Broker Check

Tax Strategies for Businesses

How does your business respond to its tax burden?  If your response is reactive instead of proactive, you have already lost. Your businesses' profitability and efficiency are in great danger if you do not have a suitable financial game plan in place that specifically integrates a tax reduction strategy.  Taxes on business profits can be minimized, deferred, or a combination of both.  We help our clients navigate these challenges by integrating a tailored tax strategy into a complex environment.  Below are some of the specific services that our associates offer through Lincoln Financial Securities.    

Investments offered through
Lincoln Financial Securities

  • Bonds
  • Check Writing
  • Common Stock
  • Debit Card
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes
  • Variable Annuities

Financial Planning offered through
Lincoln Financial Securities

  • Retirement Plans
  • Tax Strategies
  • 401k Plans
  • 403b Plans
  • College Savings Plans
  • Estate Plans
  • Money Management
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance Planning

  • Life Insurance
  • Disability Income Insurance
  • Long Term Care Insurance
  • Individual Health Insurance
  • Group Health Insurance

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Insuring Your Business With a Buy/Sell Agreement

It may help your business be better prepared in the event of the death of a principal or key employee.