Tax Planning

Keep more of what you’ve earned

Private Placement Life Insurance *

Invest in traditional and alternative assets inside of a private insurance vehicle while deferring – and in some cases, eliminating – the tax liabilities those assets create as they appreciate in value.

* Available to clients who meet certain financial and other criteria.

Tax Loss Harvesting

Sell and repurchase similar stocks within your portfolio in a strategic way that leverages losses to offset future capital gains.

IRAs & Beneficiaries

Protect assets held in your Qualified Accounts from future claims by your beneficiaries’ creditors by creating a trust to inherit your IRAs when you pass.

Opportunity Zones

Roll your capital gains into investment projects in specially-designated areas and defer or eliminate your capital gains tax by holding the investments for a specified period.

Defined Benefit Plans

Set aside large amounts of tax-deferred money for retirement while providing benefits for your employees without the limitations of standard 401(k)s, SEPs, and SIMPLE plans.

Other Tax Services

  • Cost segregation
  • Captive insurance
  • Options strategies
  • 1031 exchanges
  • 706 portability