Our Services
Below is a brief outline of some of the strategies we do at Conaway & Conaway:
Wealth Building Strategies:
- Finding hidden assets
- Potentially increasing income
- Real estate investor strategies
- Business owner strategies
- Marketing strategies
- Risk reduction offset strategies
- Year end strategic tax planning *
* Coordinated with your tax advisor & attorney
Wealth Preservation Strategies:
- Wealth transfer to the next generation
- Exit strategies
- Charitable & legacy planning
- Asset protection planning*
- Zero estate tax planning*
- 1031 alternatives & 1031 exchanges*
* Coordinated with your tax advisor & attorney
Asset Allocation Strategies:
- Potentially withdraw income from your IRA before age 59 1/2 without penalty
- Alternative Investments
- Cash Flow Assets
- How to guarantee & insure income for life
- Is your portfolio tax efficient?
- How much should you convert to a ROTH IRA in 2010?
Real Estate Strategies:
- Strategies designed to potentially increase your cash flow in investment properties
- Real Estate professional status
- Asset protection strategies designed to potentially preserve your real estate
- Alternatives to a 1031 exchange
- The uses & pitfalls of 1031 deferred exchanges
- How to use tax exempt trusts when selling real estate
- DST's (Delaware Statutory Trusts)
Business Owner Strategies:
- Strategies designed to potentially increase your bottom line and cash flow
- Determining the best legal entity that best suits your business or profession
- How to contribute up to 80% of an owners income into a pension plan
- The new ROTH 401(k) plan & tax free retirement distribution
- Exit strategies for selling your business that are designed to reduce income and capital gains tax*
- Are you self-directing your own retirement plan?
* Coordinated with your tax advisor & attorney
|
