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Tax Reduction Planning for Retirees and non-business owners

By relying on a tax team that includes only a CPA or a single financial planner, you may miss out on numerous potential deductions. No matter how exceptional an individual tax professional may be, they cannot match the capabilities of a full team of expert strategists. Each member of our team brings a unique perspective from different sectors of the financial and legal industries. We synergize our strengths to uncover every possible deduction for our clients.

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It is impractical for a single CPA to master every tax strategy.

​As a team, we possess a profound understanding of the intricate tax codes that specifically benefit high-income business owners and affluent families.​

 

We have an extensive knowledge of the IRS rules governing each strategy and plan we handle. Surprisingly, many other financial firms lack this expertise, but we work with these plans on a daily basis.

Our primary objective, provide significant value to our clients

We do not employ aggressive sales tactics or pressure individuals into accepting our services because we do not need to. Our sole focus is on helping our clients, and we dedicate our resources to minimizing their tax bills. 

Our team of highly credentialed tax reduction planning specialists has extensively researched the tax code to identify the most common and effective tax planning strategies for:
  • Maximizing Deductions for Retirees

  • Roth Conversion Tax Planning

  • Roth Conversion Alternative Planning

  • Tax Efficient Retirement planning 

  • Insurance and asset protection

  • Charitable/Estate Planning

  • 401(k)/IRA exit strategy

  • Donor-Advised Funds

  • Estate Planning 

  • Family Office Planning

  • Utilizing Qualified Opportunity Zone Investments

  • Capital Gain Deferrals

  • Charitable Foundations

  • Irrevocable Life Insurance Trusts

  • Capital Gains Reduction Options

  • Family Limited Partnerships

  • Annuity Reviews (Before you buy)  

  • Tax Credit Investing Opportunities

  • Utilizing Self-Managed / Private Placement Investment Opportunities

  • Deferred Compensation Trust Arrangements

  • Premium Financed Life Insurance

  • Tax-Efficient wealth management

  • Financing life insurance for the living benefits and tax-free income as well as estate planning

  • Solar Tax Credits (backed by the IRS)

  • Captive Insurance

  • Cash Balance Plans

**We are not limited by the tax strategies and concepts above. Please contact us today for a personal assessment of which strategies you would most benefit from

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It is a common misconception that resources like ours are only beneficial for the ultra-rich

We want to make it clear that our services are designed to assist individuals, retirees, small companies, and family businesses as well. We believe in empowering all our clients to build wealth by significantly reducing their taxes.

Take the first step towards building wealth faster by reducing your taxes. Spend just 20 minutes answering a few questions, and let us guide you towards a more efficient and optimized tax strategy.

Our approach begins with a simple and efficient process.

We start by asking a few key questions to understand your specific financial situation and goals. In just 20 minutes, we can gather the necessary information to develop a personalized tax reduction strategy for you.

By minimizing your tax obligations, we help you retain more of your hard-earned money, allowing you to allocate those funds towards your financial goals. Whether you are an individual, retiree, small business owner, or part of a family business, we are committed to providing you with the same level of dedication and expertise.

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WORKING WITH THE TAX REDUCTION CPA®

Did you know that many business owners and individuals pay more tax than they have to each year? If you’re like most taxpayers, you too might be giving Uncle Sam an unnecessary tip.  

Most people overpay because they don’t know how to leverage the complicated U.S. tax code. That’s why Redwood Tax Specialists has developed the Tax Reduction Strategies to help you maximize your savings—and make the complexity of the tax code work for you.

What is The Tax Reduction CPA®?

At Redwood Tax Specialists, we want to ensure that we are a good fit for all of our clients. That is why our first step is to conduct a no-obligation summary overview of your finances to determine if we can reduce your tax burden enough to make it worth your time and money. There is no cost or obligation for the tax reduction assessment.

Why work with The Tax Reduction CPA®?

To put it bluntly, if you aren’t using The Tax Reduction CPA, you’re more than likely paying more than you have to. We find this to be true almost on every review.

After our complimentary analysis of your finances, our team utilizes many tax-saving methods to decrease your payments to the government.  We will explore every possible savings option.

You can choose to continue to pay unnecessary money to Uncle Sam—or you can get started with completing a financial profile (it only takes 20 minutes) with the professional that sent you this brochure.

There is absolutely no cost or obligation to receive our assessment.

Learn How You Can Offer Tax Planning

Grow your firm with RTS
tax planning team.

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© 2023 Cash Balance Advisors | Disclosures

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