Income and Estate Tax Reduction Strategies

Most wealth management specialists are not trained to work with the other members of your advisory team to plan for ways to reduce income tax and/or estate tax.   Superior Planning, Inc.’s staff view both activities as part of our normal, ongoing service. 

Income Tax Reduction
Income tax planning is usually done after the fact or focuses on one or two assets or financial transactions at a time.  Millions of dollars are paid to the IRS each year that could have been avoided with legal, proactive tax reduction techniques.

Superior Planning, Inc., working together with your other tax advisors can help coordinate cash flow management, investment advice, and business transition planning which can significantly reduce income taxes, saving thousands of dollars each year. 

Estate Tax Reduction
The estate tax is the highest of all tax rates (almost 50%) and is due in cash nine months after the date of death.  This ominous fact of life has the majority of financial advisors and attorneys alike earmarking assets or buying life insurance to pay the tax. 

Since 1982, Superior Planning, Inc. has been successful in helping clients and their attorneys legally reduce and eliminate millions of dollars of estate tax.  This is done by working together with the other members of your advisory team to systematically asset by asset, model various tax saving techniques and compare the effectiveness of each technique.  The results are then integrated into your comprehensive wealth management plan. 

“You can legally pay the maximum tax, the minimum tax, or somewhere in between - the choice is yours.” 

Contact us now to see if we have the common ground to get you where you want to go.