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Valhalla Business Advisors

Valhalla Business Advisors

Business Consulting | Employee Benefits Advisory | Risk & Wealth Solutions

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    Tag: Stock Redemption

    Strategic Balance Sheet Applications of Life Insurance

    COLI, BOLI, CUOLI, ICOLI & Executive Benefit Funding Most people think of life insurance as personal protection — income replacement or estate liquidity. But for financial institutions… Read more “Strategic Balance Sheet Applications of Life Insurance”

    June 16, 2025June 16, 2025 by jensholger78

    Buy-Sell Agreement Options and Connelly v US | Compliance Resources

    In the world of executive compensation, Nonqualified Deferred Compensation (NQDC) plans play an important role. One of the most innovative structures that have emerged to support these plans is the Rabbi Trust. In this post, we’ll explore the origins and significance of Rabbi Trusts while exploring their benefits and compliance considerations.

    December 2, 2024December 2, 2024 by jensholger78

    Valhalla Business Advisors, LLC

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    110 Pine Hall Court

    | State College, PA 16801

    | Tele: (814) 264-4983

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