Business Owners
Proactive Tax Planning
Income taxes are, and will be your largest cost of doing business. We believe that effective planning goes beyond setting up a qualified plan such as a 401(k), SIMPLE or SEP IRA. If there are ways to optimize your cash flow and MINIMIZE the taxes that you must pay, rather than simply pushing those taxes out into the future, let's do the analysis together and come up with solutions.
We can help you purchase or sell a business in a transaction that is both tax efficient and provides you with the most value. Call today for a free consultation.
Business succession planning
Registered Representative, securities and advisory services offered through Harbour Investments, Inc., a broker-dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.
Securities and Advisory Services offered through Harbour Investment, Inc. Pathway Asset & Tax Advisory & Harbour Investments are not Affiliated. Harbour Investments does not offer tax services.
This communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IL, IN, MI, NM, NC OH, SC, TN, TX. No offers may be made or accepted from any resident outside the specific states referenced.
© 2023 All rights reserved.
Designed and powered by WebriQ.