What We Do

Based on each clients situation and desired goals we put specific plans in place to minimize taxes, protect assets through a variety of vehicles, and advise clients how to use and manage hard earned assets to produce a retirement plan to support desired lifestyle's and provide an estate plan for their families.

 

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Federal Tax Planning

Federal tax planning by educating the clients on what type of items athlete's are able to deduct in order to minimize tax liability and providing a system to track these items.

Residency Support and Planning

Florida and other state residency support and planning to eliminate or reduce other state income taxes on signing bonuses. This includes recalculating wage apportionment calculations for W-2's issued erroneously to get the client the refund of the over withheld state income taxes allocated erroneously to the non-resident states.

Collaboration

Work with the agents and managers to structure the most after tax beneficial contract possible.

Home Office and Bill Pay Services

Cash flow Analysis, Budgets, and Forecast

Estate planning