CPAs

With everchanging tax rates and debt levels on the rise, reducing exposure to higher tax rates during retirement is now, more than ever, an integral focus of comprehensive tax planning.  Strategic Alliance Wealth Group’s experience and expertise provides specialized strategies to our CPA Partners, most affluent clientele with an asset that not only accumulates in a tax efficient manner, but also allows changes to the allocation of the underlying investment without causing a taxable event.

This unique, creative strategy also offers a tax-exempt status on distributions and transfers for clients who will have to pay estate taxes, allowing them to secure their future legacy effectively and efficiently. Unlike many traditional investments, CPA Partners can be assured that there will be no hidden or  surprise taxation incurred, when filing the client’s tax returns. SAWG’s strategies have also been utilized by non-profit organizations such as universities, charities and hospital groups to retain high earning employees, and mitigate exposure to the 21% excise tax per Internal Revenue Code 4960.