Achieve better outcomes through insightful planning

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Tax Management vs.Tax Planning.

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There isn't much you can do to lower your taxes after December 31st.  Be proactive throughout the year giving yourself time to make good decisions.

Tax management is more than tax planning and far more than tax return preparation.

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You are taking steps to excel in your business. Don't accept general advice meant for for the average person. The average person is not financially successful.  You have worked too hard for that to be your goal.

We've been doing this long enough to see many ways to create business plans.  Some are so complex that they never get fully implemented.

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Let use guide you with tools that actually work.

Utilize tools that are enjoyable to work with and proven effective.

  What steps can you take today to get organized in a way family members and business partners can operate when a key player is not available.

What happens if a partner or key employee is suddenly unavailable?

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What are you plans for your ultimate exit from the business.  Will you stay involved, sell or transition to new management?

Coordinate company paid or sponsored benefits with cash flow, taxation and succession needs.

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Balance benefits with what you need as an owner and what employees want so they will stay with you.

Reduce turn-over and attract new talent. 

Our Family Estate Organizer  "FEO"™ is a great place to start. It is in a printed format with an online app that is always kept up to date. 

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Led by a team with over three decades of business, financial, estate and family office experience. We have seen many outcomes- the good, the bad and the ugly.  Don't be a bad example.