Keep more of what you’ve earned.
Multi-strategy tax planning at your fingertips.
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.