Tax Solutions
For Entrepreneurs And Investors

Helping businesses and individuals maximize profits by paying less tax

Sustainable Tax Strategies for Building More Wealth

Without proper planning, taxes are the single largest expense for most businesses and individuals. We are committed to helping our clients develop and implement a tax strategy that allows you to achieve your short-term and long-term goals while maximizing your income through reductions in taxes and administrative costs.

We design holistic tax strategies that take into account your specific circumstances.

We currently have a waitlist for new tax strategy clients.

Key Benefits of a Comprehensive Tax Strategy

Maximize profits through
reductions in tax costs

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Develop a sustainable structure for your business operations and investments

Allow for efficient repatriation of profits based on your cash flow needs

Provide flexibility for future dispositions of entities or assets in a tax-efficient manner

Decrease ongoing administrative and operational costs

Protect your assets against claims from creditors or lawsuits

Whether you are a business owner or an accredited investor with multiple streams of income from passive investments, we have the expertise to assist you with all your tax needs.

Find out how our team can build a tax strategy to achieve your goals and maximize your income today.

Insights

A Primer on the “Buy, Borrow, Die” Strategy

A Primer on the “Buy, Borrow, Die” Strategy

Insights | by Sharon Winsmith Just because you aren’t a billionaire doesn’t mean you can’t use the Buy, Borrow, Die Strategy too. This article provides an overview of the tax strategies used by the ultra-wealthy. Read more to find out...

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SALT Tax Deduction

SALT Tax Deduction

Insights | by Sharon Winsmith   Recent changes to the state and local tax deduction (aka the SALT tax deduction) continues to be a hot topic for taxpayers in the U.S. There is now a $10,000 cap on the deduction for state and local...

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Does Coinbase Report to the IRS?

Does Coinbase Report to the IRS?

Insights | by Sharon Winsmith Many make the mistake of thinking they don’t need to report crypto transactions on their tax returns because they think the IRS can’t find out about it. That is not the case in many circumstances! The IRS...

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Case Study

“I wanted to reduce the taxes I was paying on my passive investments and minimize any eventual estate taxes that would be due. Sharon Winsmith developed a strategy for structuring my investments in a way that would almost completely eliminate the taxes I pay on my investments. We were also able to trigger gains in a large portion of appreciated assets in a tax-free manner. She also designed a creative strategy for my estate that would allow me to avoid any estate tax on my assets. After working with Sharon, I saved over $4.1M in taxes in 1 year.

– William S., Investor and Former CEO of Flex-Tek