In today’s complex business landscape, unchecked tax liabilities can erode your company’s financial health. Our Advanced Business Planning services are tailored to reduce these liabilities to improve your company’s profitability.
Our team of seasoned professionals offer uniquely specialized strategies tailored to pursue the evolving needs of your business. While there are a variety of Advanced Planning Strategies our advisors utilize, we believe there are two areas of planning that have differentiated us, making our team a sought-out resource by clients and other advisors within the industry. Along with your tax and legal professionals, we work to mitigate income and capital gains taxes for the closely held businesses, executives and individuals.
For closely held businesses with ordinary income, our advanced planning services are designed with a goal to minimize income tax liabilities and maximize contributions to properly designed retirement plans as made available in the Internal Revenue Code. In conjunction with your tax professional and ERISA enrolled actuaries, we aim to make your retirement plan work for you.
For assets that have significantly increased in value—whether through real estate, stock investments, or other high-value holdings—capital gains taxes can become a substantial financial burden when it comes time to sell. Along with your tax and legal professionals, strategic LLC planning with charitable intent can reduce this tax burden, while preserving liquidity and control over your financial resources. This strategy can also be used to reduce income tax for highly compensated employees.
At Christopher Edwards Financial Associates, we empower you with comprehensive strategies that safeguard your business’s assets and strive to optimize financial performance, in order for our clients to feel well-prepared to navigate the complexities of the market and works towards sustainable growth.
Christopher Edwards Financial Associates and LPL Financial do not provide tax services. Please consult your tax advisor regarding your specific situation
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Colts Neck, NJ
9 Professional Circle, Suite 204
Colts Neck, NJ 07722
Office: (732)409-2644
Fax: (732)409-6731
Westwood, NJ
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Office: (201) 383-0630
Fax: (201) 383-0633
Securities offered through LPL Financial, Member FINRA www.finra.org and SIPC www.sipc.org. Investment Advice offered through Fortis Group Advisors, a Registered Investment Advisor. Fortis Group Advisors and Christopher Edwards Financial Associates, LLP are separate entities from LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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