KBM Elite is designed to help firms with special projects, comprehensive analysis, and events. Our menu consists of the following, but is not limited to:
- Annual Policy Reviews
- Tax Research on a Large Case
- Split Dollar Administration
- White Papers
- Articles for Advanced Sales Concepts
- Speaking Engagements
The advantage of hiring KBM for special projects allows a firm to utilize their staff in a more efficient manner. This provides an opportunity for their staff to focus on their primary responsibilities.