The Four Pillars Of Tax Reduction
The Four Pillars Of Tax Reduction
To paraphrase Arnold Palmer, taxes are deceptively simple and endlessly complicated. Most business owners overpay their taxes due to a lack of information. Ultimately, your tax situation can be optimized and simplified by focusing on the four key pillars of tax reduction.
- Income Tax Reduction
- Executive Compensation & Benefits Strategy
- Tax Efficient Investing
- Exit & Estate Tax Planning
At C&A we start with your "why" and develop tailored tax strategies that evolve with you and put you in a position to achieve your goals.
Our Approach
22 Point Analysis
As specialty tax experts with over 30 years of experience, we have deep knowledge of the tax code and industry expertise. Our analysis accounts for areas that most business owners and tax preparers overlook. Our approach is driven by and customized to the business owner. We explore entity structure, compensation, estate plans, and uncover where our clients are at the greatest risk. Our strategies deliver significant returns.
The Four Pillars Of Tax Reduction
Income Tax Reduction
Objective: Increase Cash Flow Now
If you own a business, income taxes are undoubtedly one of, if not your largest annual expense. It doesn't have to be that way. Your tax plan warrants continuous optimization. Your personal balance sheet will improve substantially through careful compensation planning, the use of accelerated depreciation, thoughtful accounting elections, and strategic application of credits and deductions.
Executive Compensation & Benefits Strategy
Objective: Immediately Increasing Net Worth
As a business owner, it's as important to focus on how you take money from your business as the amount you take. Most business owners don't recognize the inefficiency hidden in their payroll structure or the hidden opportunities in the benefits plans. Optimizing your compensation and benefits plans can save you tens or hundreds of thousands annually.
Tax Efficient Investing
Objective: Preserving & Compounding Wealth
Savvy investors know that investing is as much about where investments are made as the amount invested. But, how those investments are made is equally critical. A tax-efficient investment strategy will reduce tax drag, protect the wealth you have built, and increase investable assets.
Exit & Estate Tax Planning
Objective: Realizing Generational Wealth
Exit planning and estate planning are inextricably linked. Your exit plan should be designed to maximize and protect the value of what is likely your most valuable asset and your estate plan should leverage that asset and the wealth it created for the benefit of your family for generations.
Schedule a free consultation.
Whether you're seeking tax advice, are interested in business valuation, or need wealth advisory services, we can help!
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