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What is the best way to accumulate my personal wealth while my business is growing? How should I transition out of my business? How can I use the wealth I’ve earned to support my retirement?
The biggest questions that owners face with respect to their wealth all have one common thread: tax.
Understanding the impact that tax will have on your income, savings and future wealth in all possible scenarios, is the key to choosing the right options. That’s why we ask the question, shouldn’t tax knowledge be central to your wealth advice?
Through each of our four distinct service levels, we develop custom strategies that help take advantage of all opportunities to save on tax. These often include:
Providing all aspects of the other three service levels, as well as a number of personalized features and resources that include:
In our experience working with all kinds of business owners, the succession of the business is simultaneously one of the most important goals owners have, and one of the least talked about aspects of running a business. This guidebook bridges the discussion of succession, long-term plans and the possibility of family members or third parties eventually acquiring the business.
Tax planning should never be just a once-a-year activity. Our forward-thinking strategies are specifically designed to reduce the taxes you will pay over the years. We take the complex IRS Code, tailor it to the life of each client, and communicate our recommendations in straightforward terms creatively designed to reduce your tax burden. This unique approach has allowed our clients to realize substantial additional gains in their overall investment performance and reduced their lifetime tax obligations.
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
Every year, we lose clients either expectantly or not. Recently we lost two precious ladies. One expected, one not. One had a spunk we loved […]
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum out-of-pocket amounts for […]
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every Community Up for Retirement […]
Approximately 70 million people today receive some form of Social Security benefits, including retirement, disability, survivor, and family benefits.1 Although most people receiving Social Security […]