VEBA Trustee Services
There is a program that when properly constructed, can substantially reduce taxes for any type of business entity, including a sold proprietorship, partnership, S Corporation, C Corporation or Limited Liability Partnership. It is perhaps one of the most flexible, but
under-utilized, business and personal planning tools. It is 501(c)(9) Tax Exempt Trust, commonly referred to as the Voluntary Employees Beneficiary Association (VEBA).
Benefits to Client
- The program allows large, flexible & fully tax-deductible contributions.
- Assets accumulate & compound on a tax-deferred basis.
- Assets are protected from creditors.
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Trust yourself