Private Tax Advisory

Better Approach. Better Outcomes.

Your wealth is fragmented.

You have a team of advisors, a CPA, an attorney, a financial planner, and a banker, but are they collaborating for your benefit, or building unintentionally siloed plans that create risk and exposure?

Are they working in your best interest, or theirs?

What if there were a solution that could increase your return, integrate your plans, and provide you with an exceptional client experience?

There is, it's what we do at Cunningham & Associates.

The worst part about fragmentation and siloed planning is that you don't recognize that it is happening. You have a team of experts that you trust with your money, but those experts are not communicating with each other.

They are failing to address the impacts that their plans have on each other's plans, at your expense, this model has proven quite successful for the advisors, so unfortunately, they have no motivation to change.

It's time you demanded more.

Consolidate Your Tax & Wealth Strategy

A better plan means more informed decision making, better cash flow, and a stronger, healthier estate.

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Fragmented Advisory

Private Tax Advisory

Communication challenges and siloed planning, designed to ensure a specific product or service provides an acceptable return.

Single source accountability, planning, and service that accounts for the bigger picture and changes in your personal and professional situations.

Reactive planning, most often initiated by client-to-advisor outreach or questioning.

Rigorous proactivity, a deep understanding of your goals that drives exploration of overlooked and underutilized approaches.

Challenges pivoting or adapting due to a lack of experience or expertise.

Depth and breadth of experience, a bench of resources with a variety of professional designations.

Narrow accountability for a specific plan or service, no accountability for impacts on other strategies.

Complete transparency, streamlined communication, and goal-based accountability. At C&A, if we don't perform, we don't get paid.

Discussion without action. Unable to implement outside of their core expertise.

Full service: from strategic development to implementation.

A transactional relationship. Limited scope focused on getting things done.

An exceptional experience built on a complete understanding of your goals and needs, accountability, and empathy.

Private Tax Advisory

What Is Private Tax Advisory?

Private tax advisory is understanding that business ownership and wealth building are a journey. Private tax advisory recognizes that whether you’re starting up, scaling up, or planning to exit, you have goals and aspirations at every stage, and that your journey is not linear.

Single source private tax advisory breaks down siloes to ensure that the critical components of your financial plan; tax reduction, financial planning, wealth optimization, exit planning, and estate planning, are aligned.

Tax Reduction

Are your taxes getting done, or do you have a strategy? Cash fuels wealth creation. Improving your cash flow begins with a tax reduction strategy for today, and for tomorrow.

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Financial Planning

Is your plan falling short by focusing on surface-level success metrics and missing some of the most critical strategies for long-term sustained success?

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Wealth Optimization

Are you protecting and maximizing the value of your assets? True wealth creation comes from knowing how to optimize the value of what you have earned.

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Business Sale & Exit

If you wanted to sell or transition your business today, would you know how? Business brokers will take advantage of you because you don't have a plan and you aren't prepared.

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