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I don't remember. I can *guess*:
B = Business Succession Planning
U = Unfunded Buy/Sell Agreements
S = Selective Compensation Planning
I = Insuring Key Persons
N = Non-IRS-Regulated Retirement Plans (I made this one up)
E = Overhead Expense
S = Split-Dollar Plans
However, Howard Wight - before he passed away - wrote this newsletter and there is a checklist for both personal and business planning matters (that I stole some of these ideas from). This might be helpful. See pages 8-9.
B = Business Succession Planning
U = Unfunded Buy/Sell Agreements
S = Selective Compensation Planning
I = Insuring Key Persons
N = Non-IRS-Regulated Retirement Plans (I made this one up)
E = Overhead Expense
S = Split-Dollar Plans
However, Howard Wight - before he passed away - wrote this newsletter and there is a checklist for both personal and business planning matters (that I stole some of these ideas from). This might be helpful. See pages 8-9.