Tax & Financial Analysis

Better planning, better alignment, better results.

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Integrated Analysis

Eliminating Fragmentation, Improving Results

We all know that when people say they have "lots of plans", it means they have no plan.

The same goes for your money. If you have "lots of plans", you don't have a plan at all.

Your tax and financial plans have to be integrated, and they have to account for the impact they have on each other.

It's why we provide comprehensive, single-source planning for our clients that produces a single strategy, a single plan for success.

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Integrated Analysis

Tax & Financial Analysis

Our analysis reviews the most critical - and often overlooked - aspects of your financial situation, covering everything from tax reduction to investment planning to exit and estate planning. Once complete, we deliver a comprehensive analysis and set of recommendations.

Tax Analysis

Can you optimize your W-2 wages, increase QBI, better leverage retirement plans, or leverage life insurance or a non-qualified plan as part of compensation?

There are hundreds of business accounting elections with substantial benefits. Have you assessed your eligibility?

Is your entity structure inefficient? If so, it will impact wealth, available credits, and create problems with succession planning.

Did you know there are hundreds of overlooked deduction strategies and 30 discreet credit opportunities?

If you own real estate, are you fully realizing the benefits of your investments?

Can gifting, freezing, and discounting strategies be used to manage and reduce your tax liabilities?

Financial Analysis

Is your estate plan optimized based on your personal and family situation?

Whether you have considered exiting your business or not, do you have a valuation, succession, and/or exit plan?

Do you have investments, a net worth over $5 million, or cash value life insurance that can be used in estate planning?

Are your investments in real estate for asset protection or transfer planning? Is your portfolio optimized?

Is your debt (business and personal) under 50% of total asset value, providing flexibility for estate planning?

Have you issued or do you own phantom stock or stock options that could affect estate and tax strategies?

Can life insurance be improved with a trust, is business-owned insurance aligned with succession and liquidity plans?

Do you have alternative investments like private equity or venture capital, which could benefit from advanced planning techniques?

Do you have a remaining lifetime gift exclusion? Could strategic gifting help reduce your taxable estate? Does your estate plan need updates to align with current goals and laws?

Get a no-cost assessment

Three questions to prove it's worth setting up a 15 minute call.

Do you know your effective tax rate?
Do you file an extension every year to allow more time for analysis?
Are you relying on pre-payments and depreciation every year to reduce your tax bill?

If you answered NO, NO, and YES, you are almost certainly overpaying and we can help.

Set up a time to talk to our team.

Implementation & Service

Private Tax Plan

What are your goals? Do you have goals?

Where is your plan to achieve those goals? Quite literally, do you have an actual plan to refer to?

To achieve your goals, you need a plan that you can point to, a plan that allows you to track your progress, monitor your results, and update as your goals and your situation change.

That is what our private tax plan is. A tangible, living document that will give you insight and confidence that you are doing what needs to be done to achieve what you set out to achieve.

It's like the old saying goes, "Failing to plan is planning to fail."

A Private Tax Plan is YOUR unique plan, your roadmap for your future.

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