Serving as a resource to well-educated and experienced advisors, we continuously identify and evaluate various planning strategies and areas of interest. We then provide direct support and education and/or access to industry professionals and specialists to enhance the value and services these advisors bring to their clients.
We provide solutions for your clients who……
- Want to reduce their current income taxes
- Are planning for the retention of their family business for future generations
- Are selling an appreciated asset or business interest and want to mitigate their capital gains tax
- Want to reduce estate taxes for family wealth retention and generational wealth transfer
- Are business owners who would like to establish a qualified retirement plan
that benefits themselves as well as their employees
- Are business owners that wish to attract and retain specific employees through tax-efficient discriminatory benefit plans
- Wish to build their wealth by investing with the leading institutional investment managers
- Want to plan for a secure retirement income
- Have the desire to protect their assets from creditors and predators
Advanced Planning Strategies
Our advanced planning strategies are designed to be an executive summary overview of sophisticated techniques and structures that accomplish specific planning objectives. They are an easy way to become aware of how to help accomplish specific client objectives. We provide both legal and accounting experience and resources in support of each of the planning strategies to bring the highest level of experience into the planning team.
Strategy Executive Summaries Monthly Advisor's Bulletins
Webinars for CPA's and Attorney's
Educational Webinars for CPA's and Attorney's to better understand the planning strategies we support. Personal online webinars covering in-depth tax and advanced planning strategies provided through an interactive discussion including specific case studies.
To schedule a webinar please contact Jane Roberts at firstname.lastname@example.org or (714)940-0888 ext. 304
Tax Planning Strategies
An overview of various strategies with a specific focus on mitigating Income, Capital Gains and Estate Taxes
Restricted Property Trust (RPT)
A unique discriminatory income tax mitigation strategy for the business owner
Capital Gains Tax Mitigation
An overview of several structures that can mitigate and even eliminate capital gains tax on the sale of business interests and other low basis assets.
Family Generational Wealth Transfer Tax Planning
An overview of ways to reduce estate and gift transfer taxes for family wealth preservation and asset protection.
Business Sale to an ESOP
ESOP 101 to help you better understand the benefits of using an ESOP for business succession and capital gains tax deferral.
Executive Benefits Planning
An overview of various structures to attract and retain key management, provide for buy/sell planning through partnerships structures, as well as unique deferred compensation plan designs.
Private Placement Life Insurance (PPLI)
Tax planning opportunities for generational wealth transfer, capital gains mitigation and income tax planning for foreign nationals as well as US citizens.
Special Services for CPA's and Attorney's
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Investment Portfolio Review
We work with the clients of CPAs, attorneys and other advisors to provide comprehensive reviews of existing investment portfolios using the industry’s most comprehensive technology.
Second Opinion Plan Reviews
Often times, CPAs and attorneys are asked by their clients for opinions on what other wealth management advisors recommend. When necessary, we can provide objective second opinions in a variety of circumstances.
Life Insurance Valuation & Settlement
Our established team of valuation and secondary market specialists assist individuals and other advisors in determining the value of life insurance policies if maintained by its owners, surrendered or sold in the secondary market.
Life Insurance Fiduciary Review
Within a comprehensive plan, life insurance can be an important asset and play a crucial role in accomplishing specific planning objectives. Furthermore, trust owned life insurance is also considered an “asset” under the Prudent Investors Act and subject to the same due diligence and oversight as an investment manager. Therefore, we have designed a fiduciary review process our affiliated advisors can offer their clients to enhance the value they provide.