At Myerson Wealth, we introduce our clients to a broad range of economic strategies that may have positive Income, Capital Gains and Estate Tax reduction benefits. Not every strategy works for each client, and detailed analyses are typically required to determine if a particular strategy makes sense. In concert with our clients’ existing accountants and other tax and legal professionals we will assist our clients with the implementation of strategies that fit their purpose. Depending on the clients’ goals and objectives, these could include:
Business economic strategies, such as:
- Qualified Retirement Plans
- Employee Stock Ownership Plans
- Capital Split Dollar
- Deferred Compensation
- Captive Insurance Companies (Reportable Transaction)
Personal economic strategies using:
- Charitable LLCs
- Monetized Installment Sales
- IRA to ROTH IRA Conversions
- Structured Life Insurance
Estate Tax Minimization through:
- GRATs, CRTs, CLATs, QPRTs, ILITs
- Generational Split Dollar
- Pooled Income Funds