Peachtree Planning Business Owner Tax Reduction Plan

A qualified plan can create a big opportunity for tax reduction and deferral for a business owner. Your position as plan sponsor also gives you control over plan design and investments, making it an even more attractive place to save your money.
However, as plan sponsor you are a fiduciary. This means you are legally required to act in the best interest of the plan participants and can potentially be held personally liable for any violation by the plan. Qualified plans come with strict administrative and investment oversight requirements that can be easily violated without the proper guidance.
A properly designed and well-run qualified plan can be a great asset for you, while a poorly run plan can quickly turn into a major liability.
Our experienced team works as your trusted partner to provide a full suite of services to your qualified plan. From plan design to plan service, we ensure that your plan is an asset, not a liability.
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