Tax Reduction Strategies

We have worked with both local and national attorneys, accountants and tax strategists to bring our client time-tested, safe, and innovative tax reduction plans. Depending on your situation and preferences, we have several options available to you that will help minimize the income tax you will owe this year and in future years.

Many of our clients have investment real estate and are considering liquidating while the market seems to be favorable, but they want to avoid the capital gains tax and possibly depreciation recapture associated with the large increase in property values.

We employ a strategy that will help reduce the tax due upon sale of assets, provide you with a stream of income for life paid from a trust controlled by your family, and allow you to leave the balance of the sale profits in the trust to your beneficiaries. This technique also offers significant asset protection.