Year-End Tax Planning Tips

Family Office Marketplace > News > Year-End Tax Planning Tips


Year-End Tax Planning Tips

Last minute tax planning still available!  Not much time left.

Explore what other family offices and high-net worth clients are using to mitigate taxes.

  • Compliance Driven conservation easement investment opportunities!
    • Approx a 5:1 charitable contribution deduction
    • Deduction limited to maximum of 50% of Adjusted Gross Income
  • Compliance Driven fee simple land driven conservation easement investment opportunities!
    • Approx a 5:1 charitable contribution deduction
    • Deduction limited to maximum of 30% of Adjusted Gross Income
  • Ask us about our 5% down of first year premium only – Premium Financing Life Insurance
  • Looking for a way to reduce ordinary income…Ask about our Family Endowment Plan
    • Approx. 85% valuation for current year charitable contribution
    • Net Income of Assets transferred into the Family Endowment Plan are taxed at 1%
    • Asset protection and estate planning passed down to generations.
  • And more strategies to help you save more…

Must be an accredited investors.  All strategies have rules and regulations that require IRS compliance and may come with enhanced risk for audit.

If you want to learn more, contact Roland C. Manuel, EA with Palm Beach Tax Group Inc.  Servicing Palm Beach since 1970.

561-655-5777 or [email protected]