CEO | Business Development
My personal area of expertise is consulting with business owners, high earning w-2 employees, beneficiaries of large liquidity events and generally any tax payer who are over paying their taxes. I am a firm believer that as citizens of this great country we should all pay in much as taxes as we are obligated to……but not a penny more. I have spent countless hours studying, and then educating tax payers, tax preparers, advisors and consultants on various appropriate tax incentives located in the code. Whether the tax liability is from business income, personal income(w-2) or a liquidity event (capital gains) there are various solutions and incentives available to help the tax payer keep and put to work more of the money they are making.
Knowledge is power and provides opportunity.
My background in health benefits and business risk management has lead to my participation in the creation of new program we call a MARC (Medical Allied Reinsurance Company). We assist businesses in setting up their own reinsurance company to process claims and hold reserves for self-funded plans. The application creates an excellent tax-advantage for surplus reserves utilizing section 831(b) of the tax code. As a VEBA Trust alternative, the MARC utilizes 831(b) to mitigate claims risk and significantly reduce taxes while giving the employer more control and flexibility in the use of the surplus. (for more information on the M.A.R.C. see the article I wrote listed on my page)
My education about the risk and tax mitigation associated 831(b) has directing my future and has led me to addition tax mitigation strategies that can be used to help my clients.
Together Strategic Associates and The Alivint Group makes up a forward thinking network of professionals. We have a specialist for every financial service available. Alone we can not be everything to everyone but together our group creates significance and provides the most comprehensive portfolio of financial protection and growth services available.
-831(b) Insurance management and consulting
-Tax mitigation consultation/planning
-Health Insurance (individual, Medicare)
-Home and Auto insurance
-Will and Trust (family planning services)
Our network and product offerings are extensive and we will care for you and your future. Our mission is to: “Empower A Living Intent” Alivint
Phone: (801) 641-2956
Fax: (435) 514-7771