Advanced Tax Strategies for Business Clients
TAXES
Property Taxes • Cost Segregation • Income Tax Deductions • Savings Distribution Tax Analysis • Asset Tax Management • Entity Selection • Multi-level Tax Minimization • Sales Tax • R&D Tax Credit • Tax Asset Reduction Strategies • Local – State – Federal Tax Incentives • Tax Credits • 1031 Exchange • Estate Tax Elimination • Inheritance Tax Savings – Mini Tax Track TM
ASSET PROTECTION
Business Protection • Entity Selection • Business Downturn Safeguards • Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing
FINANCIAL
Financial Leverage Analysis • Investment Risk Assessment • Income Longevity • Social Security Planning • Estate Planning • Capital Gain Strategies • Required Rates of Return • Wealth Transfer • Donor Advised Funds • Beneficiary Analysis • Asset Protection • Savings Depletion Analysis • Asset Tax Management • Mortgage Rate Analysis • Financial Leverage Analysis • Income Longevity • Loan Financing
INSURANCE AND HEALTH
Health Insurance • Life Insurance • Worker’s Compensation • Asset Based Care • Long-Term Care • Buy-Sell Agreements • Premium Financing • Insurance Premium Audits • Short-term Disability Policies • Buy-Sell Agreements • Captive Insurance • Property and Casualty Insurance
EMPLOYEE RETENTION
Employee Benefits • Employer Payroll Tax Incentives • 401K Setup • 401K Management Fee Analysis
BUSINESS EXIT STRATEGIES
ESOP • Capital Gain Strategies • Business Evaluation • Succession Planning • Capital Gain Strategies
COST REDUCTIONS
Cost Remediation • Logistics • Supply Chain Services • Merchant Services • Business Services • Waste & Recycling and Electricity Cost Analysis • Warranty & Insurance Revenue Creation
Mini Tax Track is designed for the business and business owner to pay the least amount of taxes over the business lifecycle.
Every business goes through distinct stages. There are tax and cost savings in each business stage if you know where to look. Many of these strategies have a direct connection to the amount of taxes the business pays and the amount that is transferred to the business owners. There are strategies that can reduce taxes, reduce risk exposure, protect assets, increase cash flow and leverage your capital to make for a more financially stable and secure company.
Don’t waste another moment. Contact us today to hop aboard the Mini Tax Track.
BUSINESS CLIENT IMPACT
- Reduce your costs
- Increase deductions & save taxes
- Protect your business assets
- Assess your risk exposure
- Leverage your capital
- Increase your company profits
- Increase your company market value
- Secure better financing
- Improve the overall health of your business and personal assets