Advanced Tax Planning Strategies That Actually Save You Real Money
Keep more of what you earn with tailored, code‑based tax strategies for high‑income earners and business owners.
Reduce tax by 15–35% using compliant, advanced tax planning strategies.
Designed for business owners, investors, and high‑income professionals.
Implemented by CPA‑attorneys who understand both tax law and real‑world business.
Overpaying Tax Because “Planning” Sounds Too Complicated?
Most business owners and high‑income earners suspect they’re overpaying tax. They also suspect there are advanced tax planning strategies they’re not using. The barrier is simple: complexity, jargon, and no one clearly showing the math on how much they could actually save.
Advanced Tax Planning Strategies As a Done‑For‑You Service
This is not a course or a DIY checklist. It’s a structured service where a CPA‑attorney reviews your situation, identifies which advanced tax strategies apply to you, and helps you implement them correctly. The goal is simple: legally reduce your tax bill while staying fully compliant.
What this service includes
Detailed review of your income, entities, and existing returns.
Identification of suitable advanced tax planning strategies based on your facts.
Clear projections of potential savings, in dollars, before you decide.
Implementation support (documentation, structuring, and coordination with your existing advisors).
Ongoing review so your strategy adapts as laws and your income change.
Who Advanced Tax Planning Strategies Are Best For
You don’t need to be a public company or billionaire.
You just need meaningful income and a willingness to treat tax planning as a profit centre, not a painful afterthought.
Business owners with $300k+ in annual profit.
High‑income professionals and investors with large capital gains events.
Owners considering or having recently sold a business or property.
Individuals who already “do taxes” but have never had a proactive tax strategy review.
Our 3‑Step Advanced Tax Planning Process
Step 1 – Discovery Call
You share your situation: income, entities, major assets, and upcoming events (sale of a business, property, options, etc.).
We clarify your goals: reduce current tax, manage a one‑time event, or build a multi‑year plan.
Step 2 – Strategy Design
We map out which advanced tax planning strategies are viable for you, and show you projected savings before you commit.
This can include enhanced business deductions, accelerated depreciation, captive insurance, strategic investments, and charitable strategies.
Step 3 – Implementation & Support
If you proceed, we help implement the structure, documentation, and timing so the strategy actually holds up.
We coordinate with your existing accountant where necessary, or act as your primary tax team.
Examples of Advanced Tax Planning Strategies We Implement
1. Business Expense Optimization
We examine your operating costs and reclassify missed deductions so more of your legitimate spend becomes tax‑deductible.
This often includes overlooked areas like home‑office allocation, vehicles, software, and professional services.2. Accelerated Depreciation (Section 179 and Bonus Depreciation)
If you invest in equipment, vehicles, or certain improvements, we structure purchases so you can deduct more, sooner.
Used correctly, this can shift tens or hundreds of thousands of dollars out of this year’s taxable income.3. Captive Insurance / Section 831(b) Planning
For qualifying businesses, we structure a compliant captive insurance company so your operating business deducts premiums while the captive is taxed more favourably on its income.
This is strictly for businesses with sufficient revenue and genuine insurable risk; if it doesn’t fit you, we won’t recommend it.4. Strategic Investments (Solar, Opportunity Zones, Select Energy Projects)
We help evaluate and implement investments that were explicitly designed by law to carry tax advantages.
The goal is to combine economic sense with targeted credits and deductions, not chase tax benefits alone.5. Charitable Planning Using Appreciated Assets
Instead of writing cheques, we help you donate appreciated assets so you may avoid capital gains while potentially deducting the full fair market value.
For the right profile, this can meaningfully reduce tax while supporting causes you care about.
FQA
Advanced Tax Planning Strategies – FAQs
Q: Is this legal?
Yes. Advanced tax planning strategies rely on sections of the tax code that were designed to encourage specific behaviour (investment, hiring, philanthropy, etc.).
Your plan is built around what the law clearly allows, not grey‑area schemes.
Q: How much can I realistically save?
It depends on your income, structure, and which strategies you qualify for.
Many clients see annual savings in the tens of thousands; some see six‑figure annual savings when planning around large exits or capital gains events.
Q: When is the right time to talk to you?
The best time is before a major transaction or before year‑end, when more strategies are available.
If a big event just happened, it’s still worth a review—some options are still available within specific time windows.
Q: Do you replace my existing accountant?
Not always.
In many cases, we design the strategy and collaborate with your existing accountant on implementation, or we become your primary tax team if that makes more sense.
Q: What does this service cost?
Pricing depends on complexity and scope.
The goal is that projected tax savings significantly exceed the fee, and you see the approximate math before committing.
Q: Can I do advanced tax planning on my own?
You can attempt pieces of it, but the real value is in coordinating multiple strategies, documenting them properly, and staying ahead of changes.
Most clients come to us after realising DIY planning left a lot of money on the table.
(Add or adjust more FAQs to match what you see most often on calls.)
Your Trusted CPA & Attorney
Stop Guessing. Start Planning.
If your income or business has outgrown basic tax prep, you’re probably leaving real money on the table.
Advanced tax planning strategies can change that—provided they’re tailored to your situation and implemented properly.
Related Services Available
At CPA Attorney, we specialize in guiding both business owners and individuals towards financial success through meticulous tax and financial planning. Our experienced CPA lawyers provide personalized solutions to ensure your financial stability both now and in the future.
Secure your legacy by implementing organized strategies for the future. Our estate planning services ensure that your assets are protected and your wishes are honored, providing peace of mind for you and your loved ones.
Set up the appropriate legal framework for your company to optimize tax advantages and safeguard your possessions. Our expertise in business entity creation helps you choose the right structure for your business needs.
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CPA Attorney is a one of a kind tax firm specializing in tax, financial services. CPA Attorney works with you to achieve the best possible outcome now and in the future.
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