Important Dates
October 29, 2026
Key Dates to Know for the Remainder of 2026
The 2026 deadline for year-end processing of requests and forms is December 10, 2026. Plan ahead to ensure your submissions are received and processed before the cutoff.
Wealth Preservation Services
Safeguarding Your Wealth Across Every Season of Life
Generating portfolio income is only one part of the journey. Preserving your wealth requires coordinated tax planning, rigorous asset shielding, and thoughtful estate transition strategies.
Tax Planning
"Your 1040 is Your Financial Mothership"
There are a whole lot of lines on your tax return. Have you researched every last one, making sure you're taking advantage of all the legal ways you can cut your tax bill? Few people do, and most tax professionals miss opportunities to reduce a taxpayer's tab.
The Dollar-for-Dollar Impact
Every dollar you save in taxes is a dollar you can invest or use to pay down debt. For example, if you earn over $200,000, a $10,000 tax deduction on your federal return would save you $3,300. That's a 33% savings.
"The Ultimate Strategy for the Self Employed"
An LLC taxed as an S-Corporation coupled with a self-directed pension plan. It's simple and the IRS tax code has made it even more attractive. Only through an S-Corporation can you realize a loss due to a pension contribution in your business and it's subtracted from your personal return. We have the proven formula.
- Review every line of your 1040 to uncover deductions most advisors overlook.
- Structure distributions from your portfolio to minimize annual tax liability.
- Coordinate portfolio moves with your CPA to avoid costly year-end surprises.
- LLC taxed as an S-Corp paired with a self-directed pension plan for the self-employed.
- Realize a business loss through pension contributions that reduce your personal return.
Build Your Complete Wealth Protection Plan
Contact our office today to examine how tax mitigation, asset defense, and estate planning work together to secure your financial future.