Tax Planning Solutions

Expert Tax Saving Techniques for Wealthy Americans!

Swat Advisors is America’s most trusted Tax Planning firm. We’ve helped millennials keep there hard earned income and reaching peace of mind by reducing their fears with our customized and optimized relief plans.

In order to minimise your tax payment, tax planning enables you to make the greatest use of the tax exemptions, deductions, and perks provided by the government. It is the examination of one’s financial status from the standpoint of tax effectiveness. You may decide how to respond to certain tax items in the most tax-efficient way.

Expert Tax Planners are ready to ease you from your financial planning stress!

Tax savings are guaranteed while still being compliant with the rules and regulations of the Income Tax Act of 1961. Tax planning’s main goal is to reduce one’s tax liability and save money. The easiest and most efficient strategy to reduce taxes is to create a financial plan and stick to it whenever your income changes. Making tax-saving investments before the beginning of the year is also a useful habit to develop rather than making rash and frequently bad investment decisions at the last minute. Knowing all of the exclusions and deductions that are available to you is essential in order to do this.

WHAT IS THE PURPOSE OF TAX PLANNING?

Analysis of your revenue and preparation of tax returns with the intention of minimising your overall tax burden for your company are the objectives of tax planning. Savings and improved cash flows are benefits of tax planning. Tax planning is for agency owners who wish to reduce their tax payments and the amount of taxes they owe each year. Agency owners can better think through how their income levels impact their duty to make payments and how to manage the timing of those payments by making these payments in advance.
Tax planning helps to minimise litigation, it helps to ensure economic stability, to reduce litigation and leverage productivity.

HOW DO PRIVATE EQUITY FIRMS DODGE TAXES?

By funding money offshore, the private equity sector is completely legal and pays little tax. You can invest money in different sectors like stock market, IPO, bonds, debentures, fixed deposits, in commodities like gold, silver, copper, crude oil, wheat and alternatives can be crypto currency, art work etc. corporations that invest in private company stock with the intention of exiting at a greater valuation later is what is called as private equity.

COMING TO THE M&A PROFESSIONALS
By offering advice through tried-and-true methodology, deal execution, and industry relationships, mergers and acquisitions consultants assist firms in managing strategic or financial acquisitions. M&A consultants assist their customers in finding targets that provide advantages including a technology competitive edge, market development into new geographic areas, and personnel with specialised industry experience. WHY SEEK THEM OUT? The goal of business modelling, transaction structure, and price advice used by mergers and acquisition experts is to determine the strategic advantages of the target firm. Finding possible buyers, doing in-depth financial research, due diligence, negotiations, appraisals, and risk assessment are all tasks that a skilled consultant must complete for the agreements. carrying out business valuation Create an acquisition strategy, plan an acquisition are all strategies carried out by M&A professionals.

PRE – SALE INCOME TAX STRUCTURING
So it makes sense that tax preparation would not always be a top priority. While the majority of business owners will listen to professional advice from the standpoint of the company, personal tax planning in advance of a business sale should not be disregarded and, if done properly, could produce pleasantly surprising net cash benefits as well as secure wealth that will change lives for future generations. Active planning offers the chance to arrange and tax-efficiently transmit long-term, life-changing money for one’s family. Today, a number of outside forces are at play to motivate company owners to be proactive with their estate planning.

POST-SALE INCOME TAX STRUCTURING
The conditions of a business sale’s structure and tax ramifications can significantly affect how profitable the transaction will be, enough to alter your post-sale life and career aspirations. It’s essential to hire a competent specialist to walk you through your options, guide you around any traps, and help you get the most out of your investment.

EXECUTIVE RETIREMENT PLANS
A few essential workers might get additional income through a supplemental executive retirement plan (SERP), which can greatly influence their decision to stay with the firm for a longer period of time. Even if cash flows or investment money might be used to pay SERPs, the majority are supported by cash value life insurance plans. The insurance is purchased by the employer, who also pays the payments and has access to the policy’s cash value.

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Corporate Tax Reduction Strategies

How can successful businesses avoid paying US income taxes?

Large businesses employ a confusing array of tax deductions and incentives to reduce and even completely get rid of their corporate income tax bills. Other methods that big businesses might reduce their tax obligations include accelerated depreciation, tax credits, and the expensing guidelines for employee stock options. 

Capital Gain Planning

Even without taking the tax bill into account, selling a house may be a difficult task likewise It’s simple to become preoccupied with selecting assets and overlook the tax implications, in the end, choosing the best stock or mutual fund might be difficult enough without having to consider the after-tax returns. When you sell an asset for more than its basis, you make a capital gain. Your profit is regarded as a long-term gain and is taxed at a reduced rate if you keep an investment for longer than a year before selling it.

Real Estate Planning

Simply put, estate planning is the process of transferring investments and other assets from one generation to the next. Estate planning involves more than just creating a will. Your plan will be carried out according to your intentions after your death if you have taken into account all of your assets. 

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