Proactive Tax Planning for Business Owners, Physicians & High-Income 1099 Professionals

You've worked hard to build your business, career and income. But as your income grows, so can the complexity of your tax situation.

The question isn't simply:

“Did I file my taxes correctly?”

A better question may be:

“Am I proactively taking advantage of the tax-planning opportunities available to me?”

Discover whether there may be opportunities to improve the way your tax, business and retirement strategies work together.

Traditional tax preparation primarily focuses on accurately reporting what has already happened.

Proactive tax planning asks what can potentially be done before important tax and financial decisions are made.

Advanced Tax Planners works with successful business owners and professionals to evaluate their individual circumstances and identify tax-planning strategies that may help them become more tax-efficient.

Depending upon your circumstances, planning may evaluate areas such as:

• Business and entity structure
• Available business deductions
• Retirement-plan design and contributions
• Tax diversification strategies
• Business-owner and executive benefit strategies
• Timing of income and expenses
• Long-term tax and wealth-planning considerations

Every situation is different. The objective is to identify which strategies may actually make sense for you.

For successful business owners and high-income professionals, conventional retirement contribution strategies may represent only one part of a larger tax and retirement-planning picture.

Higher income can also limit eligibility for certain retirement strategies, including direct Roth IRA contributions.

Depending upon your business, income, employees, age and objectives, there may be additional planning strategies worth evaluating.

The first step is understanding what opportunities may apply to your specific situation.

[ SEE IF I MAY HAVE ADDITIONAL OPPORTUNITIES ]

This assessment is designed primarily for:

You have built a profitable business and want to determine whether your current tax and retirement strategies are keeping pace with your success.

You have significant W-2, practice, partnership, 1099 or other professional income and want a more coordinated approach to tax and retirement planning.

You have substantial self-employment or independent-contractor income and want to understand the planning opportunities that may be available beyond simply filing a Schedule C and making traditional retirement contributions.

IMPORTANT INFORMATION

Tax strategies are dependent upon individual facts and circumstances. Advanced Tax Planners does not guarantee tax savings or any particular financial result. Tax, legal, retirement-plan and financial strategies should be evaluated with the appropriate qualified professionals before implementation.