Business Owners & High-Income Earners
For business owners and W-2 earners, typically over $500,000 a year, whose tax position is being filed rather than planned.
CORE also helps highly paid business owners and W-2 earners who are seeking innovative tax strategies, looking to reduce taxes and accelerate wealth. CORE has built a team of highly vetted tax strategists for clients who need advanced tax and wealth planning beyond just tax compliance and filing.
Where high earners start
Advanced Tax Strategies for High-Net-Worth Individuals
Business owners and W-2 earners typically over $500k a year
Read more →
Engineered Cost Segregation
Commercial real estate owners with $500K+ depreciable basis
Read more →
Research & Development Tax Credits
Manufacturers, software, engineering and design-build firms
Read more →
Worth knowing
- What applies depends on your income level and your personal goals, so this starts with a conversation rather than a product.
- CORE works alongside your CPA rather than replacing them.
