Business Planning

I can help you:

• Determine the appropriate corporate structure (S-corp, C-corp, LLC, FLP, PC, PA, LLP, etc.)
• Turn your business into a creditor proof fortress
• Understand why your business should never own its most valuable asset(s)
• Help your business protect and leverage your accounts receivable
• Reduce corporate and owner income taxes
• Structure cost-effective retirement plans
• Legitimately achieve financial benefits without offering them to employees
• Evaluate, recommend and implement deferred compensation programs
• Sell the business and maximize your after-tax return
• Buy out partners with pre-tax dollars

Many of you own your own business now or hope to do so sometime in your career. In many ways, owning one's own business is part of the American Dream. I know what it takes to start and continue a successful business. It certainly can be one of the most rewarding experiences in one's career.

However, it is also a risky pursuit, both financially and legally. Unfortunately, many business owners do not realize this, despite the glaring statistics all around them: 90% of closely-held businesses do not make it beyond 5 years, fewer still make it to the 2nd generation, and almost 1 million Americans file for bankruptcy protection each year (Source: Alan Carsrud, Adjunct Professor, Anderson School at UCLA - Small Business Management Lecture and Handouts, 1997).

Nonetheless, I do not want to discourage people from starting new ventures or expanding successful businesses. In fact, it is quite the opposite. Rather, my goal in this section is to give business owners and entrepreneurs the knowledge they need to maximize the legal protections, the financial, and tax benefits from their business, whatever they may be.

Along with joys of self-determination and the freedom of being one's own boss, most business owners start their business with the idea that they would be able to take significant financial rewards out of that business once it became successful. Unfortunately, many business owners feel that they are not taking enough benefit out of their business. Either the taxes take too much of their profits, or they don't know how best to structure benefit plans to legitimately reserve the great majority of the rewards for themselves.

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