Tax, Estate and Asset Protection Planning must be comprehensive and must work within the business and financial structure of a family or individual. We provide our clients with tax, asset protection and wealth accumulation structures that are effective, efficient and practical. We have assembled a multi-disciplined group of tax, legal, accounting and insurance professionals who have associated to provide clients with creative tax planning, proven asset protection strategies and structures and wealth transfer programs. We utilize a wide range of advanced strategies which include domestic and offshore asset protection structures, dynasty trusts, creative domestic business structures, specialized non-ERISA employee benefit programs for tax reduction, wealth transfer and asset protection, and offshore life and captive insurance programs. Our firm has developed strategies to utilize funds in qualified accounts (IRA, 401k, 403b and Keogh) for real estate investments and other high-yield non-traditional areas, and has created specialized real estate investment programs for private funds. In addition, we have unique programs which utilize not-for-profit organizations in tax planning and asset protection and are specialists in domestic and international gifting programs and endowment fund development. We maintain a highly trained staff and alliances with top professionals in each area of specialty for your benefit. Contact me at 305-822-8161, Skype - SouthwellCPA