Other Benefits of ATS

TRIPLE Your Revenue in Twelve Months

Other vital benefits offered by America’s Tax Solutions® include retirement distribution planning, tax planning, estate tax analysis, wealth distribution analysis, qualified plan distribution analysis, annuity strategies, and a comprehensive retirement road map.

Education

America’s Tax Solutions® is committed to providing educational resources and forums to prepare our CPA affiliates to serve their clients better and build their businesses. Many of our educational offerings include CPE credit.

 

  • Quarterly regional training meetings and webcasts to share and discuss best practices
  • 24/7 web portal that provides education on demand on a variety of wealth management topics
  • Regional conferences that offer a menu of continuing education

Asset Protection

Many clients have accumulated sizable wealth that needs protection from the risks of taxes and inflation. America’s Tax Solutions® provides resources and solutions to help advisors properly plan for the protection and transfer of their clients’ assets to the next generation. Many of these solutions incorporate the use of cash-value life insurance and annuities to:

 

  • Replace income
  • Provide liquidity to pay taxes and expenses at death
  • Provides a legacy for a favorite charity(s)
  • Create parity for children in asset transfers
  • Provide liquidity to buy out shareholders of a business

Marketing

America’s Tax Solutions® provides marketing materials to assist the CPA firm in building wealth preservation awareness with their clients. These materials include:

  • Client Letters
  • Customized Newsletters
  • Wealth Preservation Themed Postcards
  • Wealth Preservation Client Seminars
  • Wealth Preservation Supplements for Tax Organizers
  • Lobby Posters

Retirement Distribution Planning

Proper retirement distribution planning can help clients develop strategies that reduce the likelihood that they will experience financial hardship in retirement. Creating and engineering steady and reliable streams of income is critical during the retirement phase of one’s life. There are several risks that can compromise a client’s income stream during retirement:

  • LONGEVITY—living longer than clients planned or expected
  • SPOUSAL SURVIVOR—changes to a client’s lifestyle when one spouse dies
  • HEALTH CARE—facing high out-of-pocket health care costs because Medicare does not pay all health-related expenses
  • LONG-TERM CARE—losing the ability to live independently and requiring additional assistance or care
  • INFLATION—a deteriorating standard of living due to inflation
  • INVESTMENT—receiving investment returns that are lower than expected, and recovery is difficult

Succession Planning

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