Do you have a tax liability at the end of each year? Are you concerned with the capital gains you will be required to pay due to stock sales or real estate sales? Do you feel you are paying more tax than you would like to pay? Retirement Planning Resources specializes in creative and sophisticated tax strategies to help you keep more of what you earn or own. We help highly compensated and wealthy individuals strategically plan to win the tax game. Winning means we help you keep more of what you earn now and in the future. We work with talented tax attorneys that show our clients how to protect their assets and income from high tax rates.

Profile of an ideal client who can benefit from our strategies:

• Planning for retirement.
• Hoping to reduce their tax liability.
• Looking for ways to protect the profits of a business or stock sale.
• IRA to Roth IRA conversion candidate who would like to offset the tax liability in the conversion.
• High W-2 wage earner.

• Green energy tax credits.
• Oil production tax strategies.
• Movie production tax credits.
• Historical conservation easements.
• Fee simple investments.

The United States tax code is available for all eligible individuals to use to their legal advantage. There is nothing unpatriotic or selfish, retaining more of what you earn. That is why there is a tax code, so we all know how to stay within the bounds of the law, but to do it in an intelligent manner. At RPR we work with our clients to explore the strategies that are available to plan their tax returns so they can retain more of their earnings. We are planners and do not perform tax filing services, however, the advice our team provides will be a breath of fresh air for those who want to use the tax code appropriately.