TAX STRATEGIES FOR BUSINESS OWNERS

Strategies we may discuss include the following:

Maximizing Retirement Accounts

Using Cost-Segregation Studies to Accelerate Depreciation on Assets

Advantage of Section 179 Tax Deductions

Supporting Charitable Organizations

Healthcare Expenses and Medical Reimbursement Plans

Minimizing AMT (Alternative Minimum Tax) Liabilities

Roth IRA Conversions

Generation Skipping Tax Exemptions

Everyone wants to pay less in taxes — including the wealthy.

Anyone can minimize taxes, regardless of their net worth. A tax mitigation strategy starts by documenting all expenses that can be classified into deductible categories.

However, that’s just the beginning. When you employ the services of a qualified tax mitigation strategist who keeps up with changes in the tax code and knows how they might apply to you, you can rest easy knowing that you’re not paying more than you’re legally obligated.

Jeff Zufall and the staff at Capital Advisory Group specialize in tax mitigation and complex tax strategies for high-net-worth individuals and business owners. However, not every strategy works for everyone, and it’s smart to consult a professional to determine which might best suit your situation and desired outcomes.