- Based on each clients situation and desired goals we put specific plans in place to minimize taxes, protect assets through a variety of vehicles, and advise clients how to use and manage hard earned assets to produce a retirement plan to support desired lifestyle's and provide an estate plan for their families.
- Federal tax planning by educating the clients on what type of items athlete's are able to deduct in order to minimize tax liability and providing a system to track these items.
- Florida and other state residency support and planning to eliminate or reduce other state income taxes on signing bonuses. This includes recalculating wage apportionment calculations for W-2's issued erroneously to get the client the refund of the over withheld state income taxes allocated erroneously to the non-resident states.
- Work with the agents and managers to structure the most after tax beneficial contract possible
- Home office and bill pay services
- Cash flow Analysis, Budgets, and Forecast
- Estate planning
Getting In Touch...
Call soon, we look forward to working with you!