INTELLECTUAL CAPITAL PROFESSIONALS

THAT AID YOUR HIGH-NET WORTH CLIENTS.

Do you know the top tax strategies your high income and net worth clients and business owners need to know to beat the 2021 tax laws?

We work with you to aid your

high net-worth clients by coaching, mentoring and educating you to

We are a direct resource for accountants, attorneys and other tax professionals to help their high net-worth and business owner clients mitigate the impact of taxes and leverage multi-generational wealth & legacy planning through the use of the most advanced tax-planning strategies available under the present tax code.

 

We share strategies and concepts that benefit your clients, grow your practices and bring more value to your firm. 

INTELLECTUAL CAPITAL AREAS

Our team has been helping professionals like yourself implement strategies for their high net-worth clients for over 60 years.  We work with your firm to present strategies and concepts that can benefit your successful, high-income and high net-worth clients as they navigate the ever changing tax code. 

We can present to your firm on the following topics:

Premium

Financing

Premium Financing allows an individual to collateralize the payment of life insurance premiums as opposed to capitalizing the same from their cash flow. 

 

INTELLECTUAL CAPITAL AREAS

Our team has been helping professionals like yourself implement strategies for their high net-worth clients for over 60 years.  We work with your firm to present strategies and concepts that can benefit your successful, high-income and high net-worth clients as they navigate the ever changing tax code. 

We can present to your firm on the following topics:

Premium

Financing

Premium Financing allows an individual to collateralize the payment of life insurance premiums as opposed to capitalizing the same from their cash flow. 

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Premium

Financing

Premium Financing allows an individual to collateralize the payment of life insurance premiums as opposed to capitalizing the same from their cash flow. 

Business

Valuation

Over 98% of business owners do not know what their business is worth. We offering a no charge and no obligation initial complimentary business valuation.

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Insured Retirement Advantage®

Created to help your clients utilize "other people's money" to enhance their funding of a tax-free retirement strategy. 

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Modern Pension

Plan

A Modern Pension Plan is a unique type of tax-qualified Defined Benefit Plan structured to be a tax control tool and handle the tax situation for a particular client.

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A very creative strategy that, when properly constructed, can create a significant income tax deduction and eliminate the capital gains tax on the sale of an appreciated asset.

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Policy

Audit

We help you access the efficiency and sustainability of your client’s existing permanent cash value life insurance. This is extremely important especially for those advisors that are serving as policy Trustees and have assumed the fiduciary liability for their performance.

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IRC

Section 1202

Congress recently provided for 100% tax-free sales of certain businesses to incentivize venture capital investments and entrepreneurship. 

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Monetized

Installment

We help you identify strategies to reduce, defer, or eliminate the impact of capital gains tax when a client sells an appreciated asset or business

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Cost

Segregation

A Cost Segregation Study (CSS) helps owners of commercial real estate identify ways to accelerate the depreciation deductions of their properties to significantly offset taxable income.

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Restricted

Property Trust

Created to help high-income earning business owners reduce income taxes and grow assets with sizable pre-tax contributions, tax-deferred accumulation, and tax-advantaged distribution. 

OUR VISION

To become the primary resource to CPAs, attorneys, and other tax professionals for aiding their high-income, high net-worth clients recapture revenue typically lost to taxes. By working directly with the tax professional, we are able to identify meaningful strategies while the tax professional remains the primary point of contact for the client.

 

With the pending change of administration in 2021, there will be substantial changes to the tax code system. In general, income tax brackets will be higher and there will likely be elimination of preferential tax treatment for capital gains and dividends. As such, now more than  ever, high-income and high net-worth individuals will be looking for additional ways to reduce their tax liability and our intellectual capital can help guide them to create awareness of strategies that were previously unknown to them.

Here's how we work with attorneys and CPAs:

MASTERCLASS ON A SPECIFIC TOPIC

We can come to your firm to speak to you or your entire firm about a specific topic.  You are able to select the topic that falls under these three planning problems for your clients:

  • Reduce their income tax

  • Eliminate, reduce or defer capital gains tax on the sale of appreciated assets or businesses

  • Establish unique strategies for creating liquidity to cover estate tax exposure and leverage multi-generational legacy planning

SCHEDULE A CASE STUDY

INDIVIDUAL MEETING

SCHEDULE A MASTERCLASS

CASE STUDY 

ON A CLIENT 

Do you have a specific challenge or client you would like to speak about?  We can come to your firm or schedule a virtual call to go over your specific questions.  With over 60 years of experience, we have seen it all and have several case studies that we can refer to that will show the strategies that would be best for your client.

ATTEND OUR

QUARTERLY SEMINAR SERIES

You can attend our virtual seminar series that are held every quarter that cover specific topics that will grow your knowledge of solutions that will help your high-net worth client. 

Topics include, but are not limited to:

  • Restricted Property Trust

  • Charitable Planning Strategies

  • Super Roth | Maximize Tax Free Income in Retirement

  • Charitable Planning Strategies

  • Monetized Installment Sale

  • Traditional Insurance Funding

  • Premium Financing | Unique Approach with No "Out -of-Pocket" Cost

ATTEND OUR 

SEMINAR SERIES

 

OUR TEAM

We have cultivated a team with over 60 years of experience in working with attorneys, accountants and other tax professionals about creative strategies to accumulate, distribute, and transfer wealth in the most tax-efficient manner possible.

Between our experience, intellectual capital, firm process and outside business partners, we have proven to be a valuable resource to attorneys, CPA's and other tax advisers who are working with affluent individuals, families and business owners. 

 

FEATURED BLOGS

We are committed to sharing, educating and providing value to our clients.

Read our featured blogs that cover anywhere between small business owners, tax strategies and trending topics in the financial world.