“we offer strategies to help minimize income and estate taxes. “
We will evaluate the tax impact on every element of your financial situation, all with a view toward achieving your goals. Whether the issue is Income, state, local or international taxation, we have the experience and competence to help get the right answers.
At Zayan Business Bvba we offer a full spectrum of comprehensive tax planning services that:
Incorporate tax-efficient investing into our wealth management strategies
Develop estate planning, gifting and trust strategies that can minimize or potentially eliminate the taxes for you and your heirs
Review your situation to determine if you are taking advantage of all current and newly adopted tax laws
Offer tax-efficient investments such as tax-deferred college savings, tax-deferred retirement accounts, tax-deferred annuities, trust accounts and charitable gifting
Contact us for a tax planning consultation.
How we tailor your account
Customized
Portfolio
Active
Management
Portfolio
Management
Asset
Allocation
First, we will help determine your time horizon, spending, risk tolerance and vision for the life you want for yourself and your family. With that important roadmap in hand, we evaluate your assets, compensation and property ownership to design a portfolio that maximizes tax benefits.
Then we take care of all the details: opening and transferring your accounts, making investment transactions and handling the record keeping aspects of managing your assets.