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5. Integrate Advanced and Proprietary Tools

Apply creative and cutting-edge ideas not widely available
Summarize all planning instruments on a single flow chart with clear details about how each instrument should be funded
Illustrate all ideas with one color flow chart and integrated cash flows statement

We have a propreitary process tracking the basis, ownership, yield, tax benefits, and cash flow of each asset as we fund planning instruments and combine the instruments into a comprehensive flow chart supported with a year-by-year balance sheet and cash flow statement!


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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.