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Tax Strategies

Tax Strategies

Taxes are a complicated issue, increasing in complexity as your income increases, which can be mitigated or potentially eliminated using proper tax strategies. However, tax strategies aren’t always provided by your accountant. Before rushing to judgment, most accountants are not set up to deliver strategic tax planning.

Many accountants are only paid to churn out tax returns. In general, we have found there are two types of accountants:
 
1) Those who count up the numbers and deliver the news of what you owe at the end. Potentially offering quick ideas like contributing to a retirement account or some other general advice.
 
2) The accountant that digs in and works with your team of advisors to provide strategic advice that could reduce or eliminate your tax liability.
 
If you do not identify your accountant as the latter, or number 2 above, you should investigate working with SDWC Financial. It is possible that you may have outgrown your current accountant or simply aren’t asking the right questions.
 
SDWC Financial is equipped to work with your current accountant or potentially provide you with alternate solutions. Some solutions could be as simple as a new accountant or bookkeeper but may also include additional strategies:
 

  • Retirement Plan Exit Strategies
  • Premium Finance Strategy
  • Private Reserve Strategy
  • Captive Strategies
  • Accelerated Depreciation of Real Estate
  • Multi-Family Real Estate Moves
  • Tax-Free Investing
  • Conservation Easements
  • Oil and Gas Investing
  • Strategic use of Life Insurance

Our team isn’t limited to the list of strategies above but offers them as an example of opportunities that should be offered through proper financial planning. If you haven’t been offered this level of planning we would like to invite you into our office to learn more.:

Company information

SDWC Financial LLC
Main Office
5340 Brookstone Dr NW Acworth, GA 30101

Contact details

E-mail address:
together@sdwcfinancial.com

SDWC Financial

The information contained within this website is provided for informational purposes only and is not intended to substitute for obtaining investment, accounting, tax, or financial advice from a licensed professional. Presentation of the information via the Internet is not intended to create an offer and receipt does not constitute a consulting-client relationship. Internet subscribers, users, and online readers are advised not to act upon this information without seeking services that are coordinated within your financial plan.