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Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

Released Monday, 16th October 2023
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Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!

Monday, 16th October 2023
Good episode? Give it some love!
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Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!
David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.  
David’s firm is not the traditional law firm, when approaching tax planning.  His planning strategies are holistic and deep.  His goal is to maximize the yield by reducing the transactional costs and taxes.  By doing this the companies value will increase the future multiples.  

David’s expression is “We are aggressive in result but conservative in approach”.  

The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues.  He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with.  This is a collaborative effort, and one that puts the client in a better tax position than in the past.  

Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.  

David Glenn Taylor, LL.M.


Taylor Foley LLC

171 Chruch St- Suite 330

Charleston, South Carolina 29401

(P)843-723-2000 (f) 843-723-2013

[email protected]


Www.taylorfoleylaw.com 


 

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