The Dolgoff Plan - Testimonials

Warren, Gorham & Lamont
Executive Compensation Report
"The Dolgoff Plan serves two ends:

1. It gives a corporation the opportunity to select and reward any employee to the extent the corporation desires, within reasonable restraints, without applying to the IRS for permission.
2. It allows corporate tax deductions that may become greater than the corporate contributions. In fact, the corporate tax savings can become so great that they even exceed the corporate contributions!
It sounds incredible, but the figures are realistic and accurate. It's a very feasible plan."

John H. Spector, CPA
Spector, Abbott & Co., Inc.
Wellesley Hills, Ma.
"The Dolgoff Plan is great for successful companies wanting to allocate a portion of their resources to reward and retain key employees. It blends business tax, financial and personal elements into a neat, long-term incentive/retirement package."

Executive Wealth Advisory
National Institute of Business Management
"Here's a story about human ingenuity and the awesome power of compound interest. Deferred compensation plans have long been used to reward key executives (including shareholder-employees). But such nonqualified plans have two drawbacks. The executive has to wait until retirement to cash in. And the company gets no tax deduction until the payments begin.
Some time ago, compensation expert Ralph Dolgoff devised a strategy that overcomes both obstacles."

Glenn R. Haft, CPA, Accredited Tax Advisor
Daniel P. Steinlauf, EA, Accredited Tax Advisor
Haft, Steinlauf & Co.
Plantation, Fl.
"When this office first heard about a non-qualifying deferred compensation plan, we were naturally hesitant. We are always looking for a way to show our client base how we can work within the IRS Code to benefit them.
We are happy to state The Dolgoff Plan does exactly what it is presented to do. We have instituted the plan for many of our clients. The investment strategy presented by the plan creates not only a fund to pay the tax liability but also creates a vehicle for real growth that additionally benefits the participants.
We have used The Dolgoff Plan for a number of years and are so satisfied with the program that we intend to continue using it for each and every client that may appreciate and benefit from it."

Joseph V. Jarosz, CPA, MST
Sullivan Bille - Andover, Ma.
"The Dolgoff Plan is the only deferred compensation vehicle I am aware of that allows the taxpayer to establish a nonqualified deferred compensation plan while still being able to receive a current tax deduction. It benefits both the employer and employee now, instead of several years down the road. No other plan offers so much in terms of flexibility and benefit."

Louis P. DiCerbo II, CLU, ChFC, General Agent
The Penn Mutual Life Insurance Company
Former President, New York City Life Underwriters Association
"An innovative and timely idea. The Dolgoff Plan will create unlimited opportunities in the corporate market"