Stay Connected

 Traditional Defined Benefit, Defined Contribution, Profit Sharing, 401(k), and Self-Directed IRA Plans:

Every business is unique, and sometimes a traditional tax-deferred plan is the perfect answer. Solution Highlights:  Employers may receive tax deductions for plan contributions, while attracting & retaining high- quality employees.  Employees are able to defer paying taxes on a portion of their income that is invested in such a plan, while providing retirement savings for 

 Multiple Entity Planning:

This is a strategy that involves the creation and utilization of viable, separate entities to optimize qualified plan allocations and benefits for business owners. Solution Highlights:   

• By identifying and separating various revenues within a business, the business owner is able to reduce risk and mitigate tax liabilities.

• Cost savings derived from reduced tax costs and liability insurance fees can have significant impact to the organization’s bottom line profits. Benefits and tax planning opportunities can be expanded dramatically using proper business and entity planning. It’s critical to make sure all rules pertaining to controlled groups and/or affiliated service groups are followed carefully. INCOME TAX MITIGATION RISK REDUCTION

Split-Funded Qualified Plans:

A qualified defined benefit plan that enables a business owner to put away as much as 50% or more income vs. a traditional defined benefit plan. Solution Highlights:

• Higher tax deductible contributions.

• Guaranteed to become Self Completing plan due to life insurance element. INCOME TAX MITIGATION ESTATE TAX MITIGATION


Advanced Tax & Wealth Planning Solutions

Principal Office Location

20650 Stone Oak Pkwy, Suite 100
San Antonio, TX 78258
Phone: (210) 530-1292
Fax: (210) 530-1298

Other office locations available by appointment only in New Braunfels,  and Victoria.

Global Financial Private Capital does not offer tax or legal advice.  Individuals are advised to consult with their own CPA and/or attorney regarding all tax and legal matters.  Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Adviser.  Any comments regarding safe and secure investments, and guaranteed income streams refers only to fixed insurance products.  They do not refer, in any way to securities or investment advisory products.  Fixed Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company and are not offered by Global Financial Private Capital.

Texas Tax Advisory © 2013  |  All Rights Reserved


20650 Stone Oak Pkwy Suite 100

San Antonio TX 78258 US