Speak directly with a 412 Split Funded Defined Benefit Plan Advisor CALL - TOLL FREE - 800-433-9667 NOW!

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Free 412 Split Funded Defined
Benefit Plan Feasibility Study
Tax, Litigation and Retirement Planning
  412 Split Funded Defined Benefit Plan
  Private Operating Foundation
  Corporate Charitable Planning
  Family Limited Partnership
  Large (above $500,000) IRA Conversions
  Qualified Money Conversions
  CRT Rescue
 


 
A Qualified Plan Consultant will prepare a custom 412 Plan Feasibility study for your business or practice based upon your unique goals and circumstances and your business’s cash flow. 		 
  Bert Cutler bert@taxstrategy.com

Tel: 800.808.4020 		 
     
 

Questioning your CRT Unitrust Performance?
Has Your CRT Payment Amounts Met your Expectations?

Speak to an advisor today about the
CRT RESCUE PLAN

PROPERLY IMPLEMENTED CRT REFORMATION PLANNING WILL AVOID
  • Any chance of outliving the CRT uintrust payment;
  • Imposition of private foundation excise tax penalties;
  • The beneficiary left with no part of your charitable gift;
  • Loss of your initial charitable deduction.

For more information contact bert@taxstrategy.com or call 800.808.4020
 
Pension Professionals of Florida Tel: (727) 538-7762. (800) 433-9667 Fax: (800) 967-5109
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