Tax Reduction Plans
Here are just a few of the over 400 strategies we may use.
Holistic tax designs that you won't find on Main Street
Capital Gain Deferrals Utilizing Qualified Opportunity Zone Investment.
Charitable Giving Strategies Utilizing Self-Managed / Private Placement Investment Opportunities
Utilizing Retirement Accounts to Facilitate Private Placement or Private Equity Investment Opportunities
Insurance Expense Management & Control
Third Party Business Expense Management Consultants & Cost Reduction Analysis
Premium Financed Life Insurance
Monetized Installment Sale for Capital Gains
The most advanced Roth conversion strategies in the country
Retirement Savings Plans Funded in Part or in Whole with Annuities and/or Life Insurance
Amend Tax Return to Recognize Missed Conservation Easement Deduction when needed
Captives Risk Mitigation Reinsurance Strategies
Cash Balance Savings Plans Funded w/ Annuities and/or Life Insurance
Business Expense Analysis
Conservation Easement Return prepare errors
Opportunity Zone Investing
Family Limited Partnerships
Family Office Startups
Custom Define Benefit Plans for larger CBP deductions
Tax Credit Investing (not what you may find on Main Street)
We reduce taxes by 50% almost 100% of the time.