DAVID SWANSON, Managing Director

Since 1983, David has been a leader in providing advanced tax planning as well as designing estate and retirement plan solutions. He has helped hundreds of advisors to grow their businesses utilizing comprehensive tax strategies and has helped over 500 clients to reduce their taxes. Of those clients, many realized significant tax reductions in the hundreds of thousands of dollars.

David helps the affluent and ultra-wealthy to focus first on advanced tax strategies that can’t be found on Main Street, nor provided by traditional financial or insurance products. A cornerstone of our philosophy involves using tax minimization strategies which we focus on all year round as opposed to a reactive, last minute approach. David has worked hard over the years to gain strategic partnerships with some of the top CPA firms in the country. Today, David and his team of CPAs have saved Wall Street companies and small business owners over $1 billion dollars in taxes.

David endeavors to educate business owners and CPAs on the importance of tax planning. There is never a conflict of interest for CPAs to work with our existing CPAs because tax planning and tax preparation/accounting are simply two different professions, no different than an engineer and an architect designing a building. By the very nature of their profession, CPA firms that specialize in tax prep and accounting can’t specialize in high level advanced tax design.

And, lastly, given the current economic and political climate, there has perhaps never been a more important time for the affluent to incorporate high end advanced tax planning in order to significantly reduce their taxes as well as minimize future tax exposure, allowing for greater long-term wealth accumulation. To them, taxes are a paramount concern and planning for them is no longer viewed as a luxury or convenience, but instead a clearly vital necessity.