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ABOUT
BIOS
CASE DESIGN
CONTACT / SCHEDULE APPT 

Advanced Strategies 

Expertise you won't find on Main Street

After Tax Reduction, Advanced Strategies that make sense for your situation may be recommended such as: 

  • Transfer of qualified retirement plans to a Roth and deferring the conversion tax for life
  • Cash balance plans
  • Benefit-focused defined benefit plans to increase a top-line deductions over the Cash Balance Plan limits with an IRS determination letter 
  • Captives, to mitigate risk and much more 
  • Defer the capital gains taxes for life and beyond 
  • Very unique premium financing structures 
  • 401(k)/IRA exit strategy 
  • COLI (must now be for 100 employees or more) 
  • Company-owned tax-free retirement plans funded with our exclusive contribution premium financing (No out-of-pocket expenses for the owners or employees) 
  • Y20 – Exclusive planning for the $25,000,000 net-worth market 
  • Charitable planning 
  • Cost Segregation  

Each member of our team has a unique financial or legal background, and we combine our strengths to prepare personalized, advanced plans you won’t find on Main Street.  

The assessment and proposal is always free and the reward is high.  

The Advanced Strategies Team 

  • Certified Public Accountant (CPA) 
  • Qualified Pension Administrators (QPA) 
  • Chartered Retirement Plans Specialists (CRPS) 
  • Employee Retirement Plan Agents (ERPA) 
  • Certified Financial Planner CFP®​ 
  • Chartered Financial Consultants (ChFC) 
  • Chartered Life Underwriters (CLU) 
  • Tax & ERISA Attorneys 
  • Actuaries Science 
  • Third-Party Administrators 
  • ​Certified Tax Coach (CTC) 
  • Certified Tax Planner (CTP) 
  • Certified Managerial Accountant CMA 
  • Certified Financial Manager CFM 
  • Masters of Science in Accounting MSA
Schedule an Appointment