Successful Business Owner Paying Too Much In Taxes

Are You A Successful Business Owner And Totally Frustrated By The Amount You Pay In Taxes?

Tax compliance is not the same as tax planning. Your CPA or tax preparer may check all the right boxes to help keep you out of trouble, but that’s not enough! This is merely tax compliance. To save money, you need a tax planning strategy.

Keeping the most of what you make is important to your business, and we want that too. We can find the missing opportunities that may be costing you thousands in taxes every year.

Meet Terry DuPont!

For the past 42 years it has been my passion to help families, businesses, executives, and other professionals to protect their incomes and accumulated assets from market losses & volatility, excessive costs & fees, unnecessary confiscatory taxation, and excessive & avoidable risk. I feel it is my moral and professional responsibility to provide leadership and guidance in helping people cut through all the misleading, conflicting information, and confusion that is out there… so they can make wise decisions leading to a life of success, meaning & significance… with an emphasis on wealth preservation and protective growth.

At the end of the day, it is not my responsibility for what someone may do. It is my moral and fiduciary duty however, to make certain that all our clients, family, and friends, have all the best available and appropriate choices to design, control and achieve the best possible outcomes for their future.

In doing so, I have found that I grow and prosper more by focusing on the success of others, than fretting over my own.

I work differently than most advisors in that I have been around long enough to realize that finances do not exist in a vacuum… and are directly affected by health and relationships. I believe it is never really all about the money… it is more about “What Money Means”. I feel it is imperative that our clients are put in a position of assurance that all their financial and personal needs are met with a family touch, and with the highest probability of success… based on principles of common sense, a balanced approach, facts, math, and science, not opinions.

For the last several years, it has been my pleasure to serve as Lead Adviser for the CPA Plus & Collaborative Professionals Network and Managing Director of the Adviser Plus Network, where I have been fortunate to be one of only a few advisers in the country that mentors and provides leadership to other advisors and CPAs across the nation, where I consistently field calls from both camps for counsel and support with their practices, Financial Management Oversight, Tax Mitigation, Wealth Preservation and Tax-Free Income Strategies, just to name a few. I have a passion for helping others succeed.

When I was blessed with the offer to serve as a Managing Director of Redwood Tax Specialists, I felt there was no better opportunity to further my passion by working with CPAs and other financial advisors to change the lives and business of their clients, by substantially & legally mitigating their taxes, increasing their income, and helping them preserve their wealth.

“There are two systems of taxation in our country: one for the informed and one for the uninformed.”

– Learned Hand, Judge, United States Court of Appeals for the Second Circuit

Created by:

DuPont Advisory Group

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