Income & Estate Taxes

Income & Estate Taxes can be the single largest expense of investment return, business sale proceeds, income streams, business profits, wealth and wealth accumulation. Proper planning can legally minimize or defer much taxation.

Our focus is on maximizing your wealth. Minimizing your taxes is a critical part of this process. We are experienced corporate, partnership, personal, estate, and trust tax advisors. We help structure business sales and transfers to minimize taxes and maximize value received. We provide tax planning for your overall portfolio which considers the combined effects of your real estate, business income and invested assets to minimize total overall taxes collectively and improve your real return.  Consider the following true story.

John was 40 years old and a self employed consultant, he made eighty thousand per year.  I met with John, reviewed his circumstances and suggested that if he converted to an S-Corporation and paid himself a reasonable wage that he could save five to six thousand per year on taxes.  John plans to work another 20 years.  The future value of a five thousand dollar per year tax savings for twenty years based on a ten percent per year investment return is a little more than a quarter million.  In just a short consultation we were able to improve his projected retirement wealth by over a quarter million.  The most powerful source of wealth is a long term benefit stream and repeatable tax savings are a highly underestimated source of wealth.  This is only one example of many many on how we help enhance your wealth.  As wealth management CPAs, we help shape your best financial future.