Our Solutions
Tax Smart Strategies
Our goal is to optimize your after-tax returns. We can be particularly effective with entrepreneurs and family office.
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.
Among the tax smart strategies:
- Strategic use of non-taxable accounts like Roth IRAs in portfolio construction
- Tax loss harvesting
- Private placement life insurance so portfolio compounds tax-free
- 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
- Placement of portfolio within an ETF for tax-free trading and to enable deduction of management expenses
For more information, please contact us.