminar these days. When you strip away all the hype, however, the...