Business Succession – McInnes Group Financial Services

Year-End Executive Benefit Planning: Tax Efficiency and Retention

Year-End Executive Benefit Planning: Tax Efficiency and Retention It’s the end of the year. Business owners and executives are reviewing financial performance, tax strategies, compensation budgets and priorities for 2027. Executive compensation belongs in that discussion, particularly when considering what the company is getting in return for its investment in leadership. Beyond the immediate expense, ... Read more

Succession Planning: Safeguarding the Business When You Are the Business

Succession Planning: Safeguarding the Business When You Are the Business As year-end planning gets underway, business leaders are evaluating financial performance, tax strategies, benefit programs, budgets and strategic priorities for the year ahead. For owners of closely held and family businesses, that review should also include an assessment of succession and continuity risk, beginning with ... Read more

3500 W. 75th Street, Suite 200

Prairie Village, Kansas 66208

Ph: (913) 831-0999

Fax: (913) 210-2126

info@mcinnesgroup.com

McInnes Group Home

The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.

Securities and Investment Advisory Services Offered Through M Holdings Securities, Inc., a Registered Broker/Dealer and investment Adviser, Member FINRA / SIPC. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck.

McInnes Group is independently owned and operated.

McInnes Group is a member of M Financial Group. Please go to http://mfin.com/DisclosureStatement.htm for further details regarding this relationship.

For important information related to M Securities, refer to the M Securities’ Client Relationship Summary (Form CRS) by navigating to mfin.com/m-securities.

Registered Representatives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will only be made upon compliance with applicable licensing and registration requirements.

The site is for information purposes and should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney, financial or tax advisor or plan provider. Tracking # 4787597 CA Insurance License 0M97047