Taxes & wealth
"INVEST IN COMPANIES YOU BELIEVE IN"
Warren BUFFETT
Tax strategy for small business
federal tax attorney for strategic planning
I advise small business owners and high-net-worth families on taxes & wealth preservation across United States. To facilitate goals, I work with several accountants.
With my LL.M. training and real-world experience, you get a numbers-driven plan that aligns filings, entities, trusts, and transactions. I can help design a structure that fit your goals, protect capital, and keep compliance tight year over year.
- Tax law counsel
IRS defense, planning, and resolution
Honestly, you need to be aware of the rules so you can guide your small business along the proper path. Ironically, I have encountered many small business owners who believe in myths regarding savings, expenses and business deductions. Remember the IRS code is what matters, look it up if you have insomnia!
We map out risk, analyze cash flow, and coordinate with CPA's so filings and strategy match. For entrepreneurs across United States, we can help you build tax-efficient business structures in Puerto Rico.
- Estate planning and protection
Trusts, wills and ESTATES
Many clients start with estate planning and then add a tailored asset protection plan for rentals, business interests, and brokerage accounts. Do you need a will or a trust? Calrie balances simplicity for day-to-day life with the strength you need when disputes or creditors appear. Just say Abogado Push sent you over!
- Strategic giving for tax efficiency
Charitable contributions
Donating is fun and rewarding!
Last year I donated $10,000 to Salvation Army of Puerto Rico. Smart donations can lower taxes, avoid capital gains, and fund the causes you care about. Talk to me about how and where to donate if you are a Act 60 approved investor in Puerto Rico.
- Our approach
From goals to execution
(1)
Having a Conversation
We learn your objectives and current ideas, then prioritize which quick wins to go after and start planning your long-term moves.
(2)
Customized plan
Do you have a will? It is a good practice to consider it to help your family have guidance, if you are no longer here.
(3)
PUERTO RICO TAX
STRATEGY
Implementation
We discuss strategy and the proper process with a local CPA. Ask me for any details!
(4)
Monitoring EXPENSES
We review whatever you think you ought to work on in your business. Sometimes it is as simple as getting organized! That is something I excel at!
- Location
A studio near you, ready to fire you up
Phone
604 1230 4567
604 8901 2438
Contact
hello@arcfitness.com
Address
14 Hoxton Market, N1 6HG
Working hours
- Mon - Fri
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- Sat - Sun
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