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Be A Tax Super Hero For Business Owners

Be A Tax Super Hero For Business Owners

2018 has been a banner year for American business. A soaring stock market and booming economy has contributed to many business owners boasting record income years. But with big earnings, come big taxes. The 2017 Tax Law didn’t really help much due to the reduction or...
Do You Know You Might Be Giving The IRS A Tax Refund?

Do You Know You Might Be Giving The IRS A Tax Refund?

You made the right moves to realize tax savings by creating tax-sheltered retirement plans and implementing a 401(k), Profit Sharing Plan, or SEP. Those with bigger needs might have used a more sophisticated strategy to help clinch bigger deductions by stacking a Cash...

About Us

We are pioneers in retirement planning, featuring tax-advantaged defined benefit pension plans as exit strategies for high net worth clients. We partner with top industry Advisers to bring their clients preferred solutions to achieve large income tax deductions.

Location

Coral Gables, FL

Call Us

Phone: 1-800-717-4723

Working Hours

Monday-Friday: 9:00am – 5:00pm

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