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We work with small business owners to address their specific planning needs.
Income Tax Planning & Tax Return Preparation
The most successful tax strategies are those that reduce taxes without disrupting financial and business goals. We seek to help clients accomplish this through the preparation of tax returns and tax projections in conjunction with detailed analyses of their situation. We also can help small business clients identify and establish the most appropriate legal structures for tax and liability purposes.
Business Continuation Strategies
We assist business owners in developing transition and exit strategies suited to their current and future financial situations.
To minimize financial loss to the business in the event of death, disability or property loss, we help develop alternative income sources and perform an insurance needs analysis. Areas of focus may include company-owned life insurance, buy-sell agreements and other planning strategies.
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Creative Financial Group (“CFG”) is a division of Synovus Securities, Inc (“SSI”), member FINRA/SIPC. Prior to January 1, 2011, CFG was a separate registered investment adviser affiliate of SSI. Investment products and services are not FDIC insured, are not deposits of or other obligations of Synovus Bank, are not guaranteed by Synovus Bank and involve investment risk, including possible loss of principal amount invested. Synovus Securities, Inc. is a subsidiary of Synovus Financial Corp and an affiliate of Synovus Bank. You can obtain more information about Synovus Securities, Inc. and its Registered Representatives by accessing BrokerCheck