Case Study 1
The selling of a successful business enterprise often results in a large federal tax bill for the owner(s). DeRamus Wealth Management has effectively worked with such owners and their CPAs in the past to substantially reduce this tax liability.
Case Study 2
Physicians are often concerned about lawsuits against their practices. Often, the doctors’ accounts receivables is one of their biggest and most exposed assets. Through the proper structure, the risk to this asset can be reduced, giving physicians more confidence.
Case Study 3
Corporations and Business Enterprises
401(k) Plans are fast becoming one of the largest assets of many households. Even so, we find that most plans are not sufficiently diversified to offer employees their greatest potential for growth. DeRamus Wealth Management has the ability to review and evaluate a plan’s investment choices to aid both employees and the sponsoring company.
Case Study 4
DeRamus Wealth Management can help clients who are already taking income from their investments to help increase the amount of income they receive from their investments.