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High Net Worth Tax Strategies
          

Initially, high net worth clients need tax strategies designed to help enhance the value of their estate, assist in reducing tax exposure, and work to improve current cash flow. Valentine Wealth Management offers management of:

  • Tax Efficient Portfolios for non-qualified accounts
  • Family Legacy Planning
  • Wealth-Transference Strategies
  • Cash Flow to Income Ratio analysis (based on clients age and risk factors)
  • Qualified to Non-qualified Ratio Analysis and Strategies
  • Methods to improve ratio imbalances between oversized and tax deferred portfolios
  • Strategies to increase 72T distributions from qualified plans against strategically enhanced Schedule A deductions to minimize average tax rates
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance Trusts
  • Schedule C analysis
  • Schedule A reviews

     



Advisory services offered through Valentine Capital Asset Management, Inc., a Registered Investment Advisor. Securities and Exchange Commission IARD#140861. Registration with the Securities and Exchange Commission does not constitute approval or endorsement by the SEC of the investment advisor's skills or competence.