Defined benefit plans, cash balance plans, and advanced retirement structures that move six figures of income off the table every year.
Retirement & Wealth Vehicles sits at the heart of a coordinated tax strategy. We pair it with the rest of your plan so deductions, income character, and timing all reinforce each other instead of working at cross-purposes.
Most CPAs deliver one piece of this. We coordinate it with the other six disciplines so a move in one column doesn't accidentally undo a move in another.
A repeatable engagement, not a guessing game.
Each case below was solved with retirement & wealth vehicles as a primary lever.
Compliance and strategy are different disciplines. Your CPA files what happened. We plan what will happen, before year-end, when it still matters.
No. We work alongside your existing CPA. They keep filing; we shape what the filing looks like.
The earlier in the year, the more leverage. Q1 and Q2 engagements typically capture the most opportunity, but late-year engagements still find meaningful moves.
Fees are based on scope and complexity, and we scope after reviewing your returns and entities. We don't take engagements where we can't credibly project a multiple of the fee in tax savings.
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