We help successful business owners do three
critical things with their wealth and businesses.
We'll show you how you can keep a LOT more by reducing annual income tax.
Optimize your retirement planning and business value for exit by legally avoiding higher than necessary capital gains taxes.
Optimize your estate so your beneficiaries aren't left with tax consequences on things like inherited IRAs.
Do you wonder if you’re paying too much in taxes? Are you confident you’re planning like you should?
You’re planning for retirement , which puts you ahead of most, but are you planning to reduce your taxes on those retirement funds?
Selling your business could be the biggest win of your life. Why spend less time planning for this event then your vacation?
A lot of CPAs and accountants recommend qualified plans to save on taxes in the current tax year. Unfortunately, if you ‘re a business owner, a 401k or other qualified plan may not be the best move for you. Yes, they may help you pay less tax in the current year, but they create a huge tax liability in the future. Deferring taxes isn’t the same as mitigating them. If you’ve accumulated a significant amount in tax deferred accounts such as IRA’s, 401(k)’s, 457’s, and 403(b)’s, you’re likely going to have a problem in retirement when tax rates increase. The team at Infinite Wealth Builder will get you on the right path by showing you plans that are only available to business owners.
Most business owners don’t understand the tax ramifications of selling their business or real-estate. This results in losses of thirty percent or more to taxes. And those losses didn’t have to happen!
Do you know how you are going to exit your business? Have you calculated the capital gains tax, net investment income tax, or the depreciation recapture?
You should be working with a professional to make sure you are not needlessly paying more than you owe in a transaction of this type. Contact us for a free analysis of your taxes before you sign any sales documents.
(866) 735-3999
