Tax Analysis

Tax Analysis

Wealth Preservation

Over the course of the Discovery and business-consulting project, Cogent Analytics may recommend a tax analysis based on your business strategy. We use a strategic tax planning analysis to achieve your goal of wealth preservation. In a confidential setting, we gather all the appropriate data necessary to ensure we fully understand your current tax situation. With our Associated Partners, we formulate a comprehensive plan of relevant initiatives to implement with your business. Some areas included in the analysis:

    • Income Tax Planning
    • Business Structure
    • Tax Exposure
    • Insurance Structures
    • Shareholder Value

This robust plan touches on compensation, benefit, retirement, succession, and estate planning strategies that enhance the building of your wealth. In conjunction with our Associated Partners, we monitor the performance of the recommendations.

Are you interested in more information regarding our tax analysis process? Complete the contact form here to let us know.

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