Tax Strategies
CASH BALANCE PLAN
ENTITY OPTIMIZATION
CASH BALANCE PLAN
A powerful retirement plan that allows business owners control fund assets, define their own benefits (self-directed) with no preset maximum limits.
COST SEGREGATION
ENTITY OPTIMIZATION
CASH BALANCE PLAN
Pay less upfront tax, reduce tax liability, increase cash flow early in the ownership of the real estate, invest the savings in next real estate project and get better value.
ENTITY OPTIMIZATION
ENTITY OPTIMIZATION
ENTITY OPTIMIZATION
Selecting right type of entity structure and optimizing compensation gives you control over your income, enable efficient cash flow planning and reduce self-employment taxes.
INCOME SHIFTING
Sec 1202, 1244 & 83 ELECTIONS
ENTITY OPTIMIZATION
Taxpayers can strategically transfer money, assets and shift income from a higher tax bracket (or higher tax state) to those in a lower tax bracket (or lower tax state).
Sec 1202, 1244 & 83 ELECTIONS
Sec 1202, 1244 & 83 ELECTIONS
Sec 1202, 1244 & 83 ELECTIONS
Tax Planning with gains from the sale or exchange of qualified small business stock, claim an ordinary loss deduction for capital loss and restricted stocks, stock options tax.
ADVANCED STRATEGIES
Sec 1202, 1244 & 83 ELECTIONS
Sec 1202, 1244 & 83 ELECTIONS
Learn how to save taxes with donor advised fund, qualified charitable distribution, private foundation and other advanced tax planning strategies.