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Enterprise & Serial Entrepreneurs

For businesses of any size we provide a range of solutions, whether this is your first venture or you're a serial entrepreneur.  At Samra Wealth Management we provide guidance on taxation strategy from start-up to exit, helping businesses with their succession plans, asset protection, and buy-sell agreements. 

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Business Retirement Plans

For businesses of any size we provide a no-cost analysis of your current 401(k) or pension plan.  Our goal is to help uncover hidden fees and plan inefficiencies that can lead to poor performance. We aim to provide a reduction in plan fees, providing a financial planning portal allowing your employees to aggregate outside accounts, identifying their financial position.  Samra Wealth Management can assist with 401(k) transfer, as well as guidance on start-up plans.

Contact us today to learn more about modernizing your current business retirement plan.  At Samra Wealth Management we customize your investment selection to suit your business and your employees. We work with Traditional 401(k), 401(a), 403(b), 457 plans,  Roth 401(k)'s, profit sharing and Defined Benefit/Cash balance Plans. Strategies that allow you to contribute up to $331,000 per individual, per year.   3(38) or 3(21) available.

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Rewards key employees in a discretionary manner without creating a tax burden.  At Samra Wealth Management we provide an easy to implement and maintain strategy.

Premiums are immediately tax-deductible and the employer is not obligated to make premium payments.

This strategy can be used by small business owners and serial entrepreneurs in alleviating a tax burden.

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The 83(b) election is a provision under the Internal Revenue Code (IRC) that gives an employee, or startup founder, the option to pay taxes on the total fair market value of restricted stock at the time of granting. Are you eligible…?

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Whether you're a serial entrepreneur with a few exits under your belt, or you're exiting your first venture.  A financial plan can help to alleviate a tax burden, while protecting your business interests and personal assets.

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According to the American Bar Association IRS Section 1202 provides an incentive for taxpayers to start and invest in certain small businesses.

Your First $10 million, Tax-Free?

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A survey earlier this year by CNBC and the Financial Planning Association found that while 78 percent of small business owners intend to sell their businesses to fund their retirements, fewer than 30 percent have a written succession plan. That is not a recipe for success.

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Although a cash balance plan is a defined benefit plan, the plan is maintained on an individual account basis. We can help manage that account according to your business mandates. Examples:

  • FDIC insured options​

  • Aligned with Religious and Faith mandates.

  • Earn a higher rate of return on your cash

  • Fixed Certificates of Deposit (CDs) and access to professional portfolio management through Separately Managed Accounts (SMAs)

Executive Bonus Plans

Serial Entrepreneur Taxation Strategy

Business Succession Planning

83b Election

IRC 1202

Cash Balance Plans

C-Suite Solutions

One of the dilemmas facing C-Suite and Senior staff is where to custody their concentrated stock positions, oftentimes awarded as an ownership stake, compensation or bonus.  At Samra Wealth Management, we offer a low cost alternative to private wealth management.  The value of concentrated stock is factored into a clients personal holdings for fee evaluation, potentially offering our client a significant savings in management fees.

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