Tax Services
Strategic Tax Planning
Extensive Roth Conversion Analysis and Planning
Advanced Charitable Giving Strategies
Assured Concepts Group, Ltd. started life as a complete financial planning firm in East Dundee, Illinois. As we branched out geographically and with more diverse and comprehensive financial services, ACG never forgot our core competency, but recognize that tax advisement has always been an integral part of our “big picture” approach. To that end, we felt compelled to add a tax component to the mix. Wealth management is not complete without an awareness of the erosion to wealth caused by taxation.
Assured Concepts Group, Ltd. tax awareness initiative is headed by our founder David Schlossberg. In addition to being credentialed as a Registered Financial Consultant, he is an Enrolled Agent as conferred by the Internal Revenue Service. Based on language found on the IRS website, the “Enrolled Agent status is the highest credential the IRS awards”. Our tax advisory team can work with your existing tax counsel or independently to craft a tax mitigation strategy to reduce wealth erosion caused by otherwise unnecessary taxation in harmony with Supreme Court Justice Louis Brandeis’ quote reflected below.
Consistently careful and concerned with every nuance of your tax life, we strive to make the tax burden bearable by focusing on the details. We undertake a systematic analysis of each client’s complete financial life in an effort to improve the way that they are used to dealing with the more typical tax preparation services where long term implications are often being overlooked. Our integrated approach and big picture planning creates synergy between your goals and the tax code requirements of the government.
Have you ever been advised to “Check with your CPA” before investing? Most brokers and investment advisors are precluded from providing tax advice and it will state so in their disclosures, but at Assured Concepts Group, you’ll be supported by experienced tax experts, expressly qualified to advise you on how certain financial decisions can positively or adversely affect your taxes and therefore your overall wealth goals.
Assured Concepts Groups advisors offers a wide range of tax-optimized financial solutions that are customized to meet your unique needs and objectives. These solutions help you accomplish three main goals:
Enhancing wealth
Preserving wealth
Transferring wealth
To reach those goals, Assured Concept Group is positioned to offer comprehensive tax planning services supported by years of experience and underscored by our holistic financial planning approach including:
- Individual and Family Taxes
- Corporate Taxes
- Partnership Taxes
- Trust Taxes
- Gift Taxes
Call us for more details on this valuable added service or check out our dedicated tax website here.
Thoughts on Legitimate Tax Avoidance
By Supreme Court Justice Louis D. Brandeis (cited as early 1900’s)
“I live in Alexandria, Virginia. Near the Supreme Court chambers is a toll bridge across the Potomac. When in a rush, I pay the dollar toll and get home early. However, I usually drive outside the downtown section of the city and cross the Potomac on a free bridge. This bridge was placed outside the downtown Washington, D.C. area to serve a useful social service, getting drivers to drive the extra mile and help alleviate congestion during the rush hour. If I went over the toll bridge and through the barrier without paying the toll, I would be committing tax evasion … If, however, I drive the extra mile and drive outside the city of Washington to the free bridge, I am using a legitimate, logical and suitable method of tax avoidance, and am performing a useful social service by doing so. For my tax evasion, I should be punished. For my tax avoidance, I should be commended. The tragedy of life today is that so few people know that the free bridge even exists. ”
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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