The Redwood Tax Specialists
Financial Services - Stamford, Connecticut, United States
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Caution: Before moving forward with any tax strategies, including—but not limited to—the ones you see below, it is advised to have those strategies vetted by a team of experts. A team of experts will look at how the individual tax strategy(ies) will work from a holistic perspective. Our goal is to stay within the IRS guidelines and help you build a solid tax reduction plan that will last for years to come.Roth Conversion Tax PlanningTax Credit Investing OpportunitiesUtilizing Self-Managed / Private Placement Investment OpportunitiesUtilizing Retirement Accounts to Facilitate Private Placement or Private Equity Investment OpportunitiesDefined Benefit PlansCash Balance PlansCapital Gain DeferralsMonetized Installment SaleUtilizing Qualified Opportunity Zone InvestmentsFinancing life insurance for the living benefits and tax-free income as well as estate planning401(k)/IRA exit strategyCharitable PlanningCharitable FoundationDonor-Advised FundsCost SegregationInsurance Expense Management & ControlReinsurance StrategiesCaptive InsuranceFamily Office PlanningFamily Limited PartnershipsIrrevocable Life Insurance Trusts (ILIT)Third Party Business Expense Management Consultants & Cost Reduction AnalysisPremium Financed Life Insurance Retirement Savings Plans Funded in Part or in Whole with Annuities and/or Life InsuranceConservation EasementsDeduction Income Shifting Arbitrage for Reduced Tax Rates to Family MembersDepreciation Studies and Associated Method Change OpportunitiesDeferred Compensation Trust ArrangementsThe list goes on and on!BEFORE MOVING FORWARD WITH ANY FINANCIAL PRODUCTSIt would be best to first see how they fit into your holistic tax plan, especially life insurance and annuities.Redwood Tax Specialists is ready to help you make intelligent decisions. We hope you choose to take the first step in getting your free assessment by calling us today. We have helped over 1 billion dollars to stay safely at home where they belong.
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