When it comes to creating customized incentive/retention arrangements, some companies have their hands tied behind their backs. Companies without available stock options or other types of equity are at a disadvantage when it comes to high quality talent. Obviously...
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...
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...
