Advanced Estate Case: Dynasty Trust, MSO, No Gift Tax
How a $400M Business Owner Used a C-Corp MSO and Split-Dollar Strategy to Build a Dynasty Trust—With No Gift Tax, No Estate Inclusion, and Audit-Defensible Results The Situation A first-generation entrepreneur (Gen 1) built a thriving private business valued at $200 million, with a total net worth over $400 million. With four children and no […]
Understanding Tax Planning Strategies for Small Businesses
Tax Planning Strategies for Small Businesses | Guardian Tax Tax Planning Strategies for Small Businesses Effective **tax planning** is essential for small business success. Learn strategies to **reduce tax liabilities, close financial gaps, and secure long-term wealth**. Why Small Businesses Need Tax Planning Tax planning is more than just filing returns—it’s about strategically structuring your […]
Strategies to Reduce Your Business Tax Burden
Businesses are always on the lookout for strategies to optimize their tax positions. Reducing the tax burden involves a comprehensive understanding of tax laws and careful planning. Here are some strategies that businesses can employ to alleviate their tax liabilities. Expense Management 1. Regularly Track and Review Consistently monitor business expenses and ensure that all […]