Services > Strategic Tax Planning

It’s important to understand the difference between tax planning and strategic tax planning. Tax planning saves money on taxes by leveraging the tax codes. But strategic tax planning encompasses numerous goals, some of which will involve tax planning.

a. To attract the investors you need for growth and future opportunities.
b. To effectively navigate transitions from Start-Up to Growth to Transition/Exit.
c. To retain and preserve 100% of the wealth you have created.
d. To maintain the lifestyle you have chosen or choose a better alignment of work, career and family.

To help you meet your business and personal goals, I will ask you questions about your lifestyle, family and goals/vision for the future. We will work together to make tax planning serve your personal goals.