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Insights

Deep dive into the topics we cover with clients when navigating their journey to financial independence and beyond.

Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners
Taxes, Retirement, Business Owner Planning

Cash Balance Plan Freeze and Thaw Strategy: A Smarter Tax Move for Business Owners

Most high-income business owners are looking for ways to reduce taxable income, fast. One of the most powerful levers? A Defined Benefit (DB) or Cash Balance Plan, especially when paired with a...

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Man looking at tax documents
Q&A, Taxes

How Do High Earners Like Me Actually Lower Their Tax Bracket?

Let’s be real—if you’re a high earner, there’s no “EZ form” for your tax strategy. Between equity...

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White glove financial planning and tax filing services operating out of Decatur, GA.
Serving clients in Atlanta, Buckhead, Morningside, surrounding metro areas & virtually around the world.

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