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Escape the Taxed to Death Life Cycle™

At Evergreen Wealth & Co, we understand the relentless tax pressures that can impact business owners throughout the Taxed to Death Life Cycle™. From income taxes on earnings to capital gains taxes on investments, and even estate taxes upon your passing, it can feel like your financial growth is continuously under siege.

That’s why we’ve developed a comprehensive, three-pillared approach designed to effectively mitigate your tax obligations at every stage of your financial journey. Our strategies are tailored to address taxation on:

  • Income: Reducing your tax liability on earnings.

  • Investment Growth: Minimizing taxes on the growth of your investments

  • Distributions for Income: Managing taxes on the distributions you rely on for income.

  • Sale of Business: Structuring the sale of your business to minimize tax impacts.

  • Estate: Planning to reduce estate taxes and maximize the wealth transferred to your heirs.

Attracting and Retaining Top Talent with Custom Retirement Solutions

Are you ready to escape the burden of excessive taxes? Visit the next page for an outline of the 10 Laws of Tax Managed Planning© and take our assessment to discover if you’re being taxed to death. Let Aspen Creek help you turn your tax liabilities into opportunities for growth and security

Providing a robust retirement plan is essential for attracting and retaining top talent in your organization. Evergreen Wealth & Co, offers customized retirement plans that cater to the needs of your business and employees. We help you design and implement plans that are both competitive and compliant, ensuring long-term financial security for your workforce.

Break Free from Excessive Taxes

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Our Three-Pillared Approach:

  • Integrating Tax Planning with Your Overall Plan


    We seamlessly integrate your tax management plan with other essential business and wealth management disciplines:

    • Tax-Managed Planning

    • Investment Management

    • Protection Planning

    • Succession Planning

    This holistic approach ensures that your tax strategy complements and enhances your overall financial plan.

  • Utilizing The 10 Laws of Tax-Managed Planning©

    Our approach is grounded in the 10 Laws of Tax-Managed Planning©, a robust framework that guides our strategic planning:

    • Tactical Structure

    • Accountant Expertise

    • Xpert Knowledge

    • Minimize Tax and Costs

    • Allocation of Tax Strategies

    • Navigate Strategies and Advisors

    • Annual Review

    • Governance

    • Estate Planning

    • Design, Develop, and Delegate

    This holistic approach ensures that your tax strategy complements and enhances your overall financial plan.

  • Planning in 3-D: Design, Develop, Delegate

    • Design: We DESIGN the plan utilizing the 10 Laws to address your unique tax challenges.

    • Develop: We DEVELOP strategies that effectively mitigate taxes throughout the Taxed to Death Life Cycle™.

    • Delegate: We DELEGATE the implementation of these strategies to your advisors or our Strategic Advisor Resource Team (ST.A.R. Team), ensuring expert execution and ongoing support.

Key Employee Plan

When considering long-term success, it’s important to identify who your key employees truly are. Is it the person you trust to make decisions in your absence? The one who maintains strong client relationships? Or the one who manages the company’s financial lifeline?

The sudden loss of such a valuable individual can create serious challenges, including:

  • Loss of revenue due to reduced productivity or weakened customer relationships

  • Operational disruptions that slow or halt business functions

  • High replacement costs for recruiting and training a qualified successor

  • Damage to reputation and goodwill in a competitive marketplace

Would you like me to reword the next section too (for example, potential solutions or planning strategies to protect against this risk)?

Strategic Solutions to Protect Your Business

Small business owners pour their heart and energy into building and managing their businesses. But many overlook one crucial question: What would happen if a key employee suddenly passed away or left unexpectedly?

The loss of a key team member can be devastating — not due to poor management, but simply because the business wasn’t prepared for the unexpected.

Impact of Losing a Key Employee

The best time to prepare for a potential loss is before it happens. Business continuity depends on proactive planning — not reaction. By implementing a key employee protection strategy, business owners can minimize financial loss, stabilize operations, and maintain confidence among clients and employees.

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Why Choose Us?

Whatever your goals may be, we take a personalized approach to retirement planning — working closely with you to understand your business needs and design a strategy that aligns with your objectives. Our expertise ensures your plan is optimized to maximize benefits while minimizing administrative complexity.

BUILDING BUSINESS RESILIENCE WITH EVERGREEN WEALTH & CO

No one can predict the future, but every business can prepare for it. A thoughtful protection plan ensures that your company — and the people who depend on it — remain secure no matter what life brings.

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