Broker Check

Tax Advantaged Products

Charitable 

  • Charitable Trusts
  • Private Foundations
  • Charitable Conservations

Medical

  • Medical Expense Reimbursement Programs
  • Health Savings Accounts

Education

  • Education Savings Accounts
  • 529 College Savings Plans
  • UGMA/UTMA Accounts

Retirement

  • Tax Free Retirement
  • Non – Qualified retirement Plans
  • Traditional IRA
  • Roth IRA
  • Defined Benefit Plans
  • Solo 401k Plans
  • Simple IRA plans
  • Back Door Roth
  • Mega Back Door Roth

Capital Gains Products

  • Section 1031 Exchange for Capital Gains
  • Opportunity Zone for Capital Gains
  • Installment Sales for Capital Gains

Investments

  • Tax Loss Harvesting

Debt Reduction Products

  • Qualified Disaster Distribution/Repay

Tax Credit Optimization

  • Georgia Film Credits
  • Research & Development Credits
    Implementation of some products or strategies may require reaching out to our advanced

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