The Services We Provide.
We consistently bring the best of more than 41 years of experience to each and every client, with the following services:
The Services We Provide.
We consistently bring the best of more than 41 years of experience to each and every client, with the following services:
Financial Analysis.
Your Spendthrift Trust is a valuable investment and the management and operation of your Trust is critical to its success. We can analyze your current tax situation and show you how your Spendthrift Trust can accomplish 100% asset protection while deferring a portion of your taxes. A properly run Spendthrift Trust is a superior vehicle for growing wealth and protecting your assets while deferring some or most of your current taxes.
At the outset, Independent Financial Services will thoroughly and conscientiously study your individual, business and Trust situations, and tailor our advice to your specific needs to ensure that your Trust is structured and operated to its fullest potential as a standalone Trust or in conjunction with your on-going business.
Note: Independent Financial Services Trust wants to make clear that the Trustee of a Spendthrift Trust has the responsibility to compile tax data for their Trust each year and to employ the use of a specialized Trust tax preparer to complete their yearly Trust tax return. Independent Financial Services Trust is glad to help, however the Trustee can select any specialized Trust tax firm of their choice. It is the Trustee’s responsibility!
Trust Consulting & Management Advisory Services.
As a true business partner, we are available to help you deal with most Trust problems. We stand ready to assist you in making the right decisions for the future of your Spendthrift Trust.
Whether it is questions related to setting up your Trust, operating your Trust, managing your Trust, or constructing the best approach to taking advantage of asset protection and tax savings, we have the crucial business acumen and analytical capabilities to help you make the right decisions.
Our Management Advisory Services focus on improving the efficiency and effectiveness of your Trust and its operations. IFS can provide sufficient support in all matters dealing with the implementation, management, and operation of your Trust.
Buying or Selling Assets.
Few Trust decisions are more important, complex, and potentially Trust altering than a buy or sell decision. When you are ready to purchase or sell assets for your Trust, IFS can provide sufficient information and support for your needs.
Financial Statements.
Financial statements are an important tool for management decision making. Financial statements also provide the data necessary for proper tax reporting. We will work closely with you or your key personnel to develop and finalize accurate and timely financial statements.
Tax Preparation.
Tax matters affect everyone. We can work with your bookkeeper or business personnel to help you structure your financial reporting to minimize taxes and ensure the smooth transition from year to year.
Effective tax preparation and planning can help you to minimize your current and future tax liability. We can help you proactively manage your personal, business and Trust tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa.
Not all tax planning opportunities are readily apparent. However, by having IFS on your team, you are more likely to benefit from those opportunities. We understand how the latest federal and state tax legislation affect you, your business, and your Trust. And we are constantly identifying new ways to reduce federal and state tax liabilities. We are available to our clients to help handle most Trust, personal and business tax-related matters.
“I’ve worked too hard building my business to risk having the assets taken away.”
I have been a satisfied client of Independent Financial Services for almost 40 years. After discovering how sub-chapter S corporations and LLCs have 100% exposure to lawsuits and judgments, IFS explained the asset protection afforded in a properly constructed Spendthrift Business Trust. Since purchasing an IFS Business Trust, I not only have asset protection and a legal means that permits pass-through income, but I also receive great tax savings. IFS also does all my tax work. I’m so glad that I learned about IFS and the Business Trust they offer. You can trust them to help you, too.
