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Moody Lynn & Co. is prepared to offer a variety
of added benefits to its clients as part of the overall investment
planning process. We stand ready to work with our clients in developing
customized investment strategies that are tax advantageous while making
maximum use of the income, estate and transfer tax benefits currently
available. Additionally, we assist in reducing the risk of owning
financial assets while counseling clients on maximizing liquidity
created from illiquid assets.
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A.
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Implementation of Estate and Financial Plans utilizing
Optimal Investment Vehicles |
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Revocable Trusts |
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Irrevocable Trusts |
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Charitable Trusts |
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Foundations |
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Partnerships |
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B. |
Customized Option Strategies to Reduce
Risk and Defer Taxation |
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Low Cost Stock |
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Concentrated Holdings |
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Restricted Stock |
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C. |
Maximize Liquidity Created from Illiquid Assets |
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Employee Stock Ownership Plans for Private Companies |
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Incentive and Nonqualified Stock Options for Public
Companies |
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