Executive Bonus
Reward your team and lower your tax bill
An Executive Bonus is the favorite strategy of business owners who want to pay less in taxes without cutting their team. Every dollar your company contributes to reward a key employee is recorded as a deductible expense — lowering your taxable income at year-end — while at the same time building a permanent benefit with cash value in that team member's name. You pay less in taxes, retain your top talent, and protect the continuity of your business. All under the same structure.
Key benefits
- Direct tax deduction: every dollar your company contributes reduces its taxable income for the current year.
- Convert a tax bill you'd pay anyway into an asset that rewards your key team.
- The employee receives a permanent benefit with cash value that grows tax-free.
- A retention tool: aligns the interests of top talent with the goals of the company.
Ideal for
Your business is writing a hefty check to the IRS and you'd rather redirect that money to reward your team than hand it to the government.
You need to retain your key talent with a benefit no competitor can easily match — and that lowers your tax bill at the same time.
Looking to structure a succession plan, liquidity, and tax efficiency for the people who hold the business together.
Ready to take the next step?
Book a free 30-minute consultation with an advisor. We'll help you understand whether this solution fits your situation and your goals.