Tax credits are a critical component of optimizing business profitability and finding offsets for the ever-increasing costs of benefits. Are your clients leveraging the Worker Opportunity and R&D tax credits that may apply to them? Most business fail to utilize these credits to their full extent, leaving thousands upon thousands of dollars on the table. Typical R&D tax credit studies return an average of approximately $30,000 for every $1MM in payroll! Eligibility extends back 3 years – so there’s urgency in providing your clients with this incentive. Click on the image to watch a brief video.

In addition to leveraging tax credits, your clients can take advantage of interest only loans up to and exceeding $1MM to build a superior nest egg. Deposited into an Index Account, the funds grow free from market risk – tax deferred. The proceeds supplement retirement income. At the owner’s death, the loan is repaid and any remaining amount is distributed to the beneficiaries.

These are just a few of the novel strategies that are critical to retaining benefits clients in an increasingly competitive and costly market. To learn more, contact us.

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