by Taylor Brown | Feb 5, 2026 | INTAC Blog
An Intac/FuturePlan case study View this Case Study as a PDF SUMMARY An independent IT consultant sought to maximize retirement savings and tax deductions beyond the limits of a standard retirement plan. Intac/FuturePlan designed a strategic combination of a Defined...
by Taylor Brown | Jun 29, 2023 | INTAC Blog
BACKGROUND:A successful independent, family-owned, upscale jewelry business has been in operation for nearly 50 years. The company is a C corporation, co-owned by a husband and wife who are on W-2 salary, as are five additional employees. The business had an existing...
