Case Design

Holistic Tax Design Is Key

Caution: Before moving forward with any tax strategies, including—but not limited to—the ones you see below, it is advised to have those strategies vetted by a team of experts. Our team of experts will look at how the individual tax strategy(ies) will work from a holistic perspective. Our goal is to stay within the IRS guidelines and help you build a solid tax reduction plan that will last for years to come.

  • Roth Conversion Tax Planning
  • Tax Credit Investing Opportunities
  • Utilizing Self-Managed / Private Placement Investment Opportunities
  • Utilizing Retirement Accounts to Facilitate Private Placement or Private Equity Investment Opportunities
  • Defined Benefit Plans
  • Cash Balance Plans
  • Capital Gain Deferrals
  • Utilizing Qualified Opportunity Zone Investments
  • Financing life insurance for the living benefits and tax-free income as well as estate planning
  • 401(k)/IRA exit strategy
  • Charitable Planning
  • Charitable Foundation
  • Donor-Advised Funds
  • Insurance Expense Management & Control
  • Reinsurance Strategies
  • Captive Insurance
  • Family Office Planning
  • Family Limited Partnerships
  • Irrevocable Life Insurance Trusts (ILIT)
  • Premium Financed Life Insurance Retirement Savings Plans Funded in Part or in Whole with Annuities and/or Life Insurance
  • Why we don’t offer Conservation Easements
  • Deduction Income Shifting Arbitrage to Family Members for Reduced Tax Rates
  • Depreciation Studies and Associated Method Change Opportunities
  • Deferred Compensation Trust Arrangements
  • The list goes on and on!


It would be best to first see how they fit into your holistic tax plan, especially life insurance and annuities.

Redwood Tax Specialists is ready to help you make intelligent decisions. We hope you choose to take the first step by getting your free assessment by calling us today. We have helped save over 1 billion dollars in taxes for our clients, allowing those dollars to stay where they belong.