TAX PLANNING & FINANCIAL SERVICES FOR BUSINESS & INDIVIDUALS
Financial Services should be considered as an important factor for many business and individual tax planning designs. Our firm may recommend participating with a designated CPA / Tax Attorney or Estate Planning Attorney or other Attorney with specialized knowledge, or with an Attorney or CPA of your own choosing, when a collaborative approach is appropriate and when a financial services component may present significant tax advantages to implement a successful plan and for an existing plan.
Each industry is a niche that can benefit from customized financial service choices for that industry, when included as part of a business income and tax-reduction plan. However, specific tax planning expertise that include financial services can in many cases, differ significantly for different types of business enterprises and professions. Customized Tax Planning that includes Financial Services is Industry Specific. The medical profession is one example.
Dr. Noss was in clinical practice as a podiatric physician and Surgeon for many years and was an owner of an ambulatory surgical facility. Dr. Noss medical background, and background as a Financial Advisor and IRS Enrolled Agent, gives him intimate knowledge of the special needs of a medical services business for individualized tax planning and for beneficial financial service choices, that offer preferential benefits to Doctor Groups, Hospitals, Assisted Living Corporations, Skilled Nursing Facilities, Medical and Dental Clinics, and other medical service organizations, including strategies such as Bank Guaranteed Leveraged Savings Plans for Physicians that can triple retirement income without the tax.
IRS individualized tax planning that integrates the proper use of Financial Services requires strict adherence and continuing compliance to many tax rules. This is a specialized skill that makes our services unique.
There are many such choices of preferred strategies that are distinctively specialized for Individual Physicians, Doctor Groups, Medical and Dental Clinics, Hospitals, Assisted Living Corporations, Skilled Nursing Facilities and other medical service organizations, that can protect from loss, and accelerate growth to maximize a larger supplemental income.,
Cayman Capital provides Specialized Tax & Financial Planning and Business Tax Consultation not only for Medical Service Providers, but for Eligible Individuals and for Owners of Business Entities and for employee key person retention and recruitment, over a Broad Spectrum of Different Industries.
Non-Profits including Foundations, Charities, Law Practices, IT Companies, Engineering, Real-Estate Investors, Churches, Schools and Universities, Farmers and Ranchers, Farm Cooperatives and Vineyards, Sports Personalities, High Net Worth and Family Office.
Properly structured retirement plans or future income supplemental plans that incorporate the the tax benefits and the 3×1 income leverage of premium financed financial services, are a major incentive for employee retention and recruitment.
Virtually all industries can benefit from simple or complex tax-reduction strategies that include financial service elements and strategies can be designed to differ significantly for owners and the employees depending on the needs of the business. The appropriate customized financial services component is specific for each industry and financial service variations in design can also differ significantly for different types of business enterprises and professions. Financial tax planning should always consider financial services.
” It’s important that CPA’s remain the trusted advisors and preferred providers of financial advisory services to consumers everywhere.” *
*Denise Froemming. CalCPA President & CEO, California CPA December 2021 Issue
Compare a courtesy financial services premium finance designed illustration for yourself or your company, and see benefits significantly better than employee stock options, RSU’s, or even bonuses, which are taxed at 22%. Read Key Person Recruitment and Retention Benefits under “TAX-FREE INCOME PLANS.” Also see if your present qualified retirement plan is eligible for a Qualified Leveraged Strategy.
Consider taking advantage of the free evaluation and free virtual consultation offered.
Cayman Capital, Inc. is dedicated to your financial well-being through personal, professional or business transitions throughout your whole life. Protection and safety are key elements to providing you the services you need.
Our firm’s primary mission is to obtain the best possible results for our clients.
We work with clients from California and from other states and foreign nationals.