Tax Reduction Strategies

The vast majority of successful business owners regularly miss out on hundreds of tax deductions.

Our flagship Tax Reduction Plan opens the door to real savings by leveraging the tax code to its fullest potential. If you are running a successful business, there is a high probability of over-payment.

Getting work done at their local coffee shop

Tax Reduction Strategies Services

412(e)3 / DB Plans

A fully-insured defined benefit plan, ideal for the small business owner for a variety of reasons.
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831b / Captive

A PORC Captive (Privately Owned Reinsurance Corporation) is for a business owner with topline revenues of $2.5mm+ and carries risk exposure within their business that might not be covered by traditional insurance.
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How It Works

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Assessment

Meeting with one of our Planning Coordinators is the first step. Our Coordinators will pair you up with the appropriate member of our team based on the size and type of business you're currently operating. We will conduct a discovery discussion to gain context into the specifics of your entity structuring & how capital flows through to the owners. If during that discussion we uncover any inefficiencies, we will likely request a review of your tax documents.

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Review

Our Senior Planning Team will conduct a comprehensive review of your tax documents along with the notes from our Planning Coordinator to determine any areas being missed by the current tax positions. If there is a significant amount of savings available, we will circle back for another discussion with the business owner(s) to drill further into which opportunities best suit the facts & circumstances discussed during the assessment meeting.

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Engage

If our planning approach is in alignment with the goals and objectives of our business owner(s), we will offer an engagement. Our cost structure is typically offered in a retention format. We will make a determination of what resources we will need to engage to produce our result. We will place a contractual guarantee on our tax savings commitment over a predefined time-frame. From there, if the math makes sense we’ll leave it to the decision makers to complete their due diligence and decide.

Get started today.

Contact us to schedule your free consultation.