Premier Tax Planning
If you’re frustrated with your current tax situation, we can help you significantly reduce your tax liability. We introduce conservative yet esoteric planning strategies to HNW clients and their advisors / affiliates (CPA’s, Family Offices, RIA’s, FA’s)
- Conservative – Firmly embedded in the language of the law (treaties, statutes, regulations and case law). No “listed transactions” or “transactions of interest” are employed.
- Esoteric – Sophisticated, lesser-known techniques created by the top specialty attorney groups in the country.
We aggregate, synthesize and manage a network of the very best creators and providers of different strategies/services that bring unique value to our clients.
- On average we permanently reduce our clients’ taxes by 25% – 65%+
- Tested and proven for hundreds of clients around the country
- We are 100% IRS-compliant
Legally minimize your taxes on:
- Income
- We assist with all types of income.
- Capital Gains
- Business Sales
- Highly-Appreciated Asset Sales
- Windfall Events
- Retirement Plan Assets
- Family Wealth Transfers
- And more…
Expertise In Many Fields
We have worked with business owners across many industries including:
- Construction
- Manufacturing
- Distribution
- Consumer goods
- Financial Advisors
- Physicians
- Service Providers
- Transportation
- Real Estate
- Franchise Companies
- Investments firms
- Legal firms
- Medical devices
- Software Developers
- Oil & Gas
Premier Service
Every client has direct access to our President’s cell phone for every-day accessibility and an unequaled level of responsiveness and accountability to match our unequaled value proposition.