We’ll Show You Our 117 Tax Planning Strategies
Save a minimum of $10k in taxes…GUARANTEED!
Below are the strategies we implement with clients:
- How to structure a Mega Backdoor Roth for tax-free retirement
- Using C-Corporations for a lower tax rate and upstreaming
- How physicians and IT professionals can utilize R&D tax credits
- Using a Section 105 plan for tax-free health care reimbursements
- Compensation strategies for spouse and children
- The best way to structure fringe benefit plans and defined compensation plans
- Structuring a 529 plan for a tax-free Roth conversion
- Real estate tax strategies, including 1031 exchange and cost segregation
- Captive insurance strategies for maximum tax deduction