top of page
Year End Tax Planning
Hundreds of Past Clients
from Buttoned up Fortune 500 Executives to Swashbuckling Entrepreneurs
$400,000 to $275,000,000 Incomes
Several of whom you have read about in Forbe
Multi-Million Dollar Decisions
The U.S. Tax Code allows for deferred or reduced tax rates for certain business arrangements.
Our team has long and extensive experience in identifying and assisting clients and their existing advisors in implementing suitable opportunities.
Send us a quick email to request a summary of 2-3 transactions that work for your situation.
Or call to discuss at length
For Business Owners, Professional Investors & W-2 Employees
Tax breaks, not loopholes
Google's Tax Rate on Foreign Income: 2.4%
Beginning in 2017, a company can receive up to $2.2mm in revenue tax free to its captive
Pfizer's 2014 tax rate: 7.5%
(profits of international subsidiaries on non-Subpart F income not subject to tax until repatriated).
Tax on ESOP Profits: 0%
Mitt Romney's Tax Free Roth IRA: $100,000,000
For Case Studies and Whitepapers on any of these transactions, contact us for an initial consultation.
For any general inquiries, please fill in the following contact form:
Get a Free Email Summary of 2-3 Strategies Suitable for You
bottom of page