AmeriTax USA . . . Executive Tax Service
Accounting and Tax Preparation
We Solve IRS Tax Problems. Settle IRS Back Taxes for LESS!
Nationwide Service . . .
Home office in Louisville, Jefferson County, KY . . . and in Oldham County, KY
Norton Commons Boulevard at Meeting Street, Prospect, KY 40059 ,
(502) 690-2793 Office We have a limited number of new customer openings, please phone Dan Gilbert, or use the Contact form on this website to ask questions or schedule an interview.
Wm. Dan Gilbert M.Ac., M.B.A.
SUCCESSION, ESTATE, and EXECUTIVE BENEFIT Planning and Analysis
We define our role as advocates on behalf of businesses and families who require highly specialized financial and advisory services. Our goal is to help our clients achieve their goals while minimizing all types of risk.
As an independent national financial services company, our desire is to provide access to financial and consultative resources. With those resources in place, we facilitate the complex corporate and personal financial decisions our clients must make.
Contact us for more information on the best strategies!
What are the best strategies for corporations to:
- Prepare for leadership and financial contingencies?
- Combat erosion of executive benefits?
- Liquidate corporate owned life insurance policies for
more than their cash surrender values?
What are the best strategies for family businesses to:
- Secure the best future for the companies they have built?
What are the best strategies for affluent individuals to:
- Protect financial achievement and assure long term goals?
- Sell their old life insurance policies instead of surrendering them?
What are the best strategies for affluent families to:
- Control the value of their legacy over generations?
Wm. Dan Gilbert M.Ac., M.B.A. Norton Commons Boulevard, Prospect, KY 40059
| |
|
CIRCULAR 230 NOTICE: The Internal Revenue Service regulations require us to advise you that, unless otherwise specifically noted, any tax advice in this communication (including any attachments, enclosures, or other accompanying materials) was not intended or written to be used, and it cannot be used, by any taxpayer for the purpose of avoiding penalties under the Internal Revenue Code or applicable state or local law provisions.