Tax-advantaged Plans

At USB Group Inc., we understand the importance of offering competitive benefits to employees while managing costs for the business. That's why we offer custom-designed trusts for companies looking for a tax-advantaged benefit plan at an affordable price. Our trusts are designed and administered by experts in the field, and we work closely with your company's CPA, attorney, and insurance broker to ensure seamless integration into your overall benefits package.

Our tax-favored plans offer significant savings compared to traditional banking and trust companies. For just $1500 per year, we can design and administer a custom-made trust for your company. In contrast, most banks and trust companies would charge $25,000 per year to administer the plan after your attorney charged $10,000 to draft the trust and your CPA charged $2500 per year to file the trust's returns.

We take pride in our ability to show businesses of all sizes how to find the "Tax-Free Bridge" and provide all sorts of benefits on a tax-advantaged basis. Our expertise in tax planning and compliance ensures that your company is taking advantage of every possible tax break while providing valuable benefits to your employees.

Contact us today to learn more about our tax-advantaged plans and how we can help your business save money while offering competitive benefits to your employees.