Appointment or Note
Appointment or Note

Tax Planning & Consulting

Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and throw on the thinking cap to recommend tax saving strategies to maximize your after-tax income.

Our businesses and individual tax clients pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you…

  • grow and preserve assets by structuring your tax portfolio the best way possible
  • defer income so you can keep your money now and pay less taxes later
  • reduce taxes on your income so you keep more of what you make
  • reduce taxes on your estate so your family keeps more of what you’ve made
  • reduce taxes on your investments so you can grow your wealth faster
  • reduce taxes on your retirement distributions so you can retire in style

Here are some Tax Saving Strategies we use…

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket and harvest tax savings
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Incorporating different fiscal year ends for your companies to straddle tax years
  • Family payroll for kids that work for you or help in the family business
  • Deferred sales trusts and options for when you sell your business
  • Real estate professional and economic unit mapping for active loss on your real estate

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you’d like to receive more information about our Tax Planning Services, please set up a meeting here

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Brian J. Markwell, CPA​
Shareholder
AllTax LLC

 

bmarkwell@alltax.pro

(o) 800.202.8902
(c) 612.807.1477
(f) 612.524.5491

Brian J. Markwell, CPA, Shareholder

Brian brings to the table over 25 years of public accounting experience specializing in manufacturing, distribution, construction, service, real estate, software, and overall business and personal taxation. Brian’s experience ranges from one person to multi-tier organizations residing in numerous industries, countries, and publicly traded markets (international and domestic). Client revenues range from startup to $350M in annual sales. He represents individual clients with net worth amounts in excess of $100M+ and the intricate structures inherent in each and every tax portfolio.

The ability to think outside of the box and maintain technical expertise is fundamental in being a valued financial advisor. With Brian’s experience and exceptional client service skills, you will soon come to realize the impact he is able to make for your specific situation.

SPECIFIC EXPERIENCE

• Individual, business, trust, and multi-state taxation (domestic and foreign)

• Tax credits and optimization including bitcoin and electronic currency trading

• Real estate structures and filings including REIT’s, TIC’s and Opportunity Zones

• Complex ownership structures and formation for owners (FLP, Trust, etc.)

• Contract CFO for companies from startup to $350M in consolidated sales

• Executive and employee benefit consulting, including payroll structure and compliance for several small to large businesses

• Phantom stock ownership plans, ESOP’s & executive compensation

• Employee benefitimplementation and administration for large companies

• Private equity relations, reporting, and adherence

• Managed an initial public offering (IPO) on NYSE and S-1 registration

• Compilations, reviews, and audits of private and SEC regulated companies

• Agreed upon procedure engagements & working with lending requirements

• Financial and change management implementation for internal control

• Lease, debt and other legal structuring and analysis

• Succession and estate planning

• IRS & State audits and appeals

• Liquidations, bankruptcies and reorganizations

• Financial policy solution implementation for purchased companies

• Nonprofit accounting and taxation including large 501(c)(3) org’s

INDUSTRY INVOLVEMENT

• AICPA – American Institute of Certified Public Accountants

• MNCPA – Minnesota Society of Certified Public Accountants

EDUCATION

• B.B.A. University of Wisconsin – Eau Claire Magna Cum Laude – Accounting