OUR PASSION IS TO GROW YOUR FAMILY WEALTH BY LEGITIMATELY CUTTING YOUR TAXES “TAX SAVED IS WEALTH EARNED!”
Do you have a sinking feeling you’re paying too much in tax? You’re not alone. According to David Ramsey, “Every year, more than 2 million taxpayers overpay their income taxes—and we’re not talking about pocket change”. Forbes says 93% of business owners overpay their taxes – even those with high dollar CPAs. Most tax advisors just don’t know or care about all the opportunities in the 70,000 page tax rules, and their clients can pay dearly because of it. What could that mean to you and your family?
We offer a range of consulting services, all designed to help your family grow and protect their wealth. We have saved successful families literally tens of millions in avoidable taxation, using mainstream, accepted, time-honored techniques. Such techniques are well-known at the “best practices” level, but often completely unknown to tax advisors of even extremely wealthy families. Get the facts!
Estate Planning
Your family wealth should be distributed as you see fit. We make sure your wishes are followed.
Tax Reduction
We want you to keep the money your business makes. We employ progressive tax reduction strategies to accomplish that goal.