by Mark B. Kostrzewski | Jun 22, 2021 | Post Covid Financial Plan, Split Dollar Plans WNY, Split-Dollar Plan For Bank Executives
We’ve talked a bit on the blog here before about Split-Dollar plans, and how many high income earners are supplemented and multiplied with executive benefits packages like Split-Dollar. NCAA football coaches for example, often are the recipients of the benefits...
by Mark B. Kostrzewski | May 26, 2021 | Executive Benefits, Executive Benefits WNY
Here on the blog we like to shed light on the many ways you can earn more from your hard work, with tax efficient insurance strategies. You can count on finding new content here every few weeks, and you can also learn more about this stuff over on the MBK Beat Podcast...
by Mark B. Kostrzewski | May 18, 2021 | Executive Benefits, Executive Benefits WNY
2020 was quite the year, and 2021 has been an up-hill climb. We have made significant progress forward in the world of the pandemic, but it can be assumed your company was forced to make adjustments in the last 36 months or so. Some business owners forge forward and...
by Mark B. Kostrzewski | Apr 15, 2021 | Credit Union Retirement Benefits, Supplemental Executive Retirement Packages
We are constantly seeking new ways to demonstrate how our creative tax-efficient planning strategies can help a potential client. If you’ve listened to our podcast, you may know a bit about what we do, specifically we talk about SERPs for Executives of Credit...
by Mark B. Kostrzewski | Mar 18, 2021 | Credit Union Retirement Benefits, Post Covid Financial Plan
We work with people of all walks of life, but many times we find that with CEO’s and owners of Not-for-profit Credit Unions struggle with recruiting and retaining high quality talent. With the inability to offer things like stock options, putting together...
