what is poor tax planning costing you?
In one strategy session, we can provide tax saving tips that can earn you upwards of $150,000 in tax savings.
Here's how we do it...
Step 1) A Detailed Analysis
We take a look at your business structure, goals, and how your income, deductions and capital assets are built. We will especially look at Intellectual Property, trade secrets, email lists, and income generating funnels as reclassification opportunities. We will look for opportunities of passive income through rents, leases, royalties, and licenses as well as opportunities for additional deductions.
Step 2) Goal Alignment
Do your goals accurately reflect what is really important to you? And does your business structure reflect that? Are there alternative ways to approach your goals that might be more productive, more powerful, and more reflective of what successful multi-generational families do? Are you unintentionally handicapping your business or increasing risks unnecessarily? We will help you to see the opportunities and seize them.
To help determine your vision and goals for your estate plan, take our Personal Estate Planning Priorities Survey, which, in combination with the Estate Transition Check List, will help you plan how your legacy is administered by your heirs.
Step 3) Tax Plan Implementation
What if you could pay taxes on only what you need rather than on what your business(es) are earning? We give you options which allow you to control more money, grow with more money, and have your own family bank. How much will you save and how much benefit will you enjoy with any alternative structures? Let us show you!
Visit our Periodic Table of Strategic Tools to read about implementation tools we use to converting your assets into investment programs that meet your business and personal goals, reduce your taxes, and save you money
For more information about how our 3-step tax saving program can take your business and personal portfolios to the next tax-saving level, read Connect Legacy Planning and Asset Protection to Your Tax Reduction Strategies.
Want More Information?
Have questions about our services? Want to learn more about how to build and maintain your wealth, protect your family's legacy for future generations, and reduce your estate and capital gains taxes?