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Helping Build a Better Business

Based in Sarasota, Florida, Business Benefits Planning Group works with CPA firms to help CPAs reduce their business owner’s taxes and expenses, increase revenue, and avoid expensive lawsuits. We use proactive tax planning solutions that are highly successful when utilized the right way.

We help CPAs provide more proactive and holistic advice to their clients while maintaining control of the client relationship and solutions. This can result in better client service, improved client retention, increased revenue, and more free time for what’s important.

We are supported by a team of professionals who are well versed in advanced tax reduction strategies, business financing, captive insurance, cost remediation, cost segregation, alternative qualified solutions, retirement plan protection, multiple entity planning, premium financing, ESOP, Charitable LLC, business exit planning, qualified plans, and retirement plan financing. Business Benefits Planning Group operates under a fiduciary standard. A fiduciary relationship is viewed as the highest standard of advice available under law.

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