Specialties That Keep You In Control

Income Tax Deferral

Keep More Cash and Assets Growing Through Legal Tax Deferral
Defer a portion of your income to grow assets and cash. The more you have, the more you can make. Let us show you how to design the cash flow you want, lower your tax rate by 20 points on necessary income, and let your profits compound tax-protected like a retirement plan.

Ordinary Income Tax Deferral
Looking to grow your value, pay down debt, cover overhead, and maximize reinvestment returns? Our Cash CreatorSM and Family BankSM programs find hidden assets in your business. We buy them and lease them back to you, often on an exclusive basis, recharacterizing ordinary income rates to capital gain (a 20 point reduction). Defer payments you don’t need so more cash can work. Your Family Bank extra assets are held in investment advisors approved by you, pledged to you. When combined with our unique Value BuilderSM tools, you may increase your return to 100% per year or more.

The Cash CreatorSM
There is cash sitting in your business that you don’t have time to get to. Your staff and advisors are not best trained to get it. From credit card processing fees and utility bills to tax specialty and property tax refunds, our experts are trained to find and recover this waste. When we recover them in your regular taxable environment, 30 to 50% of your recovery is usually extra income lost in taxes.

We solve this problem to keep all of your recovery working for you UNTIL you want to be taxed on it. In the meantime, we find other ways to suggest savings and purchases to you. THE BEST PART is that YOU PAY US FROM YOUR SAVINGS. You NEVER have money out of pocket with Hoffman Associates unless you want to. We’ll let you negotiate that, but we prefer to be profit incentivized and to see you prosper. If you insist on arranging affairs for higher taxes right away, we don’t stand in your way.

The Family BankSM
From business ideas to systems, software, processes, real estate, and goodwill, you have assets that can be purchased and leased back to your business. Properly done, you will strengthen your asset titles, prepare you for an eventual sale, and reduce taxes beginning immediately.

We bring 60+ years of experience to help you grow cash and assets in your own Family Bank. Your business may be the best engine for wealth multiplication of these dollars.

Our Value Builder process helps you determine this and move to profitable growth. Whether Family Bank money is invested in the markets, your business, or gold, you will accelerate your escape velocity to lifestyle security, then impact.

 

Testimonials

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- From an Aggie

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Our Process

01

A Detailed Analysis

We take a look at your business structure, goals, and how your income, deductions and capital assets are built. We will especially look at Intellectual Property, trade secrets, email lists, and income generating funnels as reclassification opportunities. We will look for opportunities of passive income through rents, leases, royalties, and licenses as well as opportunities for additional deductions.

02

Goal Alignment

Do your goals accurately reflect what is really important to you? And does your business structure reflect that? Are there alternative ways to approach your goals that might be more productive, more powerful, and more reflective of what successful multi-generational families do? Are you unintentionally handicapping your business or increasing risks unnecessarily? We will help you to see the opportunities and seize them.

03

Implementation

What if you could pay taxes on only what you need rather than on what your business(es) are earning? We give you options which allow you to control more money, grow with more money, and have your own family bank. How much will you save and how much benefit will you enjoy with any alternative structures? Let us show you!

© Hoffman Associates, LLC 2018