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About Tax Strategies .pdf

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Our clients expect and receive prescient tax advice but in addition we
provide a unique range of specialist services and a global perspective that
refutes an organization of our size. These specialist services supply our
clients with real-world expertise and a diverse range of relevant skills.
Whether you’re in business or an individual, we’ve got the skills to support
you and impact upon your future wealth.
We know that dealing with the IRS can be troublesome, but Tax Strategies
Ltd. is committed to finding the best solution. We have notable success in
our dealings with the IRS and have the specialist knowledge that has been
developed over many years in our exchanges with the IRS.
While our core skills are very much aimed at tax mitigation, both at home
and abroad, we can also assist with M&A due diligence and planning,
company restructuring, transfer of intellectual property, as well as other
issues entrepreneurs may face on a daily basis such as, withholding tax,
foreign tax credits, transfer pricing and international tax issues.
All cross border transactions have a tax implication. While these can be often
straightforward requiring little specialist consideration, once presence is
established in a foreign jurisdiction matters become much more complex,
often resulting in unforeseen tax liabilities or missed opportunities for
mitigation. Specialist international tax advice is imperative, and this is what
Tax Strategies Ltd. is renowned for.

Here at Tax Strategies Ltd., we believe that we are different from most of the
organizations in our field. Many of our competitors eschew a comprehensive
service in order to sell investments products, whereas we believe that delivering
solutions based solely on the requirements of each client is the only route to
building lasting relationships.
We understand that choosing a wealth management firm is a very personal
decision, and we will never insert you in to someone else’s investment model, as we
strongly believe in tailoring a model that will deliver solutions at every level. We
strive to become your trusted advisor, and our focus will always remain on each
client’s specific needs.
Because we are truly independent, we provide you with wholly objective advice.
Our professional advisors work for you and you alone. With less than 120 clients on
our books, we are able to provide the personalized service and depth of knowledge
that will make a difference to you and your family’s future. Below, are some of the
features that we believe make us unique:

Family owned and operated – Family values are at the core of our business
Industry expertise – Our team has over 40 years of experience within the
financial planning and wealth management fields, and will design a structure
that will tailored to you requirements.
Truly independent – Our advice is always independent and specific to your
needs. In addition, we are able to leverage the resources of our network of
global traders, instead of being restricted to any single platform.
Comprehensive and integrated – We provide counsel in every area of wealth
management, with particular expertise within asset management,
concentrated equity positions, financial planning, private banking,

philanthropic planning, tax minimization, lending, insurance, trust and
intergenerational wealth transfer.
Boutique – With less than 120 clients, we are able to offer superior service
and trusted advice to a niche of high-net-worth families.
Fiduciary responsibility – We have a fiduciary responsibility to act in our
client’s interests ahead of our own. Unlike most brokerage houses, Tax
Strategies Ltd. is a Registered Investment Advisor (RIA) and have no financial
interest in any of the services that we recommend. This ensures our clients
can work with us without conflict, with total transparency, and that our
interests are juxtaposed with our clients’.
Our independent, objective advice and tailored service provides all of our
clients with a uniquely boutique experience. Put simply, our goal is to
efficiently add value to our client’s interests.

As custodians of our clients’ wealth, we believe it is our responsibility to offer
comprehensive investment solutions that achieve individual investment goals.
Tax Strategies Ltd. strives to maximize returns on an after-tax basis; therefore, tax
efficiency is an integral part of what we do. For some clients, we manage various
accounts, for example, a trust and an IRA. In these cases, we look to hold certain
assets in non-taxable accounts to maximize a client’s combined after-tax returns.
Our wholly client-centric approach ensures that you will always be in control of your
solution – however you choose to reach it and our aim will always be to re-evaluate
your priorities and amend your strategies accordingly. Such an approach has
always been integral to Tax Strategies Limited. culture and allows us to add
independent insight to your thinking and recommend new ideas that may be
beneficial to you.

Tax Strategies Ltd. combines the best tax resolution advice you require to
overcome your pressing IRS tax issues, with innovative investment advice which can
ultimately mitigate your overall tax liabilities. Whilst the majority of our practice
assists clients in navigating the minefield of IRS tax problems, an ever increasing
part of our firm is now concerned with giving the most innovative investment
advice with a view to mitigating the amount of taxes our clients ultimately pay, in
multiple jurisdictions.

Tax Strategies Ltd. serves a diverse range of affluent individuals and high-net worth
families, from entrepreneurs seeking to sell their businesses to families whose
wealth is multi-generational. The majority of our clientele requires complex and
intricate financial objectives, and benefit greatly from the expertise brought to bear
by the professional acumen of Tax Strategies Ltd. advisors, as we seek to protect
their wealth for generations to come. The cornerstone of our offering is cultivating
a relationship of trust and exceptional service, while combining traditional values
with innovative thinking. We have always found that the best way to serve our client
base is by getting to understand their business and know them as individuals, and

much of our success stems from the mutually beneficial long-term partnerships we
have established.

Managing your investments is integral to what we do, but it is only a single part of
the complete wealth structuring service, which includes tax mitigation and advice,
inheritance planning, trust establishment and philanthropic giving. Many advisers
consider tax as separate from investment and pensions, leaving you to unravel how
they can be managed effectively. In fact, these elements are all connected: viewing
them as a whole can enhance your wealth tremendously over the long term.
Of paramount importance to our integrated wealth management service is a
disciplined yet vigorous investment approach, with a prominence towards judicious
allocation of clients’ assets. We assist clients in designing effective investment
structures and managing portfolios in tax efficient fashion, while augmenting that
with financial research across all asset classes, portfolio strategy assistance,
portfolio modeling, stock selection strategies, and broker report summaries.
Managing your portfolio of investments and assets can be extremely complex —
particularly when you’re looking to distribute wealth to descendants free of tax or
regulatory constraints. Tax Strategies Ltd. creates and manages sophisticated trust
structures that maximize the value of your assets, eradicating ambiguity and
distributing funds effectively. We also assist you transfer wealth intergenerationally; ensuring unseen expenses don’t infringe upon your estate.
Tax Strategies Ltd. is increasingly finding that wealthy clients wish to distribute a
portion of their wealth towards philanthropic causes. We can assist in the
establishment of a viable structure to meet your requirements, which might include
a trust or charitable corporate entity. We would also ensure that this structure is
designed to take advantage of the generous tax entitlement often available to such
vehicles. Tax Strategies Ltd. commits to working with you to ensure that your
charitable goals are met in full.
While a large portion of our practice is concerned exclusively with US citizens and
their IRS issues, Tax Strategies Ltd. also represents international clients with
business interests throughout The Americas, and US citizens with global interests.
We fully understand that with the rise of globalization, there is a need for experts in
every arena of international law. We bring industry knowledge and deep insight

into field of global and international trade. Our attorneys cover many facets of
international jurisprudence, but are especially skilled in :

Offers in Compromise
Innocent Spouse Relief
Installment Agreements
IRS Appeals
Tax Court Representation
Tax & Estate Planning
International Tax Treaties
IRS investigations
Inheritance Tax mitigation
Asset Protection
Planning for repatriation of earnings
Foreign investment in the US

Address: 601 Lexington Avenue, Floor No. 38, New York, New York 10022, USA
Telephone: 1-917-310-3287
Email Address: info@taxstrategiesltd.com

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