Planning Solutions

Tax planning

We work with you on an on-going basis to identify tax savings opportunities that fit into your overall personal financial plan. Our planning includes maximization of incentives available to your business, personal income and deduction timing strategies, increasing tax efficiency of charitable giving, and other planning techniques.

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Retirement planning

Our affiliate, Vetus Healthcare Solutions, LLC, aids in reviewing your retirement plan to minimize taxation and ensure that you can maintain your current lifestyle without concerns about outliving your assets once you've retired.

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Estate planning

After years of hard work and dedication to building your wealth, we understand the importance of ensuring that it is distributed in alignment with your wishes and the needs of your family. We assist you in creating a comprehensive plan to allocate your funds, fulfill your charitable giving objectives, and optimize tax efficiency throughout the wealth distribution process.

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Asset management

Through our collaboration with Avantax, we leverage modern portfolio theory to craft investment portfolios tailored to your specific goals, time horizon, and risk tolerance. Our approach aims to provide you with guidance on maximizing capital growth while simultaneously minimizing risk exposure.

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Risk management

Teaming up with Avantax, our group of insurance and financial experts offers impartial and objective analysis. We recommend strategies utilizing top-rated, meticulously selected insurance carriers, ensuring careful monitoring throughout the process.

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Why Choose Us

With years of experience in the healthcare industry, Vetus Healthcare Solutions brings a wealth of knowledge and expertise to every project.

Our team comprises seasoned professionals with diverse backgrounds in healthcare management, strategy, finance, and operations. We understand that every healthcare organization is unique, facing its own set of challenges and opportunities. That’s why we take a personalized approach to each client engagement, developing tailored solutions that address specific needs and goals.

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Optimizing your personal financial plan.

Understanding your Business Goals

What are your aspirations regarding the expansion and trajectory of the business? Could you outline your plans for ownership and management succession? What strategies are presently in place to enhance the company's value?

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Exploring New Business Opportunities

Assessing the impact on the current business and its leadership team Conducting thorough due diligence to assess the feasibility of potential acquisition prospects Implementing tax and incentive strategies to recoup a portion of the expenses associated with your new investment

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Enhancing the Success of your Business

Assisting in fulfilling your internal and external financial reporting requirements Examining the financial and tax implications of emerging business prospects Collaborating with Vetus Healthcare Solutions, LLC on devising and assessing employee retirement plan strategies aimed at attracting, retaining personnel, and optimizing individual benefits

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Minimizing the Tax Cost of your Success

Combining business and personal income tax planning to minimize your taxes State and local tax planning to reduce the tax effect of multi-location activities Employment tax and compensation planning Sales and use tax planning Property and real estate taxes

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Succession and Continuity in Business

Management Transition Planning Stock Buyback Strategy Strategic Business Exit Plans Business Valuation Services to Support Transition Strategies

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