Individual Tax Planning
Smart tax planning isn’t just about reducing this year’s bill it’s about preserving more of your wealth for the future. Strategies like Roth conversions and proactive Required Minimum Distribution (RMD) planning can minimize tax drag in retirement and maximize tax-free income. Without a plan, Uncle Sam may become your biggest beneficiary. With one, you can pass on a stronger legacy to the people and causes you care about most
What do you think will happen to taxes in the future?
Do you know how much in taxes you will pay during your lifetime?
Do you know how much taxes your children will have to pay on your assets?
Proposed strategy results in
$594,344 less
total Federal tax paid than the Reference strategy
New Client Process
Tax
Assessment
Free 30-minute call to determine their needs, how much we can save them and the best next steps.
Initial Tax
Plan
Review of prior years returns and a “blueprint” plan to determine strategies moving forward.
Implementation
Plan
Onboarding and ongoing meetings
Year-End Tax
Planning
Tax Calculations and planning to be as proactive as possible.
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start your CAD journey. Want to uncover the truth about IUL? Read IUL
Exposed and transform your financial mindset.
Business Owner
Tax Planning
Strategic tax planning is one of the most powerful tools business owners have to increase profitability and long-term wealth. By proactively managing deductions, entity structure, and cash flow, you can reduce your tax liability and reinvest more into growth. It’s not just about saving money today it’s about building a stronger financial foundation for the future.
Step 01
Proper entity selection
7-Step Tax Solution
Step 02
Use a little-known IRS rule to rent your home to your corporation for up to 14 days tax-free every year!
Step 05
Use our “Kick the Can” Plan to defer up to $15,000,000 in taxable income. This is the only tax strategy that allows you to decide exactly how much you want to pay in tax each year.
Step 03
Hire your under-18 children in the business to get $15,000 per child tax-free.
Step 06
The Hangover Pills: Your cure to capital gains to avoid/defer the tax on the sale of a highly appreciated asset.
Step 04
Use lower tax brackets around you: Support your parents? Kid’s over 18? Shift some of your income to their lower tax bracket!
Step 07
Use your tax savings to fund your dreams and build a tax free future!
Business Owner
Tax Planning
Strategic tax planning is one of the most powerful tools business owners have to increase profitability and long-term wealth. By proactively managing deductions, entity structure, and cash flow, you can reduce your tax liability and reinvest more into growth. It’s not just about saving money today it’s about building a stronger financial foundation for the future.
7-Step Tax Solution
Step 01
Proper entity selection
Step 02
Use a little-known IRS rule to rent your home to your corporation for up to 14 days tax-free every year!
Step 03
Hire your under-18 children in the business to get $15,000 per child tax-free.
Step 04
Use lower tax brackets around you: Support your parents? Kid’s over 18? Shift some of your income to their lower tax bracket!
Step 05
Use our “Kick the Can” Plan to defer up to $15,000,000 in taxable income. This is the only tax strategy that allows you to decide exactly how much you want to pay in tax each year.
Step 06
The Hangover Pills: Your cure to capital gains to avoid/defer the tax on the sale of a highly appreciated asset.
Step 07
Use your tax savings to fund your dreams and build a tax free future!
Disclaimer
At LIFE180, we’ve formed strategic partnerships with trusted CPA firms, tax advisors, and registered agents to ensure our clients receive expert guidance. We begin with a thoughtful intake process to understand your financial goals and align our recommendations with your values and beliefs about money. While we help guide the conversation, all tax-related decisions should be discussed directly with a licensed tax professional.
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