AffluentAdvisors.net Serving CPAs, Attorneys & Financial Advisors with High Net Worth Clients
How To Build, Protect & Transfer Maximum Wealth with Minimum Taxes
Our first step is a Wealth Analysis, which includes a careful study of transactions, documents, entities and relationships. This step is designed to identify and measure the unique aspects of a client's asset ownership, asset utilization, financial and non-financial objectives.
Our goal is to allow clients to achieve their financial and multi-generational inter-personal objectives with substantially less risk and tax erosion than has been previously achieved. The techniques used are simple and have been tested through multiple IRS audits. However, most estate planners and other financial advisors have never used these advanced strategies, which go beyond 401(k), Defined Benefit and other "qualified" and non-qualified Plans, as well as Limited Family Partnerships and other traditional strategies.
In the second step, recommendations from the Wealth Analysis are designed to include a variety of compatible features, which can be selected and integrated on an as-needed basis. As a result, each fully implemented Wealth Protection Plan serves the same basic objective of arranging financial activity in a more effective, risk minimized, and tax-efficient manner. However, each Wealth Protection Plan is customized in response to each client's unique circumstance and objectives.
We provide a step-by-step presentation of the Wealth Analysis and Wealth Protection Plan so you and your client can easily understand the process. Draft legal documents are provided for the CPA, Attorney and Financial Advisor's review and final approval. Our experts continue to work you and your client's local team of professionals throughout the first year (and beyond, upon request) to insure that the Plan is fully implementented.
For a confidential evaluation of your high net worth client's needs and no-obligation proposal, contact:
Individuals with a net worth over of $2 million, although virtually anyone can use the strategies to protect assets and minimize income taxes.
Physicians and other professionals and business owners with substantial assets and malpractice or general liability risks.
Those with appreciated investment assets who would like to sell or transfer them within the family, but hesitate due to the large tax burden.
Those who wish to have their rental properties accumulating more efficiently for reinvestment in other properties, and when they choose, sell without the restrictions of a Section 1031 Exchange.
Business owners and investors who recognize that it is not prudent to expose their business and investment assets to the possibility of a forced sale to pay estate taxes or creditors.
Coverages and availability vary by state. Not all businesses and individuals qualify. This does not constitute legal, tax, or accounting advice or opinion. Consult with an experienced and properly licensed professional regarding the specific suitability of any planning technique.
Unless expressly stated otherwise on this website, (1) nothing contained in this website was intended or written to be used, can be used by any taxpayer, or may be relied upon or used by any taxpayer for the purposes of avoiding penalties that may be imposed on the taxpayer under the Internal Revenue Code of 1986, as amended; (2) any written statement contained on this website relating to any federal tax transaction or matter may not be used by any person to support the promotion or marketing or to recommend any federal tax transaction or matter; and (3) any taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor with respect to any federal tax transaction or matter contained in this website. No one, without our express written permission, may use any part of this website in promoting, marketing or recommending an arrangement relating to any federal tax matter to one or more taxpayers.
