Expertise and Experience in Tax Planning

The founder and principal of Integrated Financial Management, Timothy J. Aguillard, has an extensive background in the tax arena and began his career as a Certified Public Accountant. Tim offers expertise and experience in:

  • Transfer Tax Minimization
  • Tax Strategies
  • Tax Analysis

Tax obligations can put a serious dent in your retirement income, income from the sale of a business, and the assets your heirs are set to receive in the future. Integrated Financial Management offers the experience and expertise you need to keep those obligations to a minimum.

Transfer taxes, whether a gift tax or an estate tax, can significantly impact the ability of high-net-worth individuals to pass wealth to a future generation. Our office works with your team of professional advisors to transfer your wealth efficiently, using charitable trusts, grantor trusts, private annuities, and family partnerships or limited liability companies. We recognize the value of a consultative, team approach, and we work closely with your legal and insurance counsel to plan transfer strategies prudently.
 

Securities America and its representatives do not provide tax advice. Please consult the appropriate professional regarding your specific situation.