the proactive CPA - Tax Planning

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Proactive Tax and Wealth Building Strategies for High Net Worth Individuals

We lighten the financial workload for high net worth individuals by taking on complex financial tasks, such as tax planning and wealth management, allowing these individuals to concentrate on their broader financial goals and investments.

The Proactive CPA pays attention to what you are doing and always offer helpful suggestions on what you need to do in order to maximize your earnings legally.

Investor Guy

Founder & CEO

Tax Planning for High Net Worth Individuals

We help high net worth individuals grow their portfolio by identifying tax-efficient investment strategies and opportunities, allowing them to retain more of their earnings for reinvestment. Additionally, we provide personalized guidance on wealth management and estate planning, optimizing the financial landscape to ensure sustainable portfolio growth while minimizing tax liabilities.

Here are a few ways we utilize tax planning to help high net worth individuals protect and grow their portfolios:

Tax-Free Investments

Utilizing tax-deferred or tax-free investment vehicles, such as Roth IRAs or Health Savings Accounts (HSAs), to grow wealth and reduce future tax obligations

Investment Strategy

Implementing tax-efficient investment strategies, such as tax-loss harvesting, to offset capital gains and reduce tax liability

Estate Planning

Implementing a comprehensive estate plan to minimize estate taxes and ensure smooth wealth transfer to future generations

Charitable Giving Strategies

Utilizing charitable giving strategies, such as donor-advised funds or charitable trusts, to receive tax deductions while supporting causes they care about

Business Structure Optimizaton

Utilizing tax-efficient business structures, such as S corporations or LLCs, to optimize tax benefits and minimize self-employment taxes

Retirement Investments

Maximizing retirement contributions through vehicles like SEP-IRAs, Solo 401(k)s, cash balance plans or defined benefit plans to reduce taxable income

Want to explore the benefits of strategic tax planning?

Proactive tax strategies for high net worth individuals

We lighten the financial workload for high net worth individuals by taking on complex financial tasks, such as tax planning and wealth management, allowing these individuals to concentrate on their broader financial goals and investments.

What Our Clients Say

"As a developer, navigating the complex tax code can often become overwhelming and time consuming. I was with my previous CPA for 20 plus years and never once did mention any tax planning or strategy unless I asked. As well, your team's education and guidance on utilizing the Cost Segregation Study resulted in significant annual tax savings."

Jim J.

Developer

Stay ahead of the curve with proactive tax strategies