Tax strategies are essential to high net-worth investors, business owners, families with large estates, and real estate investors.
High Net-worth Investors-The types of investments you choose and the investment management strategies you employ will significantly impact your tax obligation and the earnings you keep. We’ll show you strategies that strike a balance between taxes, investment returns, liquidity, and income.
Business Owners-Small Business owners have an outstanding opportunity to significantly reduce their taxable earnings using the CWM Pension Plan. Visit the Retirement Planning page on our website for more details.
Families with Large Estates-Estate planning is very personal and very complex. Designing a plan that reduces your estate tax liability and avoids unnecessary complexity requires advisors with knowledge, experience, training, and wisdom. We’ll work with your attorney, accountant, and other advisors to implement the plan that is right for you and your family.
Real Estate Investors-Estate planning for families with large real estate holdings requires special care and attention. The primary estate planning challenges for real estate investors are liquidity and inequity in splitting the partnerships. Call us to discuss your particular circumstances.
FOR A COMPLIMENTARY CONSULTATION, PLEASE CALL 888-TRUST01 or 888-878-7801.