ADVANCED TAX PLANNING

High net worth families can use our expert help:

• Savvy planning to minimize taxes: estate, income, capital gains
• Planned gifting & charitable trusts
• Asset protection strategies
• Private Retirement Plans (PRPs)
• Don’t get hurt by IRS and California govt
• Much more!

Perfectly legal secrets that very wealthy people have used to cut their taxes can be used to build “tax structures” for you.