Reading Material

Tax Planning Strategies and Solutions

If you can credit your current accountant with saving you money year after year even as you continue to accumulate assets, it's still a good idea to find out if you're keeping as much of your wealth as you possibly can. Many tax accountants and CPA's (and certainly tax preparers) may not be completely up to date on what the IRS may allow you to do to help you reduce your taxes. This quick read will share a number of important strategies that go beyond the usual Schedule C deductions that may result in substantial savings in the short term and over the long run.

If you're a business owner or entrepreneur, you know how much time you spend working on developing, growing and operating your business, so it's not surprising that many business owners don't spend enough time on their own personal financial development. In less than 7 pages, this white paper discusses the concepts and methodology involved in wealth management for business owners and how we work to help you accomplish your financial objectives while you focus on your business.

Legacy Installment Trusts

Owners of highly appreciated assets like commercial property, vacation homes, or businesses, just to name a few examples, sometimes hesitate to sell those investments because of the tax hit they'll take on the capital gains if the do. That desire to avoid  taxes is understandable, but wouldn't it be better to sell the asset in question when you want to and have a solution that would allow you to put the taxes on hold for a few years while you allow your gains to work for you?  The Legacy Installment Trust is such a solution. This white paper will explain how it works with illustrated examples to crystalize your understanding.