Schedule a 15-Minute discovery call to learn about the tax strategies that high net worth business owners use daily!
Schedule a 15-Minute discovery call to learn about the tax strategies that high net worth business owners use daily!
When speaking to the High Net worth Business owners, we often find these advanced strategies to be most requested for tax savings.
Cost Segregation - Learn how to maximize depreciation deductions on commercial property that are often overlooked.
Tax Free Multiplier - Learn to leverage other peoples money to double and often triple your retirement income on a Tax-Free basis.
Tax Eliminator - Learn how high net worth business owners eliminate 80-95% of personal and business tax.
Yes, often we educate the CPA on the Advanced Tax Strategies we are using so we can better help you achieve the best results.
This depends upon the services you have requested. Our Strategy meetings are no cost, but the implementation may carry a cost depending upon the services involved.
We often find that CPAs focus on Compliance and not on Tax Strategies. A good team often consist of a Financial Advisor for the strategies and a CPA for the adherence of tax code.