Investors
Tax Mitigation and other Investment Opportunities
We build tax-efficient wealth strategies that may reduce your overall tax liability. We will discuss with you your goals, principles and an array of investment vehicles. Then, construct a strategic plan using your preferred investments.
Investors
We work together with you and your Tax-Advisor, CPA, EA, Attorney and/or Real Estate Broker in 4 key areas:
- Mitigate taxes on ordinary income.
- Mitigate taxes on investment income.
- Defer taxes on certain asset sales, including real estate.
- Achieve tax-free retirement income.
How We Do It
- Identify your goals and review past tax liability.
- Conduct a comprehensive analysis of your financial situation, portfolio, and life insurance.
- Collaborate with your tax advisor to explore all tax-saving avenues.
- Build a strategy for maximum tax savings.
- Implement your personalized strategy.
- Review and refine long-term strategies.