Weather the retirement storm by strengthening your business with an 831(b) plan. It’s legal and highly effective for tax deferral today to address tomorrow’s risks.

Today, Toby Mathis of Anderson Business Advisors talks to Ed Bryan, Director of Business Development at SRA. Ed has more than 20 years of sales and operations management experience and brings a consistent history of leading high-performing sales teams and operational excellence.

Ed is responsible for developing business strategies to improve representative and client relationships. He works closely with Field Marketing Representatives to identify opportunities and provide education to keep them abreast of industry news and latest product knowledge.

Discussed in the Episode

831(b): What it is and how it compares to 401(k) and other retirement accounts

Options: Allow money to grow, declare a qualified dividend, or realize investment gains

COVID Claims: Making employee retention credit retroactive has hurt businesses

Where people go wrong - they don’t share risk and/or operating principles of insurance

Typical Clients: From builders to doctors - there’s no shortage of risk in any industry

What can be insured? Threats to business cash flow (brand, cyber security, other risks)

Links

Ed Bryan’s Email

SRA 831(b) ADMIN

https://www.831b.com/

Captive Insurance: The BIG Business Tactic YOU Want To KNOW!

https://andersonadvisors.com/podcast/captive-insurance-the-big-business-tactic-you-want-to-know/

Internal Revenue Service (IRS)

https://www.irs.gov/

FAQs: Employee Retention Credit under the CARES Act

https://www.irs.gov/newsroom/faqs-employee-retention-credit-under-the-cares-act#:~:text=The%20Employee%20Retention%20Credit%20under,financially%20impacted%20by%20COVID%2D19.

Opportunity Zones

https://www.irs.gov/credits-deductions/businesses/opportunity-zones

Entity Formation

https://andersonadvisors.com/entity-formation/

Toby Mathis

https://tobymathis.com/

Anderson Advisors

https://andersonadvisors.com/

Anderson Advisors on YouTube

https://www.youtube.com/channel/UCX5nh607M8hSBLiMB9MgbIQ