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Tax Shelters & Strategies
High income and high net worth clients often find they are paying up to half of their earnings in taxes, thereby making the need for tax planning particularly acute. Working in concert with CPAs, HCO Private Wealth assists in the implementation of a variety of tax strategies.
By far the best tax shelter for most is a super tax-advantaged retirement plan. HCO Private Wealth can work with your company CFO, practice manager, or CPA to design and implement a corporate retirement plan that will provide significant benefits for principal owners and employees. Properly structured, these programs enable personal deferrals of over $100,000 and more without a significant increase in the amount contributed to rank-and-file employees.
HCO Private Wealth will work regularly with you to implement many strategies that can reduce current and future tax burdens. Working together with your CPAs, HCO Private Wealth can assist in the evaluation and selection of a number of proven tax strategies that maximize the use of known loopholes in the current tax law.
For more information on our tax strategies, contact us today.