Cayman Capital Management, Inc.
Your Trusted Partner in Tax-Efficient Wealth Management
Cayman Capital offers financial strategies that can protect income and your portfolio from recession, will boost buying power and protect against inflation, have ZERO net cost long term, and are guaranteed not to lose principal. These are investment strategies that maximize income while minimizing or eliminating taxation on that income.
Cayman Capital is a full-service Independent Registered Investment Advisor, specializing in Retirement and Supplemental Income Planning Strategies that Minimize or Eliminate Taxation for Assets under Management, Stock Market and Real Estate Capital Gains Strategies, and Customizes Revenue Strategies for Business Entities and Sole Proprietors.
Cayman Capital offers to perspective stock market clients who have portfolio accounts that are already invested in the stock market customized strategies designed to protect from market losses due to volatility or adverse events.
Cayman Capital offers portfolio and asset management tailored to individual and business needs, with tax-efficient wealth management solutions, and does not carry inventories of preferential securities to sell to clients. We also offer asset-protected savings plans, and structured financial strategies and customized portfolio modeling.
Meet The CEO
Dennis Noss
Founder/CEO
IRS Enrolled Agent
Registered Investment Advisor
Dennis Noss has a Masters of Science in Finance and Accounting from the University of Leicester in England and Masters of Public Health from Loma Linda University in California.
(Dr.) Dennis Noss practiced medicine as a podiatric surgeon before deciding on a full-time career as a tax strategist and licensed financial advisor when he was offered the opportunity to take over his family’s financial advisory business. Dr. Noss is currently licensed as a podiatric physician and surgeon.
Dennis Noss studied at The American College of Financial Services and studied Federal Taxation and Tax Law Controversies at the Tax Law Institute in Washington, DC. where he was mentored by a retired Federal Tax Court Judge and, he has several security licenses.
Dennis Noss has been active in the financial industry for more than 20 years.
Dennis Noss is a long standing and current investment professional Member of CFA Institute and is a Member of the American Association of Professional Technical Analysts and, has also served on the Board of Directors of AAPTA.
Dennis Noss has Series 66 and Series 3 Security Licenses. He also executed trades as a Series 55 / Series 57 Professional Trader to trade Equity and Convertible Debt Securities on both a Principal and Agency basis. He is also an active member of the San Francisco Security Traders Association.
Dennis Noss has traded markets on the Chicago Mercantile Exchange and Securities as a licensed professional trader and market maker on the Philadelphia, NYSE and NASDAQ Stock Exchanges, and was a Trader for Bright Trading, a Broker Dealer member of the NYSE Chicago with security transactions clearing through Goldman Sachs.
Dennis Noss stock market expertise comes not from passing a regulatory examination as an Investment Advisor, but from years of hands-on market research and analysis and trading as a professional equity agency trader.
Dennis Noss is regulated as a fiduciary by the Department of Financial Oversight. As a fiduciary it is his responsibility to strive to achieve the best results for his clients.
Dennis Noss also represents clients who have been notified of deficiencies by the IRS.
Dennis Noss is Federally licensed as an Enrolled Agent by the Department of the Treasury, with unlimited rights to practice before the IRS concerning all tax matters including retirement plan actions, and appeals.
Dennis Noss limits his tax practice to representation, business tax planning, asset and investment tax planning strategies, integrating financial services when appropriate. He does not do tax-returns for clients and will refer you to a CPA or tax attorney if needed.
Dennis Noss is a past President of the IRS Enrolled Agent Society in San Jose, California. The license to practice as an Enrolled Agent is the highest credential issued by the Department of the Treasury to the IRS for competence in Federal Taxation. Some CPA’s and attorneys also have this designation. Very few Investment Advisors also have this designation.
Our Clients benefit from professional Tax and Financial Retirement Planning from a financial services consultant, investment advisor and seasoned stock market analyst, who has the tax perspective of an experienced IRS Enrolled Agent.
Our Clients can have individual access to our dedicated team of professionally licensed financial analysts, stock market analysts, Tax and Estate Attorneys, CPA’s and other professionals, with additional specialized skills who also have many years of experience.
Our Clients benefit from the added value of collaborative expertise, from having the opportunity of participating in comprehensive team approach for wealth management and retirement planning.
Our Clients benefit from recommended strategies that are customized for retirement or supplemental income accounts that are designed to give you a greater income instead of a greater income tax.
Dennis Noss as the CEO of Cayman Capital. Inc. leads a group of experienced and qualified professionals who are passionate about helping individuals, families, and businesses, achieve their ideal retirement and best possible lifestyles.
PROFESSIONAL MEMBERSHIPS
- California Society of CPA’s
- Association of Accredited Small Business Consultants (Member)
- Certificate in Tax and Business Consulting (Curriculum)
- Certified Federal Retirement Consultant (Contractor United States Federal Government)
- California Society of IRS Enrolled Agents (Board of Directors & Prior President Mission Chapter)
- Chartered Financial Analyst Institute (CFA)
- American Financial Education Alliance (AFEA)
- CA. Assoc. of Realtors Certified Probate & Trust Specialist (CPTS)
- Board of Directors Santa Clara County Realtors Foundation
- National Association of Realtors (DRE License. 02198169)
- Fixed Income Analysts Society, Inc. (FIASI)
- American Assoc. Professional Technical Analysts (AAPTA)
- San Francisco Chapter Security Traders Association (STA)
- National Futures Association (NFA)
Why Work With Us
Specialized Tax Expertise
– IRS Enrolled Agent
– Certified Retirement Consultant
– Securities Licensed Registered Investment Advisor
Specialized Structured Portfolio Offerings
Individually designed tax-efficient investment strategies.
Investment Portfolio Management
Cutting-edge financial models to maximize wealth.
Comprehensive Business Tax Planning
Tailored financial solutions for professionals, corporations and sole proprietors.
Key Person Retention
Benefits that save administrative costs with no employer liability for the retirement plan, and that also has high growth and income with increased company valuation.
Asset Protected Retirement Plans
Tax-advantaged strategies that will enhance individual income streams from your qualified and non-qualified plans, assets and investments, and maximize retirement savings to last longer for a better lifestyle and for unforeseen emergencies.
