Integrated Tax,
Retirement, and
exit planning

Reduce Income Taxes

Reduce tax liabilities on hundreds of thousands or millions of dollars of income and profits.

Minimize Capital Gains Taxes

Reduce or eliminate capital gains taxes from the sale of businesses, stocks, real estate, and other appreciated assets.

Diversify Concentrated Positions

Diversify highly concentrated stock portfolios through tax-efficient strategies.

Portfolio Lending Strategies

Borrow against investment portfolios while potentially maintaining ownership of the underlying assets and receiving a tax deduction.

Offset W-2 Income

Utilize depreciation and real estate strategies to reduce taxable income.

Retirement Tax Planning

Reduce taxes on IRAs, 401(k)s, bond portfolios, and other retirement assets.

Business Accounting & Bookkeeping

Handle accounting, bookkeeping, and financial reporting requirements.

Business Exit Planning

Prepare for the eventual sale or transition of a business.

Tax Strategy #3: Passing Wealth Tax-Free Through Step-Up In Basis - TEST

Tax Strategy #1: Passing Wealth Tax-Free Through Step-Up In Basis

Tax Strategy #2: Borrowing Against Your Portfolio Tax-Free Instead Of Selling

Louis T. Wierenga, J.D.

Founder, Wierenga.Tax

Tax attorney and advisor focused on comprehensive tax preparation and strategic planning for high-net-worth individuals, family offices, and closely held businesses.

Business Owners

• › Business sales & exit planning
• › Entity selection
• › Tax planning & deferral

Executives

• › Stock compensation planning
• › Concentrated stock positions
• › Tax reduction strategies

Retirees

• › Reliable income planning
• › Portfolio management
• › Legacy & estate planning

High-Net-Worth Families

• › Estate planning
• › Tax minimization
• › Intergenerational wealth transfer