TaxWealth - Retirement and Estate Planning

The tax code offers more than just rules—it provides powerful tools to secure your future and transfer wealth with purpose. At TaxWealth, we apply specialized strategies to reduce tax exposure on retirement income, safeguard your estate from erosion, and position your assets for efficient generational transfer. From income-maximizing structures to advanced estate design, we craft solutions that protect your wealth today and ensure your values carry forward. Whether you’re nearing retirement or planning for succession, our expertise and technology help turn tax burdens into long-term advantages—with protection that lasts beyond your lifetime.

Asset Protection That Lasts

Safeguard your retirement and estate from lawsuits, creditors, and unnecessary taxation with IRS-compliant legal structures that keep your assets working for your family—not vulnerable to outside threats.
Tax-Efficient Wealth Transfer

Minimize estate and inheritance taxes through strategic planning that preserves more of your assets for your heirs—without sacrificing control during your lifetime.
Lifetime Income Strategies

Implement planning techniques that create predictable, tax-advantaged income during retirement, while still maintaining access to capital and flexible distribution.
Legacy With Intention

Design your estate plan to reflect your values and financial goals, ensuring a seamless transfer of wealth that supports your family and philanthropic priorities.
Simplified Planning, Expert Execution

We coordinate with your legal and financial teams to reduce complexity, avoid probate, and make execution seamless—giving you confidence your plan will perform when it matters most.
More Tailored Strategies Available

From charitable trusts to advanced exemption planning, our approach adapts to your goals and financial profile to deliver optimal protection and flexibility.

TaxWealth Clients

Whether you’re facing a major liquidity event or optimizing year-over-year returns, TaxWealth helps you preserve more wealth through proactive, compliant tax minimization. Whether you’re facing a major liquidity event or optimizing year-over-year returns, TaxWealth helps you preserve more wealth through proactive, compliant tax minimization.

Business Owners & Entrepreneurs: Owners of closely held businesses or professional practices planning for growth, succession, or exit—often facing major liquidity and tax events.
Lawyers & Legal Professionals: Attorneys with fluctuating or large one-time income events (e.g., contingency fees or practice sales) looking to reduce taxes and protect their assets.
Physicians, Dentists, & Medical Professionals: High-income earners with limited time and heavy tax exposure seeking efficient, compliant ways to preserve more of what they earn.
Real Estate Investors & Developers: Individuals with significant capital gains from property sales or portfolio rotations needing alternatives to 1031 exchanges or passive deferral strategies.
High-Income Executives & Partners: Corporate executives or firm partners (CPAs, consultants, engineers) with compensation packages, bonuses, or equity events that drive large annual tax burdens.
Investors with Complex Tax Exposure: Accredited investors with $200K+ in annual income or $1M+ in net worth (excluding residence) facing large taxable events, looking for proactive, strategic tax mitigation.

Our Case Studies

See how TaxWealth has helped clients and their tax teams protect their bottom line.

Commercial Property

Commercial Properties

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TaxWealth helped a commercial property owner increase available funds by 37.6% and preserve over $840,000 in additional value—eliminating immediate taxes and unlocking liquidity without relying on a 1031 exchange.
Family Limited Partnership (FLP) Equity Sale

Business Sales

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TaxWealth helped an FLP unlock over $2.9 million in additional value when selling a consulting firm interest. The partners avoided immediate taxation, preserved liquidity, and achieved a 22.4% increase in net proceeds—without altering their financial goals.
Dental Practice Equity Sale

Business Sales

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TaxWealth helped a dental practice owner unlock over $180,000 in additional value by eliminating immediate taxes, preserving liquidity, and increasing available funds by 21.6% compared to a conventional sale.
Four-Plex Investment Property

Real Estate Sales

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TaxWealth helped a real estate investor unlock over $550,000 in additional value and increase available funds by 37.8%—avoiding immediate taxation and preserving capital for future use.

Complementary
Tax Analysis

If you’re facing over $250,000 in taxes this year, schedule your free TaxWealth Analysis today—and discover how to legally redirect what you owe into capital that works for you.

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TaxWealth Services

Explore Additional Services

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Strategic Tax Mitigation:

TaxWealth helps reduce or eliminate unnecessary taxes, freeing up capital that you can retain, redirect, or reinvest based on your own financial goals and priorities.

Second Opinion Tax Diagnosis™:

TaxWealth specializes in uncovering overlooked tax relief opportunities through a focused, expert-driven review designed to identify savings that traditional planning may not reveal.