|
Home>>Services>>Fortune
Pack
Fortune Pack
Benefit For
You
Offers tax and
estate planning to preserve and grow your wealth for you as
well as passing it on to your loved ones without giving Uncle Sam more
than his “fair share”.
Services
·
Targeted Tax & Estate Planning:
Provide advice and assistance to you to devise effective strategies and
plans to achieve your specific goals:.
1.
Education: Take advantage of deductions or tax credits;
Utilize college savings plans.
2.
Employee benefits: Use pre-tax benefit such as
medical/childcare reimbursement.
3.
Retirement: Make tax deferral/tax free plans and possible tax
credits work hard for you.
4.
Risk management: Conduct need analysis and policy evaluation on
various insurances.
5.
Wealth preservation: Engage trust, asset transfers, etc. to
minimize tax and exposure.
6. Tax savings: Structure
and time income, deductions, and credits to
minimize taxes.
·
Business Succession Plan:
Help business owners plan and implement ownership succession or
disposal/transfer of business interest with the least impact to business
operations yet offering the most tax savings.
· Comprehensive
Tax and Estate Planning: Assist highly successful professionals and entrepreneurs to
execute a well-structured tax/estate plan with tools such as gifts,
generation-skipping transfers, trust and wills to minimize both income and
estate taxes.
Typical
Clients
Anyone
who wants to take charge of his or her financial matters. Particularly,
successful professionals and entrepreneurs who need more sophisticated
assistance on tax and estate planning.
Pricing
Services
in the pack may be provided
individually or collectively. Depending
on services involved, the costs to
you will vary from case to case.
|
