Advanced Tax Strategies for Your Clients!
See the Impact 
 

SPACING

SPACING

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

COST REDUCTIONS

Cost Remediation • Logistics • Supply Chain Services • Merchant Services • Business Services • Waste & Recycling and Electricity Cost Analysis • Warranty & Insurance Revenue Creation

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

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

INSURANCE & 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

Let us share with you how we can start providing you tax and cost savings. Learn more and GET STARTED!

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