Implement tax-advantaged trust strategies post tax reform. Tax reform has created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers. The creation of section 199A brings a new, advantageous deduction to those in the real estate business. From a strategic planning perspective, real estate investors, owners, and developers
Developing a cohesive strategy that aligns your personal financial goals with your business goals can help you best prepare for the future. Learn how to become a well-planned business owner.
Once you’ve exited your business, you want to be sure your legacy capital is part of your overall plan. Learn about wealth planning for business owners.