About Us
Here at the Buckhead Planning Group we have aligned ourselves with the best of the best to facilitate any specialized tax needs of our Clients. We work in conjunction with your CPA to uncover tax savings within the Tax Code, ask us about these Tax Mitigation Strategies:
- ERC
- CRT Trust
- 1031 Exchange
- Cost Segregation
- Depreciating Land
- R & D Tax Credits
- Georgia Film Credits
- Opportunity Zone, 2018
- Intermediated Installment Sale
- Federal Credits, HTC, HPE, WOTC, & Solar
- State Tax Credits, LIHTC & SC Mill and Textile
- Advanced Planning Strategies
- Executive Compensation & Benefits
- Estate Planning & Wealth Preservation
- Key Man Life Insurance Case Design(IUL, Term, Whole)
Comprehensive Approach
The tax code is always changing.
This is why we want to form a relationship with your CPA.
It's not about what you make, it's about what you keep.
Committed to Service
Every strategy starts with an excellent client relationship.
Our mission and values include exceeding our client’s every expectation.
Our Team Approach and Tax Strategies.
CPA's, Attorneys & Insurance Groups
Earning a good living and amassing a large net worth are both aspects of the American dream. Paying a lot of taxes is not. This is why we consult with your trusted advisor groups.
Federal and State Tax Programs
W.O.T.C. Tax Credit up to $9,600 per employee
1031 Exchange and DST
Cost Segregation
R & D Credits
Georgia Credits
GA Film , 10-15% savings
LIHTC, 12-17% savings
Historic Tax Credit
South Carolina Credits
Historic Tax Credit
Abandon Building
Textile Mill