• Asset Protection

    Initiating a business is often a risky proposition. Your prized possessions, dreams, and labor are put in danger in order to develop a good or lservice that would aid society and your own financial future.
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    Tax Planning

    We will work to make sure you have the lowest tax possible and comply
    with all your legal obligations
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    Estate Planning

    Estate planning is proposing a way to distribute your estate if you are no longer able to manage it yourself because of disability or your death.
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    Retirement Planning

    Investing in a 401K is a scam promoted by the US government. Social Security funds are paid out to retired workers using taxes from current workers.
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Micro Family Office

A Legacy of Wealth, Not a Burden of Taxes.
For those with a net worth above $5 million, the rules of the game are different. It's time your strategy was, too.

You've achieved a level of success that places you in an elite category. With annual income surpassing $1 million and a net worth above $5 million, your financial landscape is complex. Standard solutions no longer apply.
The greatest threat to your legacy is no longer a lack of growth, but the silent erosion from taxes, inefficiency, and disconnected advice.
At Avant Tax & Finance, Inc., we provide the sophisticated, integrated guidance you need to not just protect, but significantly multiply your wealth for generations to come.

Your Micro Family Office. Seamlessly Integrated.
We move beyond traditional advisory by acting as the central hub for your entire financial universe. We seamlessly integrate the experts you need, working in concert under one coordinated strategy.

Preserve Your Wealth
   .Advanced Tax Mitigation Strategies
   .Dynasty & Irrevocable Trust Planning   
  .Charitable Giving & Foundation Setup
  .Estate & Gift Tax Elimination

Multiply Your Wealth

  .Tax-Efficient Investment Structuring
  .Private Placement & Alternative Investment Guidance
  .Holistic Portfolio Management Oversight 
  .Legacy & Succession Planning

Our Integrated Dream Team

We partner with top-tier, independent specialists to execute your plan flawlessly.
. AVANT TAX & FINANCE (Your Quarterback): Your chief    strategist, ensuring all pieces work in harmony toward your goals.
.ATTORNEYS: Specializing in trust, estate, and corporate law to fortify your legal structures.
.INVESTMENT ADVISORS: Providing vetted, sophisticated     investment opportunities aligned with our tax-efficient   framework.
. CPAs: Implementing advanced accounting and compliance   strategies for optimal financial clarity.




Fractional CFO Services

  •  As a Fractional CFO, we partner with our clients to guide them on strategic planning and act as a Catalyst for their Finance function to support business growth and profitability
  • Our Fractional CFO service offering covers a range of strategic finance services including:
- Review of Financial Statements
- Financial Modeling including scenario analysis
- Cash Flow Projections
- Budgeting and Forecasting over various time horizons
- Identifying and tracking Key Performance Indicators (KPIs)
- Capital raising strategies (debt and equity)
- Cost Optimization
- Review of Products, Services, Markets and Customer Segments
- Review of Finance Infrastructure, systems and processes
- Overseeing due diligence
- Oversight over client’s Accounting Team
- Risk Management and Compliance with applicable regulations

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50/30/20 Financial Guideline

Many people need help managing their expenses. We recommend using the 50/30/20 method introduced by U.S. Sen. Elizabeth Warren, where spending is divided into three categories:
  •  50% allocated to Needs(e.g., groceries, health care, mortgage/rent)
  • 30% allocated to Wants (e.g., entertainment, shopping, travel)
  • 20% allocated to Savings or paying off debt (e.g., student loans, credit card debt, retirement)
This method works because it prevents overspending while allowing one to enjoy life and prepare for future expenses. However, managing your finances is only efficient once it is all mapped out. Therefore, Avant Tax provides many types of planning for more significant savings

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Tax Planning

Around 35% of an average American's lifetime earnings are dedicated to paying taxes. Unfortunately, many need to realize there are approved strategies to reduce the greatest expense in their lives. By thoroughly analyzing your financial standing, our tax professionals can significantly reduce your taxes, making you tax efficient.


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Financial Planning

There are many financial instruments accessible that are known to very few; however, Avant Tax clients are supplied with the best devices available. Our experienced financial planners specially curate to the individual's short-term and long-term goals to build our client's lifelong confidence.


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Retirement Planning

No one can anticipate what will happen in the future, but it is possible to prepare for it. Saving up for retirement does not have to be a headache. First, Avant Tax will classify income and expenses to help you allocate more than enough money to support your retirement. Our approach will reduce risks while also ensuring the least possible taxes.


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Estate Planning

This planning provides a cushion for your loved ones after your passing. Most estates are not coordinated and cause legal burdens on the beneficiaries still recovering from a family death. Assets may not transfer directly, and the government can withhold them as long as needed. We provide the careful estate planning necessary to alleviate the tragedy of one's passing.


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Disclaimer

Avant Tax and Finance, Inc. is not a CPA firm. Audits, reviews, and compilations are referred to Thomas Reed, P.C. (Thomas Reed, CPA)

The purpose of this website is to provide information, rather than advice or opinion. It is accurate to the best of the owner/operators’ knowledge as of the date the content was developed. The information, examples and suggestions presented in this material have been developed from sources believed to be reliable and credible. Accordingly, this website should not be viewed as a substitute for the guidance and recommendations of a retained professional and should not be construed as professional advice. In addition, Avant Tax and Finance, Inc. does not endorse any systems, processes or protocols addressed herein unless they are produced or created by Avant Tax and Finance, Inc.

Avant Tax and Finance, Inc. recommends consultation with competent and professional advisors before applying this material in any particular, factual situations. Any references to non-Avant Tax and Finance, Inc. websites are provided solely for convenience, and Avant Tax and Finance, Inc. disclaims any responsibility with respect to such websites. To the extent this website contains any examples, please note that they are for illustrative purposes only and any similarity to actual individuals, entities, places or situations is unintentional and purely coincidental. In addition, these examples are not intended to establish any standards or to serve as legal or accounting or tax advice appropriate for any particular factual situations. All Avant Tax and Finance, Inc. products and services may be subject to change without notice.

The information contained herein is intended to be used and must be used for information purposes only. It is not intended to be a source of advice for accounting, tax, financial, investment or other purposes or for credit or financial analysis with respect to the material presented. It should not be used as a substitute for professional consulting. Before making any decision or taking any action, you should consult an Avant Tax and Finance, Inc. professional.

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