About the Plan
The Dolgoff Plan was first developed in 1962, by an accountant, Ralph Dolgoff. Since then it has been privately used by Ralph and his son Peter with CPA's that they have met and worked with through their seminars around the country.
This program was developed and designed for those business owners who have long asked that well worn question ...
How can my business receive current tax deductions that are meaningful while funding a business plan and how can I pick and choose the plan participants even if the plan is just for myself? (i.e., retirement, supplemental income, golden handcuffs, buy/sell, etc.)
Every owner wants to have his/her cake and eat it too. Until now, this was not possible.
The Dolgoff Plan is now available to you.
Here is your opportunity to BE A HERO to your business clients.
It has stood the test of time - over 5 decades - and still, to this day, performs as successfully as it did when Ralph Dolgoff first developed the plan in 1962.
The Dolgoff Plan Corporation conducts seminars to provide CPE and CLE credits for professionals who look to expand their expertise to help their business clients. We encourage all prospective clients to consult with their tax advisor, investment advisor and legal advisor prior to implementing this program or entering such transactions.
Peter Dolgoff has been President of The Dolgoff Plan Corporation since 1992. He first entered the insurance and financial service industry in 1969 and has become recognized for his expertise in the Executive Compensation field. Mr. Dolgoff has been a featured speaker on a National level, at conventions, conferences and seminars before groups such as the NACPAF (National Association of Certified Public Accounting Firms), NAIFA (National Association of Insurance and Investment Advisors), Tax and Estate Attorneys, Investment Professionals and Insurance Specialists.
Through his seminars, Mr. Dolgoff works closely with CPAs, Enrolled Agents, Tax and Estate Attorneys and other professionals of the insurance and securities fields, developing compensation programs for the private sector. He has authored articles published in periodicals such as Distribution Advisor (New York, New England region) and various other publications. Mr. Dolgoff had worked closely with his father Ralph, a NY CPA, for over 38 years before his fathers' passing in 2009. His background in the insurance, financial and securities industries has spanned over 5 decades.
The Plan Benefits along with the Plan Overview, will give you an excellent idea of how the plan works.