Tax Planning

Advanced Strategies to Move Your Business Forward

Ever wonder why large corporations can report billions of dollars in profits, yet pay little to no income taxes? And how you, as a small to mid-sized business owner seem to be paying more and more in tax every year?

The difference between you and those large companies, is they have a team of professionals on their side who specialize in tax reduction strategies.

Let us do the same for you.

Some CPAs do little more than record history, simply focused on putting the right numbers in the right boxes. There is a big difference between preparing tax returns and doing proactive tax planning. After all, it’s not what you make, but what you keep.

We can help you with tax planning in the following areas:

  • Business and personal income tax minimization 
  • Business or Real Estate Liquidation Events
  • Philanthropic and Charitable Gifting Strategies 
  • Roth Conversion Analysis 
  • Entity Structuring 
  • Estate Tax Reduction 
  • 1031 Exchanges and Opportunity Zones
  • Tax Mitigation for Real Estate Owners
  • Property Tax Abatement  
  • Qualified Plans 
  • R&D Tax Credits 
  • Qualified Charitable Distributions 

Would you like to learn more?

Wealth Management & Financial Planning

Looking Forward Toward Your Future…

Move the Needle on Your Financial Plan with Expert Guidance

We get to know you, so we can create a custom plan that adapts as your priorities and the markets change over time.  With a strategy designed for you, informed by our research and insights, you can feel more confident in your financial future.

Wealth management is a mixture of art and science. Overall, our goal is to help you grow, protect, and utilize your wealth. Effective wealth management requires a united team of professionals working together across multiple financial service industries. Wealth Innovation Group incorporates financial advisors, accountants, attorneys, insurance agents, and countless niche experts to provide an all-encompassing approach to wealth management.

We follow strategies to design an investment portfolio that considers your risk tolerance, time horizon, and goals. We put protections in place to manage downside risk and market volatility.

Our team will help you create a financial plan that can weather economic uncertainty, recessions, and market drawdowns. Your plan needs to work in bad times as well as good.

We will hold your hand each step of the way on your retirement and investment planning journey.

As a WIG Wealth Management Client, you have access to:

  • Three-pronged approach to minimizing Income Tax, Estate Tax, and Capital Gains Tax
  • Researched backed, unemotional Quantitative approach to investment management
  • Third-party investment research team with influence over 28 billion+ in assets
  • Evidence-based, mathematically rigorous retirement income and financial planning strategies
  • Strategies for creating tax-diversified assets now and in retirement
  • Downside Protection and volatility control tactics
  • Sounding board for important financial decisions (For example, major business decisions, real estate acquisitions, etc.)
  • Regular meetings to review your investments, tax, and business strategy, update your financial plan and make sure you are on track to reach your most important goals
  • Retirement income forecasting and account aggregation
  • Alternative Investment Strategies, Private Equity, and Real Estate Syndications

Would you like to learn more?

Risk Mitigation

Protecting Yourself

Get Peace of mind by protecting the downside

When growing personal net worth or building a business, most people are solely focused on the upside potential. However, as your success increases, it becomes equally important (if not even more important) to mitigate your risks.

Our goal is to protect your downside exposure in the most strategic and cost-effective way possible.

Risk Mitigation involves three steps:

  1. Understand the risks unique to you and your business
  2. Mitigate and minimize those risks where possible
  3. Transfer the risk when needed

Risk mitigation experts on our team match clients’ needs with the best available products and strategies in the marketplace which include:

  • Business Enterprise Risk Management
  • Life insurance planning and protection
  • Disability analysis and protection
  • Volatility Buffer Creation to minimize market downturns
  • Hedges against longevity risk in retirement
  • Health & Longterm Care Insurance
  • General Liability & Umbrella Coverage Analysis 

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Let Your Legacy Be Unfettered

We have assembled a team of top attorneys from across the country to help you navigate complicated laws involving business structuring, estate planning, asset protection, and other legal areas.

Our team specializes in areas that complement our clients' present and future business and personal goals. If you already have local counsel that you would like to maintain, our team can work alongside your current professionals.

We can provide complete legal solutions for virtually any legal need or concern:

  • Basic Estate Planning Packages - Wills, Trusts, Powers of Attorney
  • Advanced Estate Tax Planning for High Net-worth Individuals & Families
  • Asset Protection
  • Charitable Trusts and Private Foundations
  • Buy/Sell Agreements for Business Partners
  • Philanthropic & Legacy Planning
  • Tax-free Wealth Transfers
  • Special Needs Trusts
  • Business Operating Agreements & Entity Formation
  • Legal Opinion Letters Regarding Advanced Tax Strategies

Would you like to learn more?

Business Advisory

Reaching Your Potential

Change the Game with Next Level Business Advice

For many of our clients, a closely held business comprises the bulk of their net worth. The success or failure of this business oftentimes can make or break a client’s financial stability, retirement plan, and family legacy. 

Rather than let this be a detriment, clients can grow and diversify their wealth by maximizing their most valuable asset, their business. 

By making the right decisions today and following a methodical approach to growth planning, waste, and inefficiency minimization, you can dramatically increase your chances of optimizing your business potential.

Our team develops and offers tailored, innovative, and comprehensive solutions for specific client business needs.  We enable clients to benefit from industry professionals’ unique experiences, perspectives, knowledge of industry business issues, and technical expertise to help them focus on the pressing needs of their businesses. 

Countless professionals will gladly manage your money after you sell your company, but who is by your side while you are growing it? Who do you call when you are having employee engagement issues? Or when your revenue is slipping, and you are not sure what key performance indicators to focus on to get things back on track? 

Growing a business is not easy, which is why our business owner clients have access to expertise to help with:

  • Business Exit & Succession Planning
  • Employee Retention & Benefits;
  • Key Employee Incentive Plans
  • Business Financing
  • Business Valuations
  • Leadership and Cultural Change
  • Business Cost Reduction
  • Outsourced CFO Services
  • Key Performance Indicators  and Financial Forecasting
  • Business Purpose, Direction & Vision
  • Digital Employee Creation

Would you like to learn more?