Tax strategies built for business owners

We help Raleigh entrepreneurs reduce tax liability, keep more income, and align their proactive tax plan with long-term business growth.

Explore Strategies
Strategy 1

Tax Loss Harvesting

Offset taxable gains from selling your winners by harvesting losses

Tax Loss Harvesting
Tax Loss Harvesting
Strategy 2

Tax Gain Deferral

Delay tax payments on capital gains to enhance investment growth.

Tax Gain Deferral
Tax Gain Deferral
Strategy 3

Tax Exempt Securities

Invest in tax-exempt securities to enhance your after-tax returns.

Tax Exempt Securities
Tax Exempt Securities
Strategy 4

Tax Deferred Accounts

Utilize tax-deferred accounts to enhance your investment growth potential.

Tax Deferred Accounts
Tax Deferred Accounts
Strategy 5

Strategic Investment Planning

Develop a tailored investment strategy to achieve your financial goals.

Strategic Investment Planning
Strategic Investment Planning
Strategy 6

Tax Aware Allocation

Implement tax-aware strategies to maximize your investment efficiency.

Tax Aware Allocation
Tax Aware Allocation
Strategy 8

Tax Efficient Credit

Learn how to utilize credit effectively to enhance your financial position while being tax-efficient.

Tax Efficient Credit
Tax Efficient Credit
Strategy 9

Family Gifting Strategies

Explore effective family gifting strategies to optimize wealth transfer and reduce tax burdens.

Family Gifting Strategies
Family Gifting Strategies
Strategy 10

Charitable Giving Strategies

Explore effective charitable giving strategies to maximize your impact and minimize tax liabilities.

Charitable Giving Strategies
Charitable Giving Strategies
Strategy 11

Augusta Deduction Strategies

Discover how to utilize the Augusta Deduction to optimize your tax situation while hosting events.

Augusta Deduction Strategies
Augusta Deduction Strategies
Strategy 12

Children on the Payroll Strategies

Learn how to employ payroll strategies involving your children to maximize tax benefits.

Children on the Payroll Strategies
Children on the Payroll Strategies

The 13th Strategy

Most business owners don’t know this: the IRS may help you fund long-term care protection—and make it tax-deductible.

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Built for Raleigh business owners who want proactive planning, not just tax prep.

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