Copyright FMG Suite. Welcome to Business Planning Group Business Planning Group assists organizations and clients in understanding and implementing qualified plans, executive and employee benefit plans, enterprise risk management, and estate and legacy planning strategies.
The information in this material is not intended as tax or legal advice. Business Planning Group can help you create significant tax reductions utilizing financial strategies and investments created with pre-tax income.
Nothing in this Website should be interpreted to state or imply that past results of any investment or policy are an indication of future performance. A combination of business valuation methods How to get a valuation?
Please consult your tax advisor or attorney regarding your situation. As with any security, request a prospectus from your Registered Representative. Strategies Our Mission To serve client organizations, their owners, executives and key employees by supporting them in planning for their financial futures.
Read it carefully before you invest or send money. We will give you and your company access to the information and professional services needed to reduce the impact of taxes on your finances.
After a few years of planning and execution to create and fund your TCP, you are ready to get your tax conversion plan out of the qualified plan in which it resides. Information throughout this site, whether statements regarding products or services, taxes, the market or other financial information, is obtained from sources which we and our suppliers believe are reliable; however, we do not warrant or guarantee the timeliness or accuracy of this information.
Taxes will be levied on qualified plan required distributions, earnings in retirement, estate taxes after death and finally, income taxes on distribution to the heirs of your estate.
Neither we nor our information providers shall be liable for any errors or inaccuracies, regardless of cause, or the lack of timeliness, or for any delay or interruption in the transmission thereof to the user. Learn More Legacy Planning When you think about all the things you have done in your life, and the impact you have had on people and organizations, you are thinking about your legacy.
About Us Business Planning Group works with business owners and key employees to help them build financial wealth. We personally work with all relevant parties to help them understand the potential rewards that are available when they take a proactive approach to their financial planning.
Contact Us About Tax Conversion Plans Business Valuations It may seem a counter-intuitive to get a business valuation now since you are probably not ready to sell your business. Business Planning Group will help you and your family create an estate plan to create and protect your wealth, mitigate current and future tax liabilities, protect your lifetime earnings potential and provide tax-free income for your retire.
Securities offered solely through Ameritas Investment Corp. Business Planning Group offers pre and post-retirement consulting specializing in preparing you and your family for the road ahead. We will work with you and your tax advisors to assist you and your team in gaining a better understanding of the IRS compliant financial products that will enable you to mitigate income taxes, protect lifetime earnings and receive tax-free distributions.
Business Owners and Executives Business Planning Group can help you create strategies to build wealth, protect your lifetime earnings, receive tax-free income, mitigate tax liabilities, and more!
The information provided herein is for general reference purposes only. What are the methods of understanding the value of my company?
FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
Business Planning Group can guide you in establishing your captive s to provide the needed risk coverage for your company. Now may be the time to consider creating an enduring legacy for you or your family.View Gavin White’s profile on LinkedIn, the world's largest professional community.
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BPG Wealth Management is a full service multi-generational financial planning firm that serves as your strategic partner in helping to create financial independence and confidence through the most crucial stages of your life.
Our goal is to provide families, business owners, executives, and those looking for guidance in managing their assets. Based in Sarasota, FL, Business Benefits Planning Group assists companies, business owners, professionals and organizations in understanding and implementing tax-advantaged benefit plans that can help retain and recruit talent and build personal wealth to support a.
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