Benefits of Incorporation
Protect Personal Assets
Reduce Your Taxes
Corporate Retirement Strategy
Tax FREE Loan
Tax FREE Retirement Dividends
Income Splitting

Top Forms and Publications
  Form W-4
  Form W-9
  Form 1040
  Form 1040 - ES
  Form 4506-T

Our Services

Tripple Financial Services, including income tax planning, estate tax planning, gift tax planning, retirement planning and capital gains tax planning. Tax projections, and tax counseling. Tax planning and strategies for corporations, businesses, real estate owners and high net worth individuals. Consideration of federal, state, and multi-state tax planning issues. Tax reduction, tax deferral and tax compliance planning. International tax planning.

Estate planning and tax savings strategies for high net worth individuals and sophisticated estates. Creation of trusts to include revocable living trusts, charitable remainder trusts (CRT’s), charitable lead trusts (CLT’s), special needs trusts (SNT’s), grantor retained annuity trusts (GRAT's), irrevocable grantor trusts (IGT's), irrevocable life insurance trusts (ILIT's), qualified personal residence trusts (QPRT’s), qualified terminable interest property trusts (QTIP’s) and qualified domestic trusts (QDOT’s). Estate tax, gift tax and generation skipping transfer tax analysis, projection and reduction strategies.

Creation of family limited partnerships (FLP’s) and family limited liability companies (FLLC’s) with gift transfer strategies. Establishment and implementation of sophisticated “estate freeze” techniques. Utilization of “Dynasty” trusts for multi-generational legacies and generation skipping tax planning. Establishment of private family foundations and charitable estate and gift vehicles. International estate planning for dual citizens, foreign trusts and international estate tax analysis.

Design, creation and qualification of retirement and benefit plans. Creation and design of qualified retirement plans to include profit sharing plans, 401(k) plans, defined benefit pension plans, cross tested plans, cash balance plans, and employee stock ownership plans (ESOP's). Design and implementation of non-qualified plans to include executive compensation plans, supplemental executive retirement plans (SERP’s), top hat plans, deferred compensation plans, stock bonus plans, phantom stock plans and non-qualified retirement plans. Creation of both non-qualified stock option plans and qualified incentive stock option plans (ISO’s). Creation of health and welfare benefit plans. Pension plan administrative services including licensed pension actuarial services. Pension actuarial calculations, analysis, design, tax compliance and pension tax return preparation to include Form 5500 and PBGC filings. Qualified Domestic Relation Orders (QDRO’s) and retirement plan asset valuation and division in dissolution of marriage.

Development and implementation of asset protection plans to preserve and protect individual and company assets and wealth. Planning and protection from creditor claims and lawsuits. Planning with Delaware, Nevada and Wyoming based companies and creditor protection trusts. Formation of investment and asset protection based limited liability companies (LLC’s) and limited partnerships. Formation of irrevocable asset protection and spendthrift trusts. Evaluation of liability insurance and third party indemnity agreements. Personal residence protection planning. Review, evaluation and structuring of gifting, split ownership, insurance, limited liability company, limited partnership, domestic asset protection trusts, offshore asset protection trusts, ERISA and retirement plan protections.

Real estate planning and tax strategies for investment, purchase, sale, rental and development. Creation of limited liability companies, limited partnerships and real estate joint ventures. Formation of limited liability company, limited partnership and parent and holding company structures for investment and rental real estate. Evaluation, counseling and planning for real estate sale and capital gains tax using charitable remainder trusts (CRT’s), IRC 1031 deferred like kind exchanges, installment sales, and other deferral techniques. Drafting of installment sale contracts, lease options, purchase contracts, and commercial and residential leases.

Business organization, incorporation, evaluation, planning, and formation. Formation of C-corporations, S-corporations, limited liability companies, limited partnerships, foundations and non-profit organizations in all U.S. States and foreign jurisdictions. Preparation of employment contracts, buy-sell agreements, stock redemption plans, profit sharing plans, mergers and acquisition analysis, liquidations, shareholder and director meetings. Mergers and acquisitions of closely held companies, stock purchase agreements, asset purchase agreements, licensing agreements, buy-sell agreements, contracts for services, contracts for sale, consulting agreements, indemnification and hold harmless agreements, purchase and sale agreements, lease agreements, and mutual release agreements.

Tax planning and counseling are coordinated with the transactional services. Our integrated services to include: Tax Planning, Estate Planning, Corporate Business and Corporate Tax , Pension and Benefits, Real Estate, and Asset Protection.

Our Tax Controversey Group offers integrated services to include:

  • Individual income tax,
  • Corporate and business tax,
  • Partnership tax,
  • Real estate tax,
  • Estate and gift taxes, and
  • State and local taxation.
Tripple Financial Services
oversee the auditing of ...
Do you spend more time
working on your business...
Tripple Financial Services
can improve your company's ...