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Tax Credits

We have a team of tax experts that can help determine if your business might be eligible for particular tax credits or refunds you may not have heard of, such as those for R&D (research and development), hiring specific categories of workers, alternative motor vehicle use, and many others.

There are many tax credits available to small businesses written into the tax code that might not be in your accountant’s scope of work. Our team of tax attorneys, CPAs and tax strategists specialize in this area, so we can help you identify and apply for credits that you might be eligible for.

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How We Help

Unique Strategies Geared to Your Needs

Not only do we deliver financial services you probably won’t find elsewhere, we also collaborate with an expanded team and pool of professionals in many disciplines in many different states. Our strategic partnerships—with experts in the tax, insurance and legal fields—were established to help you with nearly anything financial that you may need for your business or your family, including advanced services and proprietary strategies.

Tools You Can Use

Empowering you with strategies to help you succeed
  • Life Insurance Plans for Retirement Income
  • Living Benefits
  • Charitable Giving
  • Buy/Sell Agreements
  • Key Person Policies
  • Private Financing
  • Tax Reduction Strategies
  • Estate Planning
  • Employee Benefits & Retention Tools
  • Business Exit Strategies
  • Estate Planning for Farmers, Ranchers and Land Holders
  • Strategic Partnerships That Bring Value to Your Business
  • Retirement Planning
  • Medicare Services

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