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For many business owners, the value of their closely held business makes up a majority of their net worth. Therefore, growing business value is as important as the cash flow.
CCG provides strategies to create personal wealth with minimal corporate or personal income taxes. We also help clients plan for their personal retirement, answering important questions like “How much will it take?” For key employees, we design and implement compensation programs so that top people are motivated to grow the business over the long term.
CCG Wealth Planning services include:
• Design of tax-favored retirement plans for business owners.
• Design & implementation of savings & bonus plans for top employees.
• Programs that reward top employees for profitable business growth.
• Programs that provide top performers with ownership without diluting control.
Estate Planning:
Business owners care about what eventually happens to the assets they have created: the business, real estate and other valued assets. Estate planning is about determining when, how, and in what manner assets will be passed to children, grandchildren, charities or other beneficiaries. The goal of estate planning is to give clients maximum control over the process, minimize taxes and create legal protection from potential creditors.
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