Our Solutions
Entrepreneurs & Family Offices
For entrepreneurs and family offices, we are happy to work with your accountants to implement the very best ideas. On a case by case basis, we will take on new tax clients – provided we do the wealth management and insurance work.
This benefits you in multiple ways.
- Strategic use of non-taxable accounts like Roth IRAs in portfolio construction
- Tax loss harvesting
- Private placement life insurance
- Captive insurance company
- R&D tax credit
- Section 1202 exclusion of gains on sale
- Use of the IC-DISC structure to reduce taxes on international business
For more information, please contact us.