Tax Strategy
Planning for Wealth Preservation
An effective tax strategy minimizes what you are paying and can help improve cash flow, gain competitive advantage and increase profitability. All businesses can benefit from tax planning at both state and federal levels. Cogent can ensure your business is set up in the right way and that you are reporting accurately so as to minimize what you are paying.
Based on your business strategy, a more detailed and in-depth tax analysis may be beneficial to help achieve your goal of wealth preservation. Together with our expert Associated Partners, we will perform an advanced level of analysis and provide a strategic path forward with initiatives that can be implemented in your business. Some areas included in the analysis:
- Income Tax Planning
- Business Structure
- Tax Exposure
- Insurance Structures
- Shareholder Value
- Exit Planning
- Asset Protection
- Retirement Planning
- Estate Planning
This robust plan is more comprehensive touches on compensation, benefit, retirement, succession, and estate planning strategies that enhance the building of your wealth. In conjunction with our Associated Partners, we monitor the performance of the recommendations.
Interested in more information on Tax Minimization and Strategy? Visit our Resource Center.
