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Business Owners

The Biggest Questions for Business Owners

What is the best way to accumulate my personal wealth while my business is growing? How should I transition out of my business? How can I use the wealth I’ve earned to support my retirement?

The biggest questions that owners face with respect to their wealth all have one common thread: tax.

Understanding the impact that tax will have on your income, savings and future wealth in all possible scenarios, is the key to choosing the right options. That’s why we ask the question, shouldn’t tax knowledge be central to your wealth advice?

Through each of our four distinct service levels, we develop custom strategies that help take advantage of all opportunities to save on tax. These often include:

Asset Management

  • Using diversification strategies to manage risk
  • Accumulating wealth within your business
  • Using income-generating investments to help manage cash flow
  • Coordination with your professional partners and fee reports for your tax preparer

Financial Planning

  • Creating a tax-mitigation plan encompassing the central aspects of your wealth
  • Planning your retirement cash flow to maximize Social Security, balance income sources and mitigate tax liability
  • Planning transitions like business succession to help ensure efficient transfer of wealth

Enhanced Financial
Planning

  • Using insurance strategies to manage risk and defer tax
  • Using alternative investments to improve diversification
  • Building your personal wealth for retirement
  • Extracting capital from your business tax-efficiently

Comprehensive
Wealth Management

Providing all aspects of the other three service levels, as well as a number of personalized features and resources that include:

  • AEGIS Tax Gap Analysis: Business and Personal Wealth
  • 12-Part Business Succession Guide
  • Business Tax Restructure
  • Financial Life Plan
  • Annual Stakeholders Meeting
  • Wealth Transition Guide

12-Part Business
Succession Guide

In our experience working with all kinds of business owners, the succession of the business is simultaneously one of the most important goals owners have, and one of the least talked about aspects of running a business. This guidebook bridges the discussion of succession, long-term plans and the possibility of family members or third parties eventually acquiring the business.

If the value of a dollar can be cut in half by tax, the value of a wholly tax-efficient investment and wealth plan can be remarkably high. This is the opportunity we create for our clients.

William Bowman, CPA
President, Wealth Manager

Tax and Personal Wealth

Tax planning should never be just a once-a-year activity. Our forward-thinking strategies are specifically designed to reduce the taxes you will pay over the years. We take the complex IRS Code, tailor it to the life of each client, and communicate our recommendations in straightforward terms creatively designed to reduce your tax burden. This unique approach has allowed our clients to realize substantial additional gains in their overall investment performance and reduced their lifetime tax obligations.

As an owner, are you taking advantage of all the opportunities you have to save on tax?

Insights from the Specialized Professionals

We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.

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