Are you paying too much in personal income taxes?
Would you like to defer paying taxes on investment gains and keep your investments protected from creditors?
Do you have problems with your over-funded or under-funded pension plan/IRA?
Whether you choose to work with your current tax advisors or our network of accountants and tax attorneys, we help you to find solutions to the above questions and many other tax challenges facing our clients.
Neither Kestra IS or Kestra AS provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.