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Advanced Tax Planning

Our team is based with specialists in many areas that most business owners don't know exists in the world of tax planning. Most CPA's don't want to implement or don't have the expertise to implement these strategies on their own and therefore rely on our team to put them in place. We will work cohesively to implement the strategies that your tax professional approves and likes. We find that once we work with your   CPA that they become valued partners as well and use our Team Based Approach for their other clients.

Some of the Specialties we provide:

Advanced Income Tax Mitigation
Asset Protection
Qualified and Non-Qualified Retirement Plans
Captive Insurance Companies
Cost Segregation
Cost Remediation
International Tax
Complex Financed Life Insurance
Private Placement Life Insurance
Trusts
Charitable Giving
1031 Exchanges
Conservation Easements
R&D Tax Credits