Tax Optimization Strategies
By analyzing the opportunities and plans you already have, I can proactively present financial strategies and tools, in agreement with your trusted accountant, to optimize your overall results. This can generate funds for your own retirement benefits, plans, business succession strategies, individual retirement accounts, pension plans, etc.
Through qualified contribution plans or other vehicles, you can optimize:
Estate taxes
Estate taxes involving non-resident aliens
Payroll taxes
Income tax
Tax incentives
The service offered is not a legal or tax advice. Any tax information provided may not be used by any taxpayer for the purpose of voiding penalties that may be imposed under the laws in force. The information provided is used to support the promotion or commercialization of the services or transactions presented here. It is recommended that you additionally obtain independent legal or tax advice based on your particular circumstances.