Business Solutions

Business Needs Assessment (digital approach tool) Business Owner Retirement Business Valuation/Buy-Sell Review Family Business Planning Industry Marketing - Agriculture Industry Marketing – Healthcare Prioritizing Business Needs Strategic Alliances

ESOP Repurchase Key Person

Buy-Sell Strategies Transfer Strategies

Bonus Bonus - LLC Member Bonus - S Owner Bonus (Tax Exempt) Death Benefit Only Death Benefit Only (Tax Exempt) Deferred Comp - 457(b) and 457(f) Deferred Comp - Defined Benefit Deferred Comp - Defined Contribution Deferred Comp - Incentive Bonus Deferred Comp - Select Reward Deferred Comp - Select Reward (Tax Exempt) Deferred Comp - SERP Endorsement Split Dollar Loan Split Dollar

Charitable Giving Gifting Strategies Inheritance Equalization Private Split Dollar Special Needs Trust Solutions Estate Tax Reports

Charitable Giving

There are three types of life insurance charitable gifts:

Income tax deductions may be itemized to claim an income tax charitable deduction in the year of the gift, provided the gift is made to a "qualified organization."
Income tax charitable deduction is dependent upon the type of donee organization (e.g., public charity, private foundation, other), the value of the gift, and the type of property given.
Donors who contribute property (other than cash and publicly-traded securities) to charity, and who claim a deduction exceeding $5,000, generally must obtain a written qualified appraisal from a qualified appraiser to support the claimed valuation.

Key materials listed below. Additional information available in the Advanced Marketing Sales Library from Pentera Group, Inc.

Advanced Markets Information
Technical material for applied knowledge on a specific topic.
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