Taxes can erode your wealth. Our strategies help you reduce your tax liability today and in the future.

Our proprietary process goes beyond just managing tax returns. We use a comprehensive approach that consolidates ideas and expertise across multiple platforms. This creates proactive solutions that work specifically for you.

Through our partnerships with CPA firms across the country, we create plans that reduce income, estate and gift taxes. We can also mitigate the impact of taxes on assets, such as your business and investment portfolio.

Along with our tax efficiency plans, we can advise you about your deferred compensation, 83(b) elections, tax recovery programs or 1031/1035 exchanges. We also consult on Short/Long Term Incentive Plans, DSTs and OZ Funds.

At Sentinel Strategies, we help you leverage outside funds to protect and grow your wealth. We specialize in the transaction classes of development, acquisition, and refinance. This includes business lines of credit, portfolio acquisitions, balance sheet loans, and beyond.

We find solutions for loans between $1 and $500+ million USD. By placing the debt through our network of over 100 lenders, we can deliver the best interest rate possible.

Fees for financing are most often rolled into the loan. This allows you to extend your asset portfolio without incurring out-of-pocket expenses. Since we pride ourselves on building and maintaining relationships with our clientele, our services extend through the life of the loan.

Risk management plays a vital role in wealth preservation. We provide a complete program by dividing it into three categories: personal, business and estate.

Your personal insurance coverage should cover both your assets and loved ones. Our network of professionals can find the best policies to ensure your valuables and protect your legacy. We also use other risk management tools such as life insurance premium financing to protect and build your wealth.

We apply risk mitigation strategies for businesses as well. Life insurance options such as key person policies and funding for buy-sell agreements can protect your business when the unexpected happens. A Business Owner’s or Professional Liability policy may also need to be put into place.

Your estate can also face risk through taxes and legal affairs. We utilize local trustees who understand you and your family and can help minimize probate. In addition, we can find the life insurance policy that best offsets estate taxes.

Through guidance by our network of financial professionals, we can ensureproper legal structures while managing risk and tax exposure. This includes proper estate planning, choosing the right business structure and utilizing trusts.

Our comprehensive strategy starts with the basics. We ensure all legal documents such as your will, trust and Power of Attorney are in place.

Next, we examine your business structures. We help you assemble the best design for current and future tax liabilities. We also take into account your particular goals, such as your desired exit strategy, and customize accordingly.

Finally, Sentinel Strategies helps you with advanced estate planning tactics, such as IDGTs, GRATs and ILITs. We ensure that these trusts work together to maximize estate preservation

We have a strategic partnership with Professional Risk Management, which handles executive benefit design, insurance arrangements, and tax recovery strategies. Professional Risk Management is a group of financial professionals with decades of experience.

Their firm offers executive benefit design, as well as financial planning for businesses, owners, and executives. They also specialize in financial planning for medical professionals.

Since Professional Risk Management is an independent firm, they provide an objective and agnostic plan to all of their clients. You can learn more about how they can serve you at www.prmnorthwest.com