Wealth Management

Tax Strategy and Planning

Tax planning strategies are vital components in optimizing your financial strategies, minimizing tax liabilities, and ensuring the preservation and growth of your wealth.


Our Tax Planning Process

Taxes undeniably chip away at the accumulation of wealth over time. We recognize this reality and prioritize a strategic approach that harnesses tax laws to our clients’ advantage. Our method is rooted in the belief that it’s not just about minimizing tax liabilities, but also about actively exploring opportunities that can yield innovative perspectives. Often, clients may not have fully considered the range of possibilities available within the tax code, and our expertise lies in uncovering these opportunities and customizing strategies to fit their unique financial situations.

Our proactive stance towards tax planning extends beyond conventional strategies. While reducing tax liabilities is important, we go the extra mile to introduce our clients to creative and tailored tax-efficient approaches that they may not have explored otherwise. By continuously seeking innovative avenues within the tax landscape, we empower our clients to make more informed decisions that optimize their financial outcomes and help them retain a larger portion of their hard-earned wealth.

Our goal is to navigate the complexities of business sale taxes and also forge a legacy of financial empowerment and prosperity for your family’s future:

  • Business Sale Tax Strategy
  • Optimized Wealth Transition
  • Continuous Adaptation:

Advantages of a Deferred Sales Trust

A Deferred Sales Trust™ is a smart and legal way to defer capital gains tax and reduce the overall tax burden on the sale of homes, commercial real estate, businesses, and other highly-appreciated assets.

The process begins by selling your property to a trust managed by a third-party company, allowing you to defer capital gains tax payments. Payments are made to you through a flexible installment contract, offering greater control over when and how you receive your funds. This is an innovative approach and can potentially yield more money in the long term compared to traditional taxed sales, providing a promising solution for those with highly appreciated assets.

For personalized guidance and a FREE tax savings analysis, connect with our tax specialists from the Estate Planning Team today.


"Tax planning and preparation aren't just about numbers on a ledger; they're the keys that unlock a realm of opportunities to optimize your wealth, preserve your legacy, and navigate the complex pathways of taxation with wisdom and foresight."

Richard Riva, Founder

Learn more about tax planning on our blog

Discover the power of smart tax planning and preparation through our easy-to-read blog posts. Whether you’re new to money matters or already know your way around, our blog breaks down taxes in simple terms. Learn how to keep more of your money, secure your family’s future, and make wise choices with our practical tips and real stories. Dive into our blog to start mastering your taxes and make your financial journey smoother – it’s your gateway to confident and informed tax planning.

Tax Planning and Preparation Strategy

A well-crafted Tax Planning and Preparation Strategy ensures you’re in control of your financial destiny, maximizing savings and minimizing stress in the face of complex tax landscapes.


Business Sale Tax Strategy

We start with an assessment of your business and financial circumstances, strategically analyzing the potential sale of your company to identify tax implications and opportunities. This foundational step lays the groundwork for a customized plan that aligns with your immediate goal of maximizing sale proceeds and long-term objectives of minimizing taxes during wealth transfer.


Optimized Wealth Transition

Leveraging our expertise, we explore diverse strategies, including capital gains optimization and tax exemptions, to structure the business sale in a manner that retains a substantial portion of proceeds. Simultaneously, we develop a meticulous plan to ensure the seamless transfer of wealth to the next generation, safeguarding your legacy while minimizing tax exposure for your heirs.


Continuous Adaptation

Beyond the business sale, our commitment endures. We continuously monitor your tax plan, adapting it to evolving circumstances and regulatory changes. This unwavering dedication guarantees that your financial strategy remains aligned with your shifting needs and the dynamic tax landscape, empowering you to navigate wealth transfer and taxation with confidence and foresight.

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