ADVANCED PLANNING FOR COMPLEX WEALTH
The more successful you become, the more important proactive tax planning becomes.
Advanced Tax Planners works with high-income individuals, families, business owners, physicians, professionals and real estate investors to identify proactive strategies designed to reduce unnecessary taxation, preserve wealth and create a more tax-efficient path toward retirement and legacy goals.
We believe tax planning shouldn't begin after the year is over. It should be integrated into the decisions you make throughout the year—and throughout your financial life.
TAX STRATEGY | WEALTH PROTECTION | LEGACY PLANNING
Your Trusted Tax & Wealth Strategists
Advanced Tax Strategy
Advanced Tax Strategy
Advanced Tax Strategy
Don't Just Prepare for Taxes. Plan for Them.
Traditional tax preparation primarily records what has already happened. Proactive tax planning looks forward.
We help clients identify potential opportunities before important financial decisions are made and coordinate with their tax, legal and financial professionals when appropriate.
Areas of planning may include:
- Business entity and compensation strategies
- Tax-efficient retirement strategies
- Qualified and nonqualified plan considerations
- Roth conversion and distribution analysis
- Charitable giving strategies
- Real-estate-related tax considerations
- Tax-efficient investment and income planning
- Business deductions and benefit strategies
- Advanced strategies for highly compensated professionals
- Multiyear tax-planning opportunities
The Goal
Not simply to pay less tax this year—but to make better financial decisions with taxes in mind for years to come.
Wealth Protection
Advanced Tax Strategy
Advanced Tax Strategy
Keeping More of What You've Built
Accumulating wealth is only part of the equation. Protecting it from unnecessary taxation, financial risks and inefficient strategies can be equally important.
Advanced Tax Planners helps clients evaluate strategies designed to improve the tax efficiency, protection and long-term sustainability of accumulated wealth.
Planning may incorporate:
Tax-Efficient Wealth Accumulation
Strategies designed to complement traditional investment and retirement accounts.
Retirement Income Planning
Evaluating how different assets may be coordinated to create more tax-efficient retirement income.
Asset Protection Considerations
Identifying financial risks and coordinating appropriate planning with legal professionals.
Insurance-Based Wealth Strategies
Evaluating appropriately structured life insurance and other financial solutions when they serve a legitimate planning objective.
Advanced Funding Strategies
For qualified clients, financing strategies may provide another way to fund certain long-term wealth and protection objectives.
Legacy Planning
ADVANCED STRATEGIES FOR BUSINESS OWNERS
ADVANCED STRATEGIES FOR BUSINESS OWNERS
Build Wealth That Outlives You.
Successful planning isn't only about what you accumulate.
It's also about what you preserve, how efficiently you transfer it and the people and causes that ultimately benefit from it.
Our planning process can help identify issues involving:
Estate Tax Exposure
Understanding potential federal and state estate-tax considerations.
Trust & Estate Coordination
Working alongside qualified estate-planning attorneys to help align financial assets with the client's estate plan.
Wealth Transfer Strategies
Evaluating strategies intended to transfer wealth efficiently to children, grandchildren and future generations.
Beneficiary Planning
Coordinating beneficiary designations with the overall estate and financial strategy.
Business Succession
Helping business owners prepare for an eventual transition to family members, partners, employees or outside purchasers.
Charitable Legacy Planning
Exploring tax-efficient strategies for clients who want charitable giving to become part of their legacy.
ADVANCED STRATEGIES FOR BUSINESS OWNERS
ADVANCED STRATEGIES FOR BUSINESS OWNERS
ADVANCED STRATEGIES FOR BUSINESS OWNERS
Your Business Creates Income. It Should Also Help Build Wealth.
For many successful entrepreneurs, the business represents both their largest source of income and one of their largest financial assets.
That creates planning opportunities that may not be available to traditional W-2 employees.
We help business owners evaluate strategies involving:
- Executive bonus arrangements
- Key-person protection
- Business succession planning
- Buy-sell funding
- Qualified retirement plans
- Nonqualified executive benefit strategies
- Tax-efficient owner compensation
- Employee retention strategies
- Business continuity planning
- Wealth accumulation outside the business
- Preparing financially for an eventual business transition or sale
From Business Success to Personal Wealth
The objective is to coordinate your business, tax and personal financial strategies rather than treating each one as an unrelated decision.
Strategic Tax Solutions for Your Business
KAIZEN & ADVANCED FINANCING STRATEGIES
Leverage May Create Another Way to Fund Long-Term Wealth Strategies.
For appropriate qualified clients, Advanced Tax Planners can evaluate strategies that use third-party financing to help fund certain insurance-based wealth accumulation and protection solutions.
Kaizen and similar advanced strategies may allow qualified individuals to potentially obtain greater funding for a long-term financial strategy while committing less personal capital than would otherwise be required.
Who May Be Appropriate?
These strategies are generally designed for financially qualified individuals with sufficient income, net worth, insurability and a long-term planning horizon.
Advanced financing is not appropriate for everyone. Financing costs, policy performance, interest-rate changes, collateral requirements and other risks should be carefully evaluated before implementing any strategy.
[ Learn About Advanced Financing Strategies ]
TAX STRATEGY + WEALTH STRATEGY
Your Tax Strategy Shouldn't Exist in Isolation.
Tax decisions can affect investments, retirement income, estate planning, insurance, business ownership and wealth transfer.
When broader financial planning or investment management is appropriate, Advanced Tax Planners can coordinate with the client's financial professionals or other specialized professionals to help create a more integrated planning process. FIG Private Wealth is our premier partner in wealth strategies implementation.
READY TO THINK DIFFERENTLY ABOUT TAXES?
Preserve Today. Grow Tomorrow. Build a Brighter Legacy.
You worked hard to create your income and accumulate your wealth.
Now let's explore whether proactive planning can help you preserve more of it, use it more efficiently and position it for the people and purposes that matter most.
ADVANCED TAX PLANNERS
Preserve Today. Grow Tomorrow. A Brighter Legacy Always.
Tax Strategy | Wealth Protection | Legacy Planning