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.

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