Reduce Your Tax Burden
GUARANTEED
Our clients save an average of 28% which results in tens, hundreds (or even millions) of dollars being freed up to grow their business and accomplish more than they every thought possible. Check out the results we’ve generated for just a few of our clients below.
Successful physician group each with six figure tax bills:
We helped them restructure their entities which created more efficient cashflow, reduced their liability exposure, and supercharged their retirement savings all while vastly reducing the amount they were overpaying to the government.
Chain of 14 dry cleaners filing as a Sole Proprietorship:
We created an entity structure that made it possible for the other family members involved in the business to obtain executive benefits and significantly reduced their tax burdens, while at the same time protecting them from the potential liability exposure an operation like this takes on with the chemicals used in dry cleaning.
Aging owner selling business to his employees:
We provided an ESOP analysis and ended up creating a more efficient and cost effective exit strategy. During the process, we also assisted the owner in properly classifying his ownership position which resulted in preferential tax treatment of the sale of a large portion of his shares in the company.
Successful business woman with over two dozen franchises:
A complete corporate restructuring resulted in an almost 7 figure reduction in annual taxation, and at the same time, we worked with her financial advisor to get her estate plan in order while accomplishing the corporate restructuring needed to implement the income tax plan.
Case Studies
Billionaire tech entrepreneur selling a $20 million modern art portfolio.
Avoid tax on gains while redeploying proceeds into real estate investments.
Ed identified a strategy to achieve both objectives, optimizing the client's financial position.
Car dealer operating seven stores in a
sunbelt state.
New business entity, executive compensation, and charitable giving strategies deployed.
$1.1 million in savings achieved over
three tax years.
Engineering company executive with $12 million in Restricted Stock Unit payouts in one year.
Offset the substantial income and
minimize tax liability.
Ed's strategies resulted in a tax refund
of over $2 million.
High Tax Liability
Entity Restructuring, Income offsets
$2M Lower Taxable
Income
