“Own Nothing, Control Everything.” – John D. Rockefeller

AssetShield Advisors exists to help investors and business owners cover their assets and reduce their taxes legally. We do this through our partnership with attorneys and tax accountants who specialize in Estate Planning, and, more specifically, Trusts. Trusts have long been used by the elite but with the right strategy, anyone can utilize them to ensure their assets are protected and taxes reduced.

Tax Mitigation

• With the right trust structure, a significant portion of taxes on investment income like rental income and capital gains on real estate transactions, stocks, crypto or other investment vehicles can be legally deferred, and in many cases even eliminated.
• Business income or K-1 income from partnerships can also benefit from the tax mitigation provided by this trust structure.
• All of our Trusts are compliant with the Internal Revenue Code (IRS), Uniform Principle and Income (which provides procedures/regulations for trusts) and local law.

Asset Protection

• Real estate investors are prime targets for lawsuits. With a specialized trust structure each of your real estate assets can be isolated and have rock solid asset protection so that all of your properties are protected.
• When a business owner is sued, especially if they own an LLC, all of their assets could be at risk. Many factors can determine whether or not an LLC will truly provide “liability” in a lawsuit, and often times the corporate veil is pierced, and business owners can lose all of their assets, both personal and business. With a unique irrevocable trust, all assets placed in the trust are protected from lawsuits, frivolous or otherwise.
• These trusts are designed to be impenetrable by creditors, agencies, and the government due to the specific nature and properties of the trusts.

Chronological Experience

• For the past two years consulted with over 100 clients in implementing trust tax strategies for individuals; corporations; S-Corps; & partnerships. Also, a regular participant in Q&A sessions for all trust clients.
• As a Certified Public Accountant- provided tax preparation assistance to local CPA firms for the past five tax seasons Also provided consulting services for complete financial reporting processes including taxes for individuals, partnerships, corporations S-Corps; Trusts, Non-Profits, and consolidated groups. & assistance in Federal; State; & Local tax compliance and audits,
• Began career with Arthur Andersen & Co. in New York and then in Philadelphia working in the Administrative; Tax; & Audit Departments. Worked on several major client projects providing design and installation of various ERP systems and components, including Financial; HR; Payroll; and Operations.
• As an independent CFO and Senior Accountant had successful experiences with start-ups, high growth, and mature multi-national business organizations. Assignments have included Federal & State tax compliance (both for profit and non-profit), operations analysis including: strategic planning; and mergers & acquisitions.

Contact Us for More Details