Poor Tax Advice Is Costing You $100,000s Every Year
Unlock the ethical tax strategies proven to build your wealth faster (or your money back)
Tax Professionals: Charge Higher Fees By Saving Your Clients More Money
Business Owners: Don’t Lose 35% Of Your Exit To Taxes
You’ve built a business and now you’re ready to reap the rewards of your hard work - and set aside cash for reinvestment.
But if you don’t have the right strategies, tools, and products in place, the vast majority of your business sale revenue will be swallowed up by taxes.
With 20+ years of experience in tax mitigation, we’ll put strategies in place to ensure your business sale works for you - not for the government.
Pay Less Or Eliminate Your Capital Gains Tax
We can help you rescue your broken exchanges.
For every transaction, or group of transactions, get the most tax efficient way of carrying out the exchange or sale of your real estate.
With strategies lifted straight from the tax code, you’ll keep more of the income and value from those transactions.
Doctors: You Don’t Need To Burn Out To Reach Retirement
You don’t need to see more patients to increase your wealth.
A shocking 60% of doctors experience burnout. Why? The relentless pressure to see more patients.
Eliminate burnout by shifting your focus from earning more to keeping more.
Earn up to 50% more by mitigating your taxes. Move up your retirement by 3 to 5 years with these strategies.
Increase The Value Of Your Attorney Fees
Reduce your taxes, defer your income, and borrow against your legal fees:
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Single owner PI firms have irregular income - so they recognize too much income and pay higher taxes. Reduce your tax liability by managing this in the right way.
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High volume firms struggle to manage their taxable income. Pay less taxes by choosing to defer your large fees and live off your small fees with more flexibility.
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Mass-Tort firms struggle with long waits for fees. Deferral programs increase the value of your fees by using pre-tax, tax-deferred investing and lowering your borrowing costs.
Tax Professionals: Tired Of Low Tax Preparation Fees? Start Charging A Premium.
Discover how to serve your best clients: high-earning (and high-paying) professionals and business owners.
With the right tax mitigation strategies and investment portfolio guidance, you go beyond your typical tax preparation fee.
Start earning high consultant fees with the legal and ethical knowledge designed to save your client money and earn more for you in consultancy fees.
Your Financial Success Is Our Commitment!
Your financial prosperity is not just a goal; it's our unwavering commitment. Our tax-saving strategies are designed with your success in mind, helping you keep more of your hard-earned money while staying compliant with the law. We are wholeheartedly dedicated to serving you and ensuring your financial well-being remains our top priority. Our commitment to serving you is unwavering, providing expert guidance and support every step of the way. With our dedicated team by your side, you can trust that your financial well-being is in capable hands.
See How People Like You Have Grown Their Investments And Created Prosperity:
“Fix My Client’s Broken 1031! Please!”
A CPA reached out for our help. His client had sold his property and was trying to buy an apartment building; the purchase fell through. The time window for harvesting the tax savings through the 1031 exchange was closing. That meant this real estate investor would be stuck with a very high tax bill for the sale of his property. The CPA asked, “Can you help fix this broken 1031?” We found a solution for this CPA and his client.
Helped a Lawyer Decrease Taxes on Ordinary Income by $1.4M In a Single Tax Year
We spoke with a frustrated lawyer. He said, “I work hard. Last year I earned more than $3 million. When my CPA told me I would pay almost half of that in taxes, I began to wonder whether it’s worth it. Is there anything you can do to lower my tax bill?” We were able to reduce this lawyer’s earned income from $3million to $500K. This resulted in significant tax saving.
Helped Doctor Cut His Federal Taxes by $440K and His California State Taxes by $40K
H, an orthopedic surgeon with a focus on personal injury generated $1.8M in annual income. He was feeling the tax pain. H worked with a CPA who came highly recommended by a colleague. H said to his CPA, “There must be something I can do to reduce my taxes.” His CPA reassured him that he was claiming all the legal deductions. H knew there must be a different way. We created a comprehensive tax plan that cut his federal taxes by $440K and his California state taxes by $40K. Now this CPA sends other cases our way!
Reducing Taxes by $26 Million When Selling a Business
My client C worked diligently for years building his business manufacturing technology. Finally it was time to enjoy the fruits of his labors. He had a buyer willing to pay him $126 million for his business.
His enthusiasm was dampened when his CPA told him how much he would owe in taxes.
We created a comprehensive plan that resulted in $26 million in tax savings. This was $26 million more in his pocket.
Begin your Journey To Easier Wealth Building Today
Start your journey to financial security.
We work together in 3 steps:
Initial Consultation
The first step is to understand you, your goals, and your unique financial context with a 30-minute call.
You’ll provide tax returns and other documents so we understand how we can help you and move your case forward.
Custom Strategy Creation
If we’re a good fit, we’ll conduct a full strategy overview.
No two financial situations are identical, and your wealth-building strategy should be suited to you.
Get a customized plan for your unique situation and goals, leveraging our deep understanding of tax laws and investment strategies.
Reduce, Invest, and Monitor
Rapid wealth growth isn't achieved overnight - but you are not on this journey alone
You’ll be guided through the implementation of your custom strategy, working with us, your attorneys, and your accountants.
Focus on the rest of your life (and what truly matters), while we constantly monitor your progress, and adapt your plan as needed.
Ready To Ethically Reduce Your Tax Burden?
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Financial Architects, Inc. is an independent firm with securities offered through Cabin Securities, Inc. member FINRA, SIPC. Registered Branch address: 338 S Rosemead Blvd, Pasadena, CA 91107. Registered branch phone number: (626) 844-1190 x102. Office of Supervisory Jurisdiction: 6240 W. 135th St. Suite 214 Overland Park, Kansas 66223 (816) 6996-204 website: www.cabinsecurities.com
Investment advisory services offered through Cabin Advisors LLC, a Registered Investment Advisor in the State of Kansas. For more information, click here.
We believe in transparency for more information on us, please visit AdviserInfo or BrokerCheck by Finra.