We help business owners navigate a complex and ever-changing financial landscape. Whether you’re a small start-up or a mature company ready to plan your liquidity event, we provide a variety of strategies to help minimize your taxes and optimize your outcomes. Our in-house attorneys provide custom strategies to align your personal goals with your business interests.
Employer-Sponsored Retirement Plans
As a business owner, you understand the importance of attracting and retaining quality employees. In today’s competitive marketplace, a quality benefits package can help your company stand out from the rest. At Great Plains Trust, we support employees with innovative retirement plan strategies to provide for their future while improving their loyalty to your company.
We can help you evaluate various retirement plan options and choose a plan to help maximize your employees’ retirement savings potential while also providing tax benefits for your business.
We design and assist in the implementation of:
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- 401(k) profit sharing plans
- Cash Balance Plans and other defined benefit plans
- Simplified Employee Pension Plans (SEP-IRAs)
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Succession Planning Support
As you near retirement and begin planning your business transition, it’s important to work with a qualified team that can maximize your outcomes. We support your business succession plans with tax-efficient trust, estate, and investment planning strategies.
We support business owner clients with the following succession planning strategies:
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- Financial Powers of Attorney
- Living Trusts
- Gift and Transfer Tax Efficiency
- Transitions to Family Members
- Grantor Trusts
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Ready to take the first step?
Schedule a call with one of our experienced professionals.