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
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.
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...
The Wash Sale Rule and Tax Loss Harvesting for Crypto
Insights | by Sharon Winsmith While we wait out this prolonged bear market for crypto, it might be a good time to consider doing some tax loss harvesting before year-end. Tax loss harvesting might be a great way to reduce your taxes for...
SALT Tax Deduction
Insights | by Sharon Winsmith Recent changes to the state and local tax deduction (aka the SALT tax deduction) continue 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...
“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