The Strategic Tax Advantage

The Strategic Tax Advantage provides an educational process intended to minimize your tax burden through the use of insurance and other financial instruments. This process involves gathering data and collaborating with the client’s legal and accounting teams to legitimately allow the minimization of ordinary income, capital gains and estate taxes.

Mr. Myer is known as a master of creating tax-exempt wealth. With his comprehensive knowledge of tax strategies and the estate tax process, he helps you become aware of “hidden” assets that increase the value of the estate such as annuities, life insurance, IRAs and some trusts. He collaborates with his client’s legal and accounting teams to develop and execute tailored strategies to reduce taxes which result in significant financial rewards.

Businesses may minimize their tax liabilities by establishing a captive insurance company. A captive insurance company is a closely held insurance company whose business is primarily supplied by and controlled by its owners. In other words, captives are insurers owned by the insureds and organized for the purpose risk management. Before a business considers a captive insurance company, the Myer Financial Group will assist the business owner in analyzing the tax and financial opportunities. During the past two decades, business communities have become more sophisticated in analyzing and understanding risk exposures. Captives offer numerous advantages and may provide an alternative to purchasing insurance from conventional insurance companies.