A business owner seeks advice on the most tax-efficient way to manage his various stock market and real estate holdings. Darren's Story
Darren is a business owner at a large construction company with significant real estate holdings and assets in the stock market. The Advisor Guide was able to lead him down the right path to tax efficiency and savings.
Pain Points
NEED OF THE HOUR
In his search for alternate investment vehicles that considered tax planning, Darren was seeking an out-of-the-box solution to diversify his assets in the stock market and consolidate his significant real estate holdings.
Goals and Objectives
ADDRESSING THE CHALLENGE
- Invest efficiently
- Save on tax
- Reduce tax liability
How TAG
Helped
OUR SOLUTION
Big businesses require even bigger solutions that can stand the test of time. The Advisor Guide was able to help Darren with systematic advice on the different ways to invest his corporate dollars and the various ways to:
- shield him from unnecessary taxation,
- maximize return on assets,
- and help offset tax liability in the future.
By introducing a new asset class that best matched Darren’s business, our advice was able to protect him from further avoidable taxes.
Outcome
PLAN FOR THE FUTURE
Darren now has an asset that’s growing and will assist in his estate planning process down the road.