Advanced Tax & Wealth Planning
Advanced Tax & Wealth Planning Solutions
Whatever your vision for the future of your family or your business, Johnson, Mackowiak & Associates, LLP can help you achieve those goals.
Our team knows how to grow, preserve and protect wealth through the most advanced techniques and tools in tax, estate, retirement, financial and investment planning. Our approach can be as broad or narrow as you require – it all depends on your unique business and personal needs.
Services include:
- Advanced Cost Segregation – Helps business owners and lessees reduce income tax liability and improve cash flow.
- Employee Stock Ownership Plan (ESOP) – Enables corporations to accomplish goals and generate tax savings.
- Captive Insurance – Reduces risk exposure, while enabling growing companies to take advantage of significant cost savings.
- Asset Valuation – Determines the exact worth of businesses so owners can better plan for the future.
- Health Insurance Efficiency Audit – Enables companies to save as much as 50% in unnecessary insurance expenses.
- Family Office Solutions – Offers high net worth families integrated wealth management services, all from a single source.
Contact JMA today to learn more about our full suite of advanced tax and wealth planning solutions.
