Advanced Tax Strategies for Personal Clients

TAXES

Income Tax Reductions • Savings Distribution Tax • Taxable Asset Reduction Strategies • 1031 Exchange • Estate Tax Elimination • Property Taxes • Inheritance Tax Savings • Mini Tax Track TM

ASSET PROTECTION

Retirement Savings Insurance • Retirement Plan Protection • Family Situations • Legal Safeguards • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plans • Money Management • Recession Proofing • Inheritance Distribution Laws

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 • Financial Leverage Analysis • Non-Qualified Plans • Qualified Plan • Money Management • Bottomless Giving

INSURANCE AND HEALTH

Health Insurance • Life Insurance • Asset Based Care • Long-Term Care • Premium Financing • Short-term Disability Policies • Property and Casualty Insurance  • 1035 Exchange • Medicare Supplementals

Mini Tax Track is designed for the client to pay the least amount of taxes over their lifetime (and their heirs)

We all go through different seasons of our lives. There are tax savings all along the way if you know where to look.  The Mini Tax Track routes you through these tax savings. It takes trained eyes or you can easily bypass them.  Some of the most impactful tax savings must be carefully mapped out, the timing is critical.  Certain procedures must be done at certain times or you’ll miss out on the effectiveness or eligibility of a tax saving tool. 

Don’t waste another moment.  Contact us today to hop aboard the Mini Tax Track

 

PERSONAL CLIENT 

  • Investment risk analysis
  • Required rate of return to fund your retirement
  • Projected future tax rate and amount
  • Ways to reduce taxes now and in retirement
  • Ways to create tax-free income
  • % of retirement income funded
  • Ways to save on taxes now and in the future
  • How long your money will last in retirement

Now that you know who we are and what we do, let’s learn more and GET STARTED!

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