BUSINESS PLANNING

Tax mitigation and employee benefits
At GIS we have decades of experience in creating smart, profitable tax mitigation and employee benefit solutions for our clients. We can help you grow a business and achieve personal dreams with the right strategies.

With our tools and experience it’s easy to provide flexible solutions for any business or family need. The first step is always to provide enough information and insight so you can make the best choices for yourself.

Our team listens and learns about your goals, then we craft a winning strategy. Most important – We can create and manage a winning financial services plan while you focus on your daily business.

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Tax Mitigation + Employee Benefits

Global Investment Strategies recently worked with the estate of one of the largest distressed real estate buyers in the nation. After analyzing the family’s substantial estate, we developed a multifaceted plan for them using a number of different financial instruments. We considered an employee stock option plan but after a thorough cost analysis, we worked with the client to form multiple “Safe Harbor” Captive Insurances Companies which mitigate their risks and create tax savings under IRS code 831(b). This designed concept also provided additional benefits for our client’s key employees. Within 6 months our team orchestrated the entire solution using life insurance leverage to generate living benefits and providing peace of mind for the company and its heirs. While this estate’s evaluation was significant, any estate using GIS’s strategies will benefit from the same type of protection no matter what its size.

Great things in business are never done by one person. They’re done by a team of people.

– Steve Jobs