Below is a partial list of resources that we use to mitigate taxation or improve cash flow for business owner clients.

  • 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 & Cash Balance 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