Federal and State lawmakers routinely pass numbers of laws each year that offer owners of privately-held businesses significant tax relief; and taking advantage of these special strategies and tax-saving opportunities is not confined to FORTUNE 500 companies either. All laws apply equally to all businesses. You just need a dedicated tax planner to identify the right sections of the tax code that fit your particular circumstances!

Solutions we have crafted for clients include:

  • Structured strategic plans to help a client operate her business entirely on a pre-tax (untaxed) basis.
  • Worked with clients who have real estate portfolios, demonstrating to them how to run detailed cost segmentations to maximize the tax savings from all available asset depreciation schedules.
  • Helped a retiring business owner and his wife sell their business while deferring the capital gains and other taxes for decades and gave to them nearly $500,000 tax-free when escrow closed to comfortably begin their retirement.

Literally hundreds of unique, innovative strategies and state-of-the-art business structures are available to be customized specifically to your business needs. And they can be crafted and installed in various way to provide huge benefits in tax mitigation, asset protection, retirement enhancement and business succession planning.

Are you ready to save more to your bottom line by taking a long term view?

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