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Smart Tax Planning, Limitless Wealth Potential

Innovative strategies to minimize federal taxes for high earners and businesses. We specialize in advanced techniques that go beyond traditional planning, potentially saving millions in taxes annually.

As our primary focus, we specialize in sophisticated tax reduction strategies that go far beyond traditional planning. Our team of advanced tax reduction strategists employs innovative, high-impact approaches to minimize or even eliminate federal taxes for our clients.

Services

Customized tax strategies

Developing customized tax strategies for high-wage W-2 earners, business owners, and high-net-worth individuals

Advanced tax reduction planning

Implementing advanced tax reduction planning for those owing over $100,000 in federal taxes

Liiquidity events & Capital Gains Solutions

Offering unique solutions for large liquidity events and high realized capital gains

Charitable Planning Strategies

Utilizing cutting-edge charitable planning strategies, including our "charitable 4x strategy"

FAQ

What is SWAN Virtual Family Office (VFO)?

SWAN VFO is a comprehensive financial services firm that brings together an elite group of specialists to provide advanced planning for high net worth individuals, successful business owners, and high wage earners. We offer integrated services across six key pillars: Advanced Tax Planning, Business Advisory and Valuation, Financing & Debt Elimination, Legal and Charitable Planning, Advanced Insurance Solutions, and Wealth Management.

Who is SWAN VFO's ideal client?

Our services are tailored for:
- High-wage W-2 earners making more than $340,000 annually
- Business owners with more than $1.4 million in revenue and six-figure profits
- Individuals paying more than $100,000 in federal taxes
- People with a net worth of more than $10 million

What sets SWAN VFO apart in tax planning?

We specialize in advanced tax reduction strategies that go beyond traditional planning. Our team has access to national-level strategies that many other advisors don't, potentially saving our clients millions in taxes annually.

Can SWAN VFO help with large liquidity events or high realized capital gains?

Absolutely. We have numerous strategies to offset and mitigate capital gains, even after they've been realized. However, we can provide more options if we're involved before the gain is realized.

What is the "charitable 4x strategy"?

This is a unique tax reduction strategy where you can potentially get a 4x deduction on your charitable contribution. For example, if your total household income (AGI) is $1 million, you could make a $75,000 contribution and potentially receive a $300,000 itemized charitable deduction on your 1040.

Is it too late to do advanced tax planning for the current year?

While most strategies need to be in place before the end of the year, it's rarely too late to start planning. We can often implement strategies up until the last week of the year, but we recommend starting as early as possible to maximize your options.

How does SWAN VFO's Virtual Family Office model work?

Our Virtual Family Office brings together a team of specialists across various financial disciplines. This allows us to provide comprehensive, coordinated services similar to a traditional family office, but with greater flexibility and cost-effectiveness.

Does SWAN VFO offer services beyond tax planning?

Yes, we offer a wide range of services across our six pillars. This includes business advisory, financing solutions, legal and estate planning, insurance strategies, and comprehensive wealth management.

How does SWAN VFO approach charitable planning?

We offer a variety of charitable planning strategies tailored to each client's philanthropic goals and tax situation. Our approach goes beyond basic strategies, utilizing our full charitable planning playbook to maximize both the impact of your giving and the tax benefits.

How can I get started with SWAN VFO?

To learn more about our services or to schedule a consultation, you can contact Ryan Foncannon at our office. We'll discuss your specific situation and how our comprehensive planning approach can benefit you.

Maximizing Wealth Through Tax Reduction

Advanced Tax Planning

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