Advanced Tax Planning For Business Owners
Stop Sending More Money to the IRS Than You Need To.
Advanced Tax Planning Strategies for Business Owners Seeking to Reduce Taxes by $100,000+ Per Year.
If your business is profitable and you're paying significant taxes, there may be a advanced planning strategies that can legally redirect those dollars into your retirement, family wealth, and long term financial security.
Trusted by Business Owners Nationwide
Work Alongside Your CPA
Advanced Retirement Plan Specialists
IRS Compliant Planning Strategies
The Problem
You Can Only Cut Expenses So Much.
Taxes Are Usually the Largest One Left.
Successful business owenrs eventually reach a point where revenue is not the problem. Taxes are.
Most traditional tax planning focuses on reporting taxes - not restructuring how they're paid. Thats where advanced planning begins.
Reduce Taxes
Build Family Wealth
Create Retirement Income
Keep more of what your business earns.
Redirect tax dollars into long term assets.
Build income with greater tax efficiency.
Protect Your Legacy
Create financial security for future generations.
Why Oakwood Summit
Advanced Planning Beyond Traditional Tax Adivce
Most CPAs do an excellent job preparing tax returns.
Our Role begins where traditional tax planning often ends.
We specialize in advanced strategies that help qualified business owners reduce taxes, increase tax deductible retirement savings, and build long term wealth - working alongside your CPA and advisory team.
Our Planning Areas
Advanced Tax Planning
Cash Balance Plans
Defined Benefit Plans
Executive Benefit Strategies
Business Exit Planning
Estate Planning Coordination
Retirement Income Planning
Business Succession Planning
Wealth Coordination
Client Example
Real Business. Real Opportunities
The Solution
Implemented advanced retirement plan design
The Challenge
Already maximizing every traditional retirement plan available
Business Type
S Corporation
Annual Income
$950,000
Age
52
Potential Results
Six figure annual tax reduction
Increaese retirement contributions
Accelerated long term wealth accumulation
Every situation is different. Results are unique to each individual business.
Could You Be Missing One Of These Opportunities?
Answer a few quick questions to see if advanced strategies may be right for your businses.
Do you own a business?
Do you have consistent profits?
Do you pay over $100,000 in taxes?
Have you already maximized your 401(k)?
Do you want to retire in 10-15 years?
You may qualify for advanced planning strategies
Our Process
Simple. Strategic. Effective.
Tax Savings Assessment
We review your current tax and retirement staregy
Opportunity Analysis
We identify potential advanced planning opportunities
Customized Strategy
We coordinate implementation with your CPA and advisory team
Know Your Number
Define the monthly income you need for work to become optional.
Build Your Plan
We design a strategy to close the gap between where you are and weher you want to be.
Live Life on Your Terms
Create a guaranteed stream of income so you can live with confidence and freedom.
Our Approach
Reduce Taxes
Identify advanced tax strategies and opportunities to legally reduce what you pay to the IRS.
Build Personal Wealth
Redirect more of your business income into tax efficient vehicles to accelerate wealth growth.
Create Independent Income
Build reliable income streams and assets so your lifestyle doesn't depend on your business.
Achieve Financial Independence
Make work optional - not required - by building the freedom you and your family deserve.
The Challenge
You've build a successful business.
Now it's time to build a life that doesn't depend on it.
Most business owners pay more in taxes than necessary and have no clear strategy for moving money out of thier business and into long term personal wealth.
We help you change that.
What We Help You Accomplish
Lower your tax bill with advanced strategies
Accelerate personal wealth accumulation
Build reliable income for the future
Protect what you've built
Create options and flexibility for you and your family
All aligned toward your financial independence
Ready to find out?
Wondering Wheather You're Paying More Taxes Than You Need To?
Our complimentary Tax Savings Assessment will determine whether adanced plannign strategies may help reduce taxes an build more long term ewaalth for you and your family.
No cost, no obligation
Work alongside your CPA
Honest, straightforward advice
If there's no meaningful opportunity we will tell you
Intended for established business owners with meaningful annual tax liability