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Tax-Advantaged Business Planning

Advanced Strategies for Business Owners & Real Estate Investors...

If you own a business or invest in real estate – or are thinking of starting a business or investing in real estate – your financial situation just got a whole lot trickier.

You need a financial advisor who understands the intricacies involved with business ownership and real estate investment, including:

How the business is structured; How assets are owned
When to buy or invest in new capital; How to take money out of the business

Left unanswered and without sufficient strategies, these questions could cost you a fortune in unnecessary taxes. Not all New Jersey financial advisors are equipped to help you answer them, but at JFL Total Wealth Management, we specialize in providing Tax-Advantaged Business Planning. We know how to start and manage a business, we understand the tax benefits and challenges, and most importantly, we can confidently manage both the business and personal financial matters concurrently.

Tax strategies are essential to our practice, and we will work diligently to defend what you worked so hard to achieve. In addition to our advanced tax strategies, here are some of the services and products offered to business owners and real estate investors:

Retirement Plans

  • Defined Benefit (pension, 412(i))
  • Defined Contribution (SEP, SIMPLE, 401(k), Profit Sharing)
  • Retirement plans focusing on larger contributions to owners and key employees
  • Fiduciary- we legally act as a fiduciary and in the best interest of your employees
  • Individual counseling – for retiring employees


  • Long-Term Care
  • Executive Disability Programs
  • Life

Business Continuation & Executive Compensation Programs

  • Buy/Sell funding programs
  • Succession Planning Counseling
  • Key Man Retention Programs
  • Supplemental Executive Retirement Plans
  • Deferred Compensation
  • 162 Controlled Bonus
  • Split Dollar
  • Key Man Insurance programs

Personal Financial Planning

  • For business owners and key executives
  • Estate planning
  • Investments and personal insurance
  • Insurance, risk analysis, and risk evaluation
  • Tax planning and tax reduction strategies
  • Coordination with your other professional advisors
  • Intergenerational wealth transfer strategies
  • Charitable giving
  • Social Security planning

 Disclosure: Triad Advisors, LLC does not provide tax advice.

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