The Tax-Smart

Wealth Protection

Audit

For Business Owners & High-Income Professionals

in the Mid Atlantic

Stop Overpaying in Your "Tax Now" Bucket.

Discover the 8 Point Checklist Used to

Shield Assets and Reduce Future Liability

The 8-Point Inspection

The "Tax-Never" Bucket: How to legally structure income streams that are exempt from future tax hikes.

Liquidity Check: Why your "Old 401(k)" might be a trap—and how to unlock it without penalties.

Asset Shielding: Strategies to protect business and personal assets from litigation or long-term care events.

Legacy Planning: Ensuring your wealth transfers to your family, not the IRS.

Your CPA is Playing Defense

Most successful business owners have a CPA who is excellent at filing history. They ensure you are compliant and maximize standard deductions.

But compliance is not strategy.

You need to play offense

If you are earning over $250k, you face specific threats that standard tax prep ignores: AMT phase-outs, long-term care exposure, and future tax-rate risk on your 401(k).

This audit bridges the gap between "Filing Taxes" and "Building Wealth."

Is This For You?

This resource is specifically engineered for:

✅ Business Owners with $250k+ Net Income.

✅ Medical, Legal, and Tech Professionals in the Mid-Atlantic region.

✅ Individuals looking to minimize tax drag on their investment returns.

❌ Note: This is NOT a guide for basic standard deductions or filing simple returns.

About Ian Watson

Ian is a Wealth Preservation Specialist based in Pensylvania. He specializes in helping business owners transition from "Accumulation" to "Preservation," using advanced tax-mitigation strategies often reserved for ultra-high-net-worth families.

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