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Employee Benefits Checklist

Updated: Mar 29

Your employees and other critical service providers are the foundation for a successful business. 


This Employee Benefits Checklist will help review your employee salary and benefits program. Salary and employee benefits can be effective tax-planning and business succession-planning tools for your business and for your key employees. 


Because employment laws and tax codes are so dynamic, review your business’s salary and benefit packages regularly to ensure that your business complies with changes in the law and your business planning strategy maximizes your planning opportunities.


You should discuss these items with the appropriate members of your planning team, including your estate and business planning attorney, tax professional, financial advisor, and insurance professional.


CLICK BELOW for a copy of the checklist – No contact information required


03_Employee Benefits Checklist_LMP
.pdf
Download PDF • 87KB

 

THIS ARTICLE SHOULD NOT BE RELIED ON AS LEGAL OR TAX ADVICE (INFORMATIONAL PURPOSES ONLY)


Ryan E. Snow, JD/MBA, is a licensed attorney and experienced entrepreneur specializing in legal services for small to mid-sized businesses in all industries and at all stages of growth and development. He can be contacted via email at Ryan@RyanSnow.com or at his website www.ModernUtahLaw.com.


©2023 by Venture Counsel LC, all rights reserved.


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