Tax Planning Strategies

Proactive tax planning that goes beyond basic deductions to significantly reduce your tax burden.

Our Tax Planning Philosophy

At SBL Investment Advisors, our tax planning philosophy is centered on proactive strategies that work within IRS guidelines to minimize your tax burden legally and ethically. We believe that most Americans pay far more in taxes than they're legally required to, simply due to a lack of proper planning.

Our approach integrates tax planning with your overall wealth management strategy, ensuring that decisions in one area positively impact others. We don't just look at your current year's tax situation—we develop multi-year strategies that provide sustainable tax savings over time.

By partnering with Excel Empire's tax planning system, we bring sophisticated tax strategies usually reserved for the ultra-wealthy to our clients, helping you keep more of what you earn.

Why Our Approach Is Different

  • We focus on tax planning, not just tax preparation

  • All strategies are backed by IRS code, court precedents, and rulings

  • Integrated with your investment and wealth protection strategies

  • Continually updated for changing tax laws and regulations

  • Focused on sustainable, long-term tax reduction

Specialized Tax Strategies

We develop customized tax planning strategies based on your specific situation.

Business Owner Strategies

  • Entity optimization for tax reduction

  • Cash Balance Plans for significant tax deductions

  • Maximizing business expense strategies

  • QSBS exclusion planning

  • Qualified Business Income deduction optimization

Real Estate Investor Strategies

  • Entity optimization for tax reduction

  • Cash Balance Plans for significant tax deductions

  • Maximizing business expense strategies

  • QSBS exclusion planning

  • Qualified Business Income deduction optimization

Capital Gains Strategies

  • Tax-loss harvesting strategies

  • Asset location optimization

  • Charitable remainder trusts

  • Installment sales planning

  • Step-up in basis strategies

Excel Empire Partnership

SBL Investment Advisors has partnered with Excel Empire, a leading tax planning system, to bring sophisticated tax strategies to our clients. This partnership provides us with cutting-edge tax planning resources, ongoing education, and a network of tax professionals.

Through our Excel Empire partnership, we can implement strategies that many traditional CPAs and financial advisors aren't equipped to provide, giving our clients a significant advantage in reducing their tax burden.

Case Study: Business Owner Tax Savings

A successful business owner came to us paying over $300,000 in annual taxes. Through our integrated tax planning approach, we:

  • Restructured their business entities

  • Implemented a Cash Balance Plan

  • Optimized their retirement planning

  • Created tax-advantaged wealth transfer strategies

Ready to Work With Us?

Schedule a discovery call to learn how our integrated approach to tax planning and wealth management can help you achieve your financial goals.

SBL Partners

Strategic tax planning and wealth management to help you keep more of what you earn.

Services

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Results by the Numbers

The impact our strategies have had for our clients.

$157M+

Total Client Tax Savings

33%

Average Tax Reduction

92%

Client Retention Rate

100%

IRS-Compliant Strategies

Ready to Create Your Success Story?

Schedule a discovery call to see how our integrated approach can transform your financial future.