I have worked in the Estate and corporate tax planning field for the last 40 years and over that time have successfully designed and implemented several programs that have saved clients hundreds of millions of taxes over the years.
We are currently using our “Estate Tax Repeal” program to allow clients to totally eliminate estate taxes. We specialize in mortgaged life insurance to greatly improve upon a clients financial position. We can also use this platform to greatly improve current deferred compensation programs as well as greatly improve future results for all qualified retirement accounts.
