After Tax Reduction, Advanced Strategies that make sense for your situation may be recommended such as: 

• Transfer of qualified retirement plans to a Roth and deferring the conversion tax for life  
• Cash balance plans  
• Benefit-focused defined benefit plans to increase a top-line deductions over the Cash Balance Plan limits with an IRS determination letter  
• Captives, to mitigate risk and much more  
• Defer the capital gains taxes for life and beyond  
• Very unique premium financing structures  
• 401(k)/IRA exit strategy  
• COLI (must now be for 100 employees or more)  
• Company-owned tax-free retirement plans funded with our exclusive contribution premium financing (No out-of-pocket expenses for the owners or employees)  
• Y20 – Exclusive planning for the $25,000,000 net-worth market  
• Charitable planning  
• Cost Segregation