Financial Functional Services
Executive Fractional Services
Fractional executive services provide Executive Leadership to augment leadership as needed for exceptional circumsance. such as CEOs, CFOs, CIOs, CTOs and/or controllers. Ideal for growing businesses that need expertise without full-time costs. These experts assist with strategic planning, financial reporting, and investor relations. It’s a flexible way to scale leadership. Companies gain high-level insight without long-term commitment.
1031 Exchange Real Estate Service
A 1031 exchange allows investors to defer capital gains taxes by reinvesting proceeds from a property sale into a like-kind property. It’s a powerful tool for real estate portfolio growth and tax efficiency. The process requires strict compliance with IRS timelines and rules. Financial planners coordinate with qualified intermediaries to ensure smooth execution. It’s especially valuable for commercial and investment property owners..
Utility Brokering Services
Utility brokering helps businesses negotiate better rates for electricity, gas, and telecom services. Brokers analyze usage patterns and market trends to secure competitive contracts. Financial planners may integrate these savings into broader cost-reduction strategies. It’s especially useful for high-consumption industries. Smart brokering can lead to substantial long-term savings.
Audit Support (Sales Tax, Payroll Tax, IRS Correspondence)
Audit support involves preparing documentation, responding to inquiries, and representing clients during tax audits. It covers sales tax, payroll tax, and IRS correspondence. Financial planners ensure compliance and reduce exposure to penalties. They work with CPAs and legal teams to resolve issues efficiently. Proactive support can turn a stressful audit into a manageable process.
Appraisals & Business Evaluations
Appraisals and business evaluations determine the fair market value of assets or enterprises. They’re essential for mergers, acquisitions, estate planning, and litigation. Financial planners collaborate with valuation experts to ensure accuracy and compliance. These assessments guide strategic decisions and negotiations. A credible valuation can unlock new opportunities.
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“Many risks you have in your life are greatly diminished if detected early. The bottom line is minimizing the hit to your bottom line. Risk mitigation is a tradeoff of prevention costs versus actual loss. It is a complicated subject that AI Agents handles well. Once an AI Agent is in place, your time and cost involvement are minimized”
Kai Kimball
Best tax advice you will ever get, “Get a great tax accountent”
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