Capital gains tax reduction
TYPICAL ASSETS SOLD WITH CAPITAL GAINS TAX REDUCTION STRATEGIES INCLUDE:T
Businesses
Commercial Property
Residential Property
Portfolios containing managed assets
crypto, stocks, bonds, etc.

other tax planning specialties
Eliminating/reducing estate taxes
Eliminating/reducing income tax liabilities
Cost segregation
R&D tax credits
Business entity tax planning reducing
income taxes 15-50%
Business tax planning reducing employee
benefit costs by 42%
Business tax planning reducing insurance
premiums and retirement costs by 42%
Business tax planning increasing purchasing
power 30%
Tax advantaged retirement accounts with
contributions up to 60% of client’s AGI,
rendering tax savings simultaneously
Charitable planning
Pre-investment planning
