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Tax Mitigation Strategies

Reducing Ordinary Income Tax

LIG has partnered with local tax strategists and CPAs who can find unique opportunities in the tax code and offset ordinary income tax for business owners, self-employed individuals, and other entities.

Below are some tax mitigation strategies:

Retirement Plans

Defined Benefit Plans

Executive Bonus Plans

Small Business Tax Savings

R & D Tax Credits

Estate Planning

Cost Segregation

Charitable Giving

tax forms

Please be advised the implementation of these strategies must be done with a trusted tax professional who “knows the ropes” of your specific situation and can advise accordingly.

Our network of professionals are up to the task if you would like input.

Reducing Capital Gains Tax

As an alternative to traditional means of reducing capital gains, LIG takes pride in using out-of-the-box methods to reduce your capital gains.

Doing so can be done with the following methods: 

Advanced Life Insurance Strategies

Structured Sales

DST Plans

Specifics on these ideas are available on a case-by-case basis.

All told, our primary objective is to solve a problem or create an advantage.

Reducing Estate Taxes

For investors seeking to keep more of their money out of government control, LIG has partnered with estate and tax attorneys to mitigate this risk and keep your hard-earned assets in your family’s name.

Several of the areas we have assisted in partnerships with are:

Legacy Planning

Trusts

Estate Planning

Estate taxes are on the rise, and if it is a priority for you to keep the assets clear from the government we have a number of strategies that can do just that.

LIG works in partnership with attorneys to develop new ways of protecting your assets and stay current with legislative changes.

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Learn More About LIG

LIG offers comprehensive services in the life and health space, with an aim towards TOTAL protection. We would be happy to have you explore in more detail.

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This material is for general information only and is not intended to provide specific tax or legal advice or recommendations for any individual.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security or insurance product.

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