Implement tax-advantaged trust strategies under today’s tax laws.Tax reform created major changes and opportunities for high-net-worth taxpayers, particularly those who are real estate investors and developers.The creation of section 199A brought a new, advantageous deduction to those in the real estate business.From a strategic planning perspective, real estate investors, owners, and developers may want to consider targeted trust strategies.
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.