Albert Einstein
We offer comprehensive tax planning and tax preparation services for our Wealth Managment clients only. We do not currently offer tax preparation to the general public.
Determining the most tax efficient entity for your business and guidance on reasonable compensation for an S-Corp
Solo 401k vs SEP IRA, implementing a plan for your business, Roth IRA conversions, plan contribution planning
Tax-loss harvesting, tactical asset disposition and asset location planning, tax lot selection, analysis and calculations
Backdoor Roth IRA conversions, capital gain timing, 1031 exchanges, installment sales to minimize tax due
Deduction bunching, home offices, HSA/FSA, dependent care and medical care reimbursement, pre-tax health plans
Qualified Business Income deduction and optimization strategies, bonus depreciation, startup costs
Creating an exit strategy, guidance on tax timing, Alternative Minimum Tax thresholds, option exercise, RSU dispositions and tactics
Utilizing Donor Advised Funds (DAF), tax efficient giving, Qualified Charitable Distributions, family and residence tax credits
Monthly and quarterly Estimated Tax calculations and payment strategies, meeting safe harbor thresholds, etc.
Cavalot Capital LLC ("Cavalot Capital") is a registered investment advisor offering advisory services in the States of California, Louisiana, Nevada, Oregon and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training.
The information on this site is not intended as tax, accounting or legal advice, as an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, cryptocurrency, protocol, token or other securities or non-securities offering. This information should not be relied upon as the sole factor in an investment making decision.
© 2024 Cavalot Capital - All Rights Reserved