Star Plan

​

Business owners that are high-income earners, participating in the top tax bracket will benefit from the STAR (Selected Tax-Advantaged Retirement) plan.  The STAR plan will reduce the amount of income tax paid by the business owner by as much as 45% with current tax rates.

​

                                      Succession Planning

 

Many businesses are passed down from generation to generation.  Some businesses are valued greater than the Estate Tax exemption limits.  Passing your business to your beneficiaries with a proper Tax Strategy is paramount.  Our Succession Planning team is here to help you the entire way, we can assemble plans in coordination with your CPA, Attorney, and Financial Advisor to ensure a successful transition.

​

                                            Exit Planning

​

At Golden Shield Life, our philosophy for your liquidity event is to plan years ahead to ensure top dollar for the sale of your business.  We will identify what your business is worth, assess what risks there are that could bring your business value down, develop strategies to harvest value for your business and assemble a management plan from now until the sale of your business.  We will then identify the best possible solution to Exit your business, whether it be on the open market, Employee buyout or Employee Stock Ownership Plan.