• Third-Party

Stock Redemption Plans for S Corporations - Friend or Foe?

Numerous closely-held businesses operate a S corporations because of the many tax advantages this type of entity provides its owners/shareholders. Most notable is the pass-through of all items of income, credits and deductions to the individual shareholders. However, in the context of business succession planning, many business owners (and their advisors) are unaware of the advantages a stock redemption plan can provide, such as the ability for surviving shareholders to receive a full increase in cost basis. Many believe that the rules that apply to regular C corporations are the same as

S corporations. That’s not entirely true.


Download the .PDF Guide Below:

Stock Redemption Plans for S Corporation
Download • 103KB

WestPac Wealth Partners is an Agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRASIPC. OSJ: 4275 Executive Sq., Suite 800, La Jolla, CA 92037, 619.684.6400. PAS is an indirect, wholly owned subsidiary of Guardian. WestPac Wealth Partners and WestPac Wealth Partners & Insurance Services, LLC are not affiliates or subsidiaries of PAS or Guardian. | California Insurance License: WestPac Wealth Partners & Insurance Services, LLC.: 0I29680  | 2020-104595 Exp. 07/22 | Terms of Use | Online Privacy Policy | Important Disclosures