Business Planning: Tax advisors

Professional Strategies


 

Business Planning

Business planning and financial management can be time consuming. As tax advisors and wealth management experts in North Dallas, Wave Wealth can help you.

Business owner’s time is valuable. It is much more profitable to be spending time in your business rather than on your business. For many businesses, there are a multitude of issues that need to be addressed, but are not.

Our tax code allows for many types of entities. Often, businesses are created in a structure that makes sense at that time, but as it has grown, is no longer appropriate or advantageous. Many factors should be considered when analyzing the correct entity: taxation, protection, growth, and exit strategy to name a few. Sometimes multiple business lines are conducted under one entity when it may be more profitable or desirable to have separate entities. Let Wave Wealth's tax advisor help with your businesses tax needs.

Wave can help your business in many areas:

  • Buy / Sell Agreements
  • Tax Optimization
  • Asset Protection
  • Sale / Liquidation Planning
  • Employee Retention
  • Retirement Plan Design