There are Better Ways to Pay the IRS
We can explore possibilities around how to eliminate or significantly reduce your tax exposure. Using one of several tax mitigation strategies available to us, we can look more closely at your specific situation and see what might be available. LIG can work with your existing relationships or make use of our partnerships with CPA’s and tax attorneys to help our clients reduce out of pocket tax costs up to $250,000 a year or more in some cases.
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Let’s get creative
We have partnered with other industry professionals and collaborate in the following areas:
- Small business cost savings
- IRA Strategies
- Qualified Retirement Conversion
- Defined Benefit Plans
- 162 Executive Bonus
- Charitable Planning
- Estate Planning/Wealth Planning
- 1031b Captives
- Oil & Gas
- Restricted Property Trusts
Your Next Step
Can I Qualify?
Unfortunately, not everyone qualifies for these strategies. Let’s explore together to find out if you can
Businesses that Trust Legion Insurance Group
what our customers are saying
Steve is one of the few people I trust, and his knowledge on the subject of insurance is second to none. I work with him personally, and have recommended him to my inner circle of friends and family.
George MoorheadBentley Properties
Steve is one of the most knowledgeable and strategic insurance planers I have ever had the pleasure to work with. His dedication to his clients and their best interest is truly one of a kind.
John EasleyTallus Capital Management