Curious about how the wealthy accumulate money, protect their assets, provide for their spouse and family, preserve their estate? Here are some of the techniques they use, and you can too! If you are interested in learning more about these Tax Saving Strategies, contact us.

Converting Ordinary Income to Capital Gain Tax Planning for Mutual Funds Keeping Life Insurance Proceeds Tax Free Investing in Qualified Small Business Corporation Stock Using Options to Reduce Investment Risk Deferring Compensation with a Nonqualified Plan Compensating Executives with Stock Options Gifting Stock Options Minimizing Employment Taxes on Closely Held Businesses Maximizing Retirement Plan Benefits for the Self-Employed Deducting Expenses of Working at Home Maximizing Medical Expense Deductions for the Self-Employed Income Tax Planning for Children Tax-Efficient Ways to Fund a College Education Using Qualified State Tuition Plans to Build College Savings Maximizing the Charitable Donation Deduction Using Charitable Remainder Trusts to Meet Tax and Financial Goals Charitable Contributions of Qualified Conservation Easements Structuring Alimony and Child Support Payments Estate Planning for Transfers to a Non-U.S. Citizen Spouse Critical First-Year Elections for Corporations Critical First-Year Elections for Partnerships

Using QDROs to Divide Qualified Plan Assets in Divorce Choosing the Retirement Plan Beneficiary Planning for a Surviving Spouse Plan Beneficiary Choosing Between a SEP and a SIMPLE Retirement Plan Maximizing Traditional and Roth IRA Benefits Accessing Retirement Savings Before Age 59 Making Lifetime Gifts to Reduce Estate Tax Forming and Funding a Family Limited Partnership Tax and Asset Protection Benefits of Family Limited Partnerships and LLCs Establishing and Funding a Credit Shelter Trust Using the QTIP Election Using Life Insurance Trusts to Reduce Estate Tax Pros and Cons of Avoiding Probate What an Executor Does Dealing with State Income Tax on Businesses State Tax Planning for Individuals Taking Advantage of Foreign Earned Income Exclusions Planning for a U.S. Taxpayer on International Assignment Estate Planning for Transfers to a Non-U.S. Citizen Spouse Critical First-Year Elections for Corporations Critical First-Year Elections for Partnerships How to Select the Right Entity How to Step Up the Basis of Partnership Property Planning for a Corporate Acquisition of S Corporation Stock

Starting a Professional Business Employing Family Members Providing Tax-Favored Fringe Benefits Maximizing Deductions for Property, Plant and Equipment Deciding to Lease or Buy Business Assets How to Make Business Meals 100% Deductible Disability Insurance for Business Owners and Professionals Maximizing Deductions for Inventory Avoiding Salary Versus Dividend Issues Renting or Selling Property to a Closely Held Business Tax Planning for a C Corporation Reducing Tax on S Corporation Distributions Generating Basis in Partnerships and S Corporations Loans Between Closely Held Businesses and Their Owners Negotiating to Buy or Sell Corporate Assets or Stock Using a Buy/Sell Agreement Shareholder Exit Strategies: Redemptions, Liquidations and Stock Sales Claiming Ordinary Losses for Small Business Stock Tax Planning for Personal Residences Qualified Personal Residence Trusts Deferring Tax with a Like-Kind Exchange Deferring Tax with Installment Sales Retirement Plans

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