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Tax Deferral Today to Address Tomorrow’s Risk

Don’t take our word for it. Here’s what other industry experts are saying about SRA and 831(b) Plans.

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From the CPA…

As a business owner, I think you should seriously consider 831(b)s primary because of the risk mitigation tools, but as a CPA its hard for me to ignore the blaring tax benefits that are coming down the pike from this as well. We shouldn’t run away from it simply because there are good tax benefits. I would implore you to take a moment and understand it.

From the Tax Attorney…

Every time the government says I have to do something that’s a tax on the business owner. An 831(b) is the only mechanism I have ever found – candidly – that will allow me to own 100% as the business owner, let me control it, provide a massive amount of intangible risk protection, and also get significant tax benefits, as well as the back end benefit of being able to pull that money out for all sorts of reasons.

From the Financial Advisor…

I agree with SRA that in the next decade, an 831(b) will be standard practice for business owners.

The days of a financial advisor that just looks at stocks, bonds, and mutual funds and doesn’t address business liability, cash flow, and tax planning [are over]. You need to be on the bleeding edge of financial advising.

From the Insurance Agent…

As an insurance agent one of our jobs is to look at a business and make sure they have all the coverages in place. But unfortunately, a lot of times there’s some gaps or maybe some missing things we can’t buy traditional insurance for. An 831(b) Plan helps us to fill those voids by identifying those risks and then setting money aside to more efficiently pay for those risks.

From the Financial Planning Advisor…

As an advisor, I would encourage everybody to look at this tax code. There’s no reason why the 831(b) shouldn’t be as big and broad as the 401(k) Plans are. Giving the business owner the ability to use their money for building their business, for protecting their business rather than just one purpose of retirement after 59 and a half.

From the Financial Planning Advisor…

To me, an 831(b) Plan is more than just a single tool. It’s part of operations, I would think. It provides an opportunity to cover risks that businesses inherently have, and once identified you can structure a proper planning tool for events that could happen; ones that would affect your business and your cash flow.

We sincerely value the trust you place in us. We understand that the individuals you refer are among your most valued and respected clients, and we are committed to treating them with the same level of care and dedication you do.” – Van Carlson, Founder & CEO

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