TAX PLANNING SOLUTIONS WITH CREDO

Is your money working for you in the most effective way?

Is tax planning too complex for you to understand or you simply think that it is unimportant and is not interrelated because you believe that taxes are not paid whenever you make investments decisions?

Having effective tax planning strategies is the holy grail of investing. Given the right tax strategies, with the help of experienced tax professionals, you’ll be able to preserve your wealth all the way through your high income earning years, during retirement, and when it’s time to have your assets transferred to your loved ones. Completely eliminating taxes is worth striving for, however, the chase often leads a lot of people off-course with some ill-conceived choices resulting to poor returns and sometimes, loss of principal too.

Check our whitepaper pages below for a comprehensive discussion of the different tax strategies and how Credo’s breadth and depth of experience in assisting clients in their tax planning and strategy can help you leverage the best approach for your unique circumstances.

TAX PLANNING SOLUTIONS WITH CREDO

Conservation Easement

QOZ & Opportunity Fund

Captive Insurance

Deferred Sales Trust

Charitable Lead Trust

Charitable Remainder Trust

Children as Employees

SEP IRA

Defined Benefit Plan

Section 83(b) Election

Solo 401(k) IRA

Employee Stock Ownership Plans