Private Business
Most of us understand that a business needs to be profitable. What isn't common knowledge, is understanding how to extract those profits without incurring substantial personal tax.
Having worked with numerous corporations and high net-worth individuals, we employ the same successful strategies to optimize wealth and overcome tax barriers.
If you own an operating company such as a franchise, retail store, professional service, brokerage, industrial shop, or technology company then you qualify to take advantage of what the tax code allows.
What Business Owners Don’t Know
What isn't common knowledge, is that a company’s retained earnings can be transferred to a holding company. This holding company can use various investment vehicles including an insurance tax shelter to create a wealth fund. With this in-place, an individual can now access these funds virtually tax-free.
Furthermore, when managed properly, this new investment can generate passive income.