A limited set of questions for lifetime ancillary documents only which are solely concerned with matters occuring during lifetime (not death), such as incapacity, unavailability and terminal illness. These documents include Powers of Attorney, Living Wills and HIPAA Authorizations.
A complete set of questions for a comprehensive estate plan, including Wills and Trusts. This also comprehensively includes 'Lifetime Incapacity' planning with ancillary documents, including Powers of Attorney, Living Wills and HIPAA Authorizations.
An additional set of questions for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals who need estate and gift tax planning, which typically involves utilizing certain types of advanced planning with irrevocable trusts and other advanced techniques.
For an assessment of legal risk exposure and applicable asset protection strategies. This type of planning is generally appropriate for people who have a net worth of at least $2 Million who want to protect personal assets, business assets and income streams from lawsuits, creditors and predators.
An assessment which provides recommendations for an optimal tax structure for operating a closely-held business. We will determine a structure which will minimize self-employment taxes, minimize NIIT taxes and minimize income taxes. We will optimize the structure to minimize required compensation, and maximize tax deductions by optimizing the competing interplay between the Self-Employment Tax, the 20% QBI deduction and the Net Investment Income Tax (NIIT).
An assessment which provides recommendations for an optimal tax structure for operating a closely-held business. We will determine a structure which will minimize self-employment taxes, minimize NIIT taxes and minimize income taxes. We will optimize the structure to minimize required compensation, and maximize tax deductions by optimizing the competing interplay between the Self-Employment Tax, the 20% QBI deduction and the Net Investment Income Tax (NIIT).
For an assessment of applicable tax strategies to save taxes on annual recurring operating income generated by a small business.
For an assessment of applicable tax strategies to save taxes on passive investment income from portfolio investments, such as stocks, bonds, cryptocurrency and alternative assets.
For an assessment of applicable tax strategies to save taxes on the liquidation of a highly appreciated asset, such as the sale of a business.
For an assessment of techniques and strategies for small business owners to deploy in order to smoothly and successfully transition out of their business.
For small business owners who want to explore how they could benefit from advanced retirement plan designs which are tax-qualified, such as a 401(k) plan, ROTH 401(k) plan, profit-sharing plan, defined benefit plan, and more.
For small business owners who want to incentivize key employees in order to attract valuable talent and retain them long-term through non-qualified plans, such as Phantom Stock Plans and Incentive Stock Options (ISO).
For individuals interested in becoming eligible for Medicaid benefits who also want to protect assets from Medicaid spenddown requirements and liens being placed on their assets, including investments and equity in their home.
For veterans of the U.S. military who are interested in getting the maximum benefits that they are entitled to receive from the Veterans Administration (VA).
For people who want to share human wealth and forge deeper bonds with loved ones by sharing their meaningful stories, values, life lessons and nuggets of wisdom.