Secure Wealth Planning Group has developed a deep concentration in numerous forms of investment that can potentially produce beneficial outcomes with respect to tax burden. After all, it’s not what you make - it’s what you keep. If you fit one of the profiles below we should meet soon to evaluate if we can be of help.
We work with business owners to improve their tax efficiency around ordinary income on a year-in-year-out basis. We also work with those selling their businesses to design specific tax efficient structures that have the potential to greatly impact their “walk away” numbers. If you are a business owner making in excess of $1m annually or are contemplating a divestiture transaction to include a going concern with or without real estate we may be able to help.
Highly compensated corporate executives work with us to increase tax efficiency on their regular incomes over $1m. Further, extraordinary compensation such as stock options exercise, deferred compensation payouts and other irregular benefits can be greatly affected with a bit of early planning.
We work with physicians, attorneys, CPAs and financial professionals to increase tax efficiency within their business entities and often can help them leverage pass through income credits they may otherwise be phased out of. Our clients work in worldwide partnerships, for large local firms and run their own firms. Regardless of your structure we have solutions that should be carefully considered.
Real Estate Investors
We have very specific solutions for owners of appreciated investment real estate. If you are a property owner looking to get out of the daily management of specific properties but are holding off selling due to tax consequences we may be able to help.
Often we can provide institutional quality real estate solutions that allow you to maintain real estate exposure while achieving diversification. This could provide you with the ability to transition your investment exposure from a single local building to a portfolio of institutionally managed real estate that still produces regular income without the daily headaches of direct property management.
For those who wish to sell, but understand their heirs will miss the opportunity to receive stepped-up basis upon their death, these solutions offer powerful estate planning opportunities that should not be ignored.
Entertainers & Athletes
For entertainers and athletes it is critical to keep the most possible while things are working well and to prepare for the inevitable time when you must live from what you accumulated during peak earning years. Those we work with in this area have the unique challenge of managing often very large incomes with very few structural tools available. We have solutions that can soften the blow associated with especially large ordinary income for these individuals during peak earning years so as to improve accumulation for the years ahead.
We work closely with Advisors in all the above categories. We are friendly deal participants who know our place and routinely work in support of CPAs, M&A Advisors, Attorneys, Commercial Realtors, Professional Agents and others. We play nice and work to support the primary aims of those who invite us into their valuable relationships, always in highest service to those who matter, our shared Clients.