Advanced Tax Strategies

A strong planning process is the best way to create a Tax Efficient Wealth Plan. It is crucial to implement advanced tax strategies that meet your needs both now, and in the future. It is our goal to assist you in building a solid plan that will build and protect wealth for you and your family.

Strategies commonly used within our practice include:

• Trust & Estate Tax Strategies
• Estate Equalization & Distribution of Assets
• Reducing Investment Income Tax 
• Restructuring/Recharacterizing Corporate Assets
• Funding Unanimous Shareholders Agreement
• Purification/Chrystallization Planning regarding Lifetime Capital Gains Exemption