List of Tax Mitigation Services: Through our network of specialists we can offer clients many customized solutions based on their particular case. Most of the services below create either cash flow or rebates to the business owner or solve an ongoing tax mitigation issue.

  • 1031 Exchanges and REITs  

  • Asset Protection & International Tax 

  • Business Exit Planning  Business Financing  

  • Business Valuation  

  • Captive Insurance Companies  

  • College Planning  

  • Conservation Easements  

  • Cost Remediation & Merchant Processing  

  • Cost Segregation 

  • ECashflow  

  • ESOPs  

  • Fully Insured Qualified Plans & CashBalance Plans 

  • IDEAL Plan (Income and Capital Gains Tax Mitigation Specialist)  

  • Key Employee Retention and Executive/Deferred Compensation

  • Long Term Care 

  • Outsourced Bookkeeping  

  • Premium Financing (Estate Planning)  

  • Premium Financing (Business Planning)  

  • Qualified Plans  

  • R&D Tax Credit Specialist  

  • RMD Remedy/Pension  

  • Social Security Timing  

  • Tax and Estate Planning Attorney  

  • Work Opportunity Tax Credits 

  • Merchant credit card fee audit

  • Workers Comp Insurance Audit

  • Property Tax Mitigation

  • More based on case input