Tax Planning

Create Non-Taxable Income

Understand what is possible to create non-taxable income. There is a world of non-taxable income possibilities. We help you understand the thoughtful options that exist for you.

Maximize Deductions & Tax Credits

Understand what is available to you and your business specifically. We show you legal ways to maximize deductions and tax credits. Click on any of the listed strategies below to get a no cost and no obligation estimate of tax savings you may qualify for:

Business or Capital Asset Sales

Understand how to legally minimize exposure to capital gains when you decide to sell a business, capital asset, commercial or high end real estate.

Cost Segregation | Section 179 D | Property Tax Mitigation | Historical Tax Credits | Section 45L Tax Credits | R&D Tax Credits | Hiring Tax Credits

Next Steps

We encourage you to take the next step and learn more about how our unique tax planning can help you and your family.

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. Thoughtful Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Thoughtful Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

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