Under this philosophy, the process starts by our team analyzing the economic engine that generates wealth for clients and optimizes its operating structure from a tax and legal perspective. In developing that structure for a client, Elite Resource Partners incorporates:

• The Settlement Masters™ process includes a deep diagnostic of a senior’s life insurance policies to determine the best way to keep in force, sell or consider the “Third Option.”
• tax reduction strategies, including the steps necessary to make maximum use of tax deductions that are available to each client;
• asset protection devices to ensure that the client’s wealth is safe from third parties;
• Tax-Free Retirement strategies include those that pay particular attention to the income tax burden and seek to mitigate that burden in retirement.  These strategies can include ILIA, PRS and Life Insurance.
• business succession planning to ensure an orderly transition of ownership of a client’s business, either at retirement or in the event the client becomes unable or unwilling to continue operating the business; and
• estate planning to ensure that a client’s assets are distributed in accordance with the client’s wishes and with the least reduction in value due to estate taxes.

Just as critical as the tax planning strategy is its effective and timely implementation. The most brilliant tax strategy only brings value and maximum tax savings to a client when the client implements the recommendations. Therefore, we cannot emphasize enough the importance of effective and timely implementation.