“Good fortune is what happens when opportunity meets planning.”

— Thomas Edison

Employee Benefits and Retirement Planning

The business and tax attorneys of Schwartz Manes Ruby understand that the benefits you provide to your employees are an important and complex part of creating a successful business.  We work with you and your other business advisers to design qualified retirement plans and compensation arrangements that maximize benefits for owners and key employees.

We also represent you before the Internal Revenue Service and Department of Labor if your plan is audited, you apply for a determination letter on behalf of your plan, or you seek to correct plan errors using the voluntary compliance programs of the IRS and DOL.

An increasingly important component of your estate plan involves the retirement benefits that you accumulate.  Although naming your beneficiaries seems straight forward, there are many issues you need to consider so that the disposition of your retirement benefits coordinates with the other provisions of your estate plan.  The estate planning and wealth preservation attorneys of Schwartz Manes Ruby understand the complex rules that govern retirement benefits.  We will work with you to design a tax-effective estate plan that passes your retirement benefits to the individuals, trusts, or charities you designate in the most tax-effective manner.

Call our office at (513) 579-1414 or contact us online today.  See how we can help.