Advanced Tax Planning

Our firm has a deep knowledge and expertise in developing, monitoring and fulfilling compliance reporting for small captive insurance companies. Captives can be an effective risk mitigation and tax saving tool for many clients who have become frustrated with the cost and inefficiency of their insurance and tax options. This type of knowledge is highly specialized but provides significant value to the right client. Our firm has developed a rare proficiency in this area, which attracts successful business owners and entrepreneurs searching for a “better way” to mitigate their risks and taxes.

We have strategic relationship with Arsenal Insurance Services one of the leading captive insurance designers and management companies in the U.S. This relationship provides our captive clients with top-notch advisory service in this important area of business planning and strategy.

Our firm also collaborates with our clients and their other trusted advisors in the area of estate planning. Whether our client’s estate is in danger of being taxed or not, our firm provides value-added strategy and advisory services to our clients in this area. We work with top advisors throughout Texas and beyond on a wide array of strategies tailored to fit each client’s specific need.