April 24, 1990DearWe thought the following questionnaire might be of interest – Does it matter if your company owns the insurance policy that funds your buy/sell agreement?Yes No Don’t Know Can I still take advantage of a medical reimbursement plan?Yes No Don’t Know Do you have your estate in order so that your heirs will pay the minimum federal and state estate taxes?Yes No Don’t Know If you think capital gains rates will be lower next year, do you know what important strategies to follow to reduce your tax burden?Yes No Don’t Know Do you know how to structure your debt in order to maximize your tax deductions?Yes No Don’t Know Are you doing everything possible to minimize corporate taxes?Yes No Don’t Know Is your company structured to take full advantage of the tax opportunities available to you?Yes No Don’t Know If you answered “no” or “Don’t Know” to any of these questions, you may require some critical tax planning advice. Our goal is to help you save more of your hard-earned dollars, to gain control over your tax situation and to make tax-wise personal and business decisions. If you want to pursue any of the above, please call us.
