ADVANCED TAX STRATEGIES FOR MILLIONAIRE RETIREES
ADVANCED STRATEGIES
Network of Advanced Tax Planners & Licensed Tax Preparers
Planning an efficient retirement that optimizes all of your available tools and resources can be busy and complex. We create comprehensive and integrated tax planning solutions for the most difficult of situations. Here is a list of some of the advance tax planning services that we offer:
1031 Programs
Tax Credits
Conservation Easements
Qualified Opportunity Zone Funds
Alternative Business Lending Options
Alternative Investment IRA
Architectural Cost Segregation Analysis
Tax Incentive Credits
Asset Protection Planning from Lawsuits
Audit & Reviews of Financial Statements Agreed Upon Procedures
Bitcoin-Crypto Tax Services
Business Exit Planning
Business Owner Marketing Assistance
Business Valuation Marketing & Services
Captive Insurance Services
Charitable Planning Services
Charitable Lead, Annuity, and Remainder Trusts (CRATS, CLATS, CRUTS)
Donor Advised Funds
501(c)(3)
Private Foundations
College Planning
ExPat Income Tax Preparation Services
Health Savings Account Services
International Tax & Transfer Planning
IRS & State Tax Transfer Planning
Legal Services (Trust Creation)
Life Insurance Case Design and Consulting
Managed Mortgages
Outsourcing Provider- P.E.O. Services
Premium Finance Design & Consulting
Retirement Plans - Consulting and Administration
Self-Directed IRA and 401(k)
Staff Hiring Services
Strategic Reverse Mortgage
Tax Smart Income Plan Tools with QLAC, DIA, HECM
Tax Structures for Business Owners with income Greater than $1m+/yr
The Tax What-If-Doctor
