Tax Reduction Advice

Camarda has a saying, “Taxes saved is wealth earned.” Tax control is much more powerful than many investors may realize, often because the actual cost can go unnoticed. This can be compounded by the complexity of the tax code, and the fact that many tax advisors can be so unfamiliar with important planning opportunities that big tax savings are missed.

Beyond this, tax preparers can have a “nothing you can do about taxes” attitude, that can blind them to proactive tax reduction methods that are well accepted.

Perhaps more than in any other financial planning discipline, getting taxes right makes a dramatic difference in how rich you get, and stay. It can move have a greater impact moving the wealth needle more strongly.

Many successful families are woefully underserved when it comes to tax reduction advice.

If you’re successful, odds are you’re in the small percentage paying the majority of all U.S. income taxes…and that probably won’t change much even with “tax reform.”  If you’re like many successful taxpayers, you could be overpaying by hundreds of thousands or even millions in legitimately avoidable tax each year, using long-accepted mainstream techniques.

The Internal Revenue Code is incredibly complex, and often even expensive accountants and advisors routinely miss powerful opportunities to save big on taxes. But this complexity can offer huge payoffs for those with the right information and advice. If you’re like most of the well- off folks we talk to, you could be leaving a real fortune on the table.

Is ineffective tax strategy bleeding your legacy? 

The difference in compound wealth growth without the drag of excessive taxation can be extraordinary. How much richer would your family get if some or most of what you pay each year in taxes went to investments instead?

Too often, tax advisors – even expensive and well- credentialed ones – are blind to these opportunities, and their clients are needlessly subjected to massive, avoidable taxes that throttle their wealth and wilt their legacies.

Could you unknowingly be leaving millions of family wealth on the tax table?

Well-advised families have saved literally tens of millions in avoidable taxation, using mainstream, accepted, time-honored techniques. Such techniques are well-known at the “best practices” level, but often completely unknown to tax advisors of even wealthy families.

Chances are high you could be missing significant tax-savings opportunities as well. If you suspect you may be paying more than your legal share, give us a call, we’ll be happy to help find ways to cut your taxes.  Often, we’ll be able to quickly determine potential opportunities, and the right strategy to explore them.

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