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All businesses have moving parts with diverse individual, team and organizational goals changing at various times during the business lifecycle. Serving the entire workforce of an organization (at all times) gives us real-time intelligence to make wise decisions and aligns perfectly with our integrated approach to your current and future corporate goals.

Again, we differ from other firms due to the comprehensive suite of financial services that few companies can provide. And where most advisors have a limited understanding of businesses, our team brings insights and guidance to all aspects of the enterprise. The value manifests in a better experience, greater efficiencies, effectiveness and ease of management.

We engage in strategy, planning and complete implementation of all the services below or we can handle a single focused project. The choice is yours; the privilege, all ours.

<span data-contrast="auto">Executive Benefits</span>

Executive Benefits

Attracting and retaining top talent is critical to the success of any business. Our team has helped many organizations devise compensation plans that benefit both the business owner and key executive on a tax-favored basis. 

<span data-contrast="auto">Non-qualified Deferred Compensation</span>

Non-qualified Deferred Compensation

These plans are called by a variety of names, such as SERPs, Executive Benefit Plans, Deferred Compensation Plans, Golden Handcuffs, etc. We have extensive experience and knowledge in every aspect of these plans; from plan design and funding options, to documentation, communication, administration and accounting. We help avoid the dreaded 409(a) violations that can result in a 20% Federal and 5% California state penalties. 

<span data-contrast="auto">Tax Planning and Preparation</span>

Tax Planning and Preparation

Our Enrolled Agent (EA) tax professionals make it their business to stay abreast of all current tax legislation and proposed changes so that a sound strategy can be developed in order to reduce the tax obligation as much as possible. From corporate filings to flow through entities, we have the knowhow to help you keep more of what you’ve earned.

<span data-contrast="auto">Business Succession Planning</span><span data-ccp-props="{&#34;201341983&#34;:0,&#34;335551550&#34;:1,&#34;335551620&#34;:1,&#34;335559685&#34;:720,&#34;335559739&#34;:160,&#34;335559740&#34;:259}">&#160;</span>

Business Succession Planning 

Owners of closely held businesses and high net worth individuals often face concerns about the survival of their business or estate after they’ve moved away from day-to-day operations. Our advisors seek a deep understanding of each client’s business, the specific roles of each executive and nuances of the family dynamic in crafting a plan.

<span data-contrast="auto">Company Owned Life Insurance (COLI)</span>

Company Owned Life Insurance (COLI)

We understand the ins and outs of IRS regulations on COLI. When properly structured, policies can minimize corporate tax burden, increase after tax income, finance employee benefits, and help offset the cost of replacing a deceased employee.

Workplace Financial Planning

Workplace Financial Planning

Employees are increasingly looking to their employers for help with their overall financial picture. This extends well beyond providing a company-sponsored retirement plan. Today's employees want their employer to be a partner in their total financial wellbeing. StoneKimbro supports employers in delivering employee financial wellness through Workplace Financial Planning.


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