ADVANCED TAX PLANNING IN PALM BEACH FLORIDA

Do you have a tax detective or a data entry person preparing your return?  Most people gather their tax documents and give them to a big box franchise, their tax professional or a CPA.  They use the information you provided to plug in the numbers and prepare your tax return. What separates our firm is we work as your tax detective.  

As a tax detective we ask questions and try to find as many deductions allowed based on your employment, industry and specific lifestyle.  For businesses we prepare a proactive business plan, that when implemented property, can save you taxes up to $10,000; $25,000; $50,000 over a 5 year period.  What is that worth to a business?

Make sure you have the right team working with you, contact us today...

Advanced Tax Planning:

  • Proactive Business Plans (see above for description)
  • Retirement & Financial Planning from a tax perspective.
  • We utilize annuities, life insurance, asset-based Long-Term Care, patented strategies, little know IRS techniques, our partnerships with institutionalized trading and brokers and advanced strategies to help you reach whatever your goals may be.  Each case design is different. We provide the R.I.T.E plan for you focused on Retirement, Income, Tax and Estate planning.
  • Do you know your plans?  
    • We can help you review these plans to make sure they are up to date, efficient and meeting your specific goals.  Most people don't know how much they are paying in fees.  Only certain fees are required to be disclosed to the client while others are hidden. We can analyze your brokerage statements and provide a report of the fees being paid in your account.
  • Death Planning
  • Long-Term Care Planning

CALL 561-655-5777 OR CONTACT US TO START YOUR PLAN TODAY!