Advanced Tax Planning

TAX STRATAGIES THAT MAKE A DIFFERENCE

Through Capital Preservation Services’ Advanced Tax Planning, we will provide you with an income tax plan that is strategically aligned with the tax code, which places you in a position to be efficiently structured to legally reduce your tax liability. Recommended tax strategies will not be funding a qualified retirement plan, purchasing an annuity, or purchasing equipment prior to year end.

ASSET PROTECTION PLANNING

The integration of asset protection planning into estate and income tax plans has proven quite successful.

The same structures which allow estate planning and income tax planning, are very well suited to protect assets.

ESTATE PLANNING

We offer estate planning for our clients, so that the wills, trusts, powers of attorney, and health care directives protect against, death, divorce and incapacity. As our clients tend to have higher levels of income, we offer innovative estate tax planning options desirable for high net worth clients. As a complement to the estate planning, a combination with income tax planning has allowed for a much more robust estate tax plan, saving gift and estate tax as well as income tax.