Helping you help your clients is important to RMAC. Once you’ve decided to amortize your client’s settlement, as opposed to funding a single, non-discounted sum today, it’s time to apply financial strategies that will provide them with long-term financial security. Our consultants will meet with your client to discuss their circumstances and financial means. We will then apply various strategies, in accordance with principles of law and tax code, and present the claimant with options that provide tax advantages and help preserve benefits.
Leverage the power of this tax planning and cash management strategy. Postponing payment can be an excellent strategy to grow your investment, spread out the tax burden, or add a reliable income source for retirement. We are prepared to work with your accountant to arrange payment schedules, and can even include future lump sum payments for things like buying a home or paying for college. For attorneys that structure their fees, risk tolerance and financial goals help determine whether guaranteed payments or a professionally managed account is the best option, and taxes are only paid when you receive the funds.
Employ the right financial strategy to defer or reduce capital gains taxes. Deferring the sale of an asset or investing in a tax-advantaged account are among the many strategies available to individuals and corporations who take a proactive approach to capital gains. Being proactive is an especially important consideration when acquiring or disposing of a business entity or its assets. For Mergers & Acquisitions, RMAC offers extensive financial modeling to help both parties meet their tax and financial objectives.
Accomplish more with sophisticated strategies to protect and guide your financial future. RMAC collaborates with individuals and families, or their advisors, to strategically direct their financial portfolios toward tax-favorable, goal-oriented alternatives. More than investment advice, we offer a holistic approach to managing money and assets. Leaving the investment responsibilities to the experts in that field, RMAC takes your life goals into account as we work together to secure the future for you, your family, and heirs.