By Jason Zanderson, Director of Specialty Tax
Discovering and leveraging untapped tax opportunities can be a game changer for businesses and individuals seeking to optimize their financial strategies and fuel growth. Many businesses and individuals aren’t taking advantage of proactive tax strategies, including credits, incentives and other benefits. This often happens because of the complicated tax landscape and the burden of keeping up with ever-changing tax legislation.
That’s where partnering with Mariner Wealth Advisors’ Specialty Tax Services can help you and your clients. We will manage these complexities on your behalf. Our goal is to help ensure your client’s business is operating at the highest level of tax efficiency to grow and succeed in the future.
Recently, an advisor with a new manufacturing client approached us seeking proactive tax advice. Upon reviewing their facts and tax situation, we identified several specialty tax opportunities, including a research and development credit study, employee retention tax credit study and cost segregation study on their real estate properties. As a result, the client stands to gain approximately $1 million in benefits, including cash refunds, tax offsets and accelerated tax deductions. These actions not only reduced their tax burden significantly but also increased liquidity, fueling the client’s continued growth.
Businesses and individuals alike often find themselves dealing with the complexities of tax planning. With a comprehensive array of solutions, Mariner Wealth Advisors’ Specialty Tax Services is equipped to address the specific tax challenges facing your clients. By partnering with us, your clients can access experienced guidance, proactive tax planning and customized strategies tailored to help achieve their financial objectives in the ever-evolving tax landscape.
Click here to learn more about how Mariner’s Specialty Tax Services can help you add value to your client relationships.
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