SERVICES
Tax Planning
Tailored Strategies for Every Client
We recognize that every client’s income tax planning needs are as unique as their financial situation. That’s why we provide personalized education and guidance on a wide range of legal tax reduction strategies, including:
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Bonusing Programs: Tailored solutions for business owners and employees, leveraging life insurance policies to optimize compensation and tax efficiency.
- Entity Taxation: A clear comparison of S-Corp, C-Corp, and partnership taxation, helping clients understand how each works and when to use them effectively.
- Retirement Planning: Comprehensive options ranging from traditional IRAs to ERISA-qualified plans like 401(k)s and Defined Benefit programs, as well as non-traditional options such as annuities and cash value life insurance policies.
- Self-Insurance Programs: Strategies for businesses to create substantial, legitimate deductions while providing robust creditor protection for liquid assets.
- Capital Gains Tax Deferral: Solutions for managing capital gains tax liabilities, including alternatives to 1031 exchanges for real estate sales.
- Bracket Borrowing: The strategic transfer of ownership interests in family businesses or real estate portfolios to lower-income family members, effectively reducing the overall tax burden.
Our goal is to equip our clients with the knowledge and tools to make informed decisions, optimizing their tax planning to preserve and grow their wealth.