Creative Tax, Asset Protection & Estate Planning

Tax, Estate and Asset Protection Planning must be comprehensive and must work within the business and financial structure of a family or individual.   We provide our clients with tax, asset protection and wealth accumulation structures that are effective, efficient and practical.   Our many years of experience in business coupled with our technical expertise uniquely qualify our firm to provide planning that works for people who are still actively engaged in their profession and with structures that will seamlessly interface with their existing operations and investment strategies.

Under the banner of Creative Asset Protection Strategies, Inc., we have assembled a multi-disciplined group of tax, legal, accounting and insurance professionals who have associated to provide clients with creative tax planning, proven asset protection strategies and structures and wealth transfer programs. We utilize a wide range of advanced strategies which include domestic and offshore asset protection structures, dynasty trusts, creative domestic business structures, specialized non-ERISA employee benefit programs for tax reduction, wealth transfer and asset protection, and offshore life and captive insurance programs. Our firm has developed strategies to utilize funds in qualified accounts (IRA, 401k, 403b and Keogh) for real estate investments and other high-yield non-traditional areas, and has created specialized real estate investment programs for private funds. In addition, we have unique programs which utilize not-for-profit organizations in tax planning and asset protection and are specialists in domestic and international gifting programs and endowment fund development. We maintain a highly trained staff and alliances with top professionals in each area of specialty for your benefit.

David W. Southwell, CPA is the Chief Executive of Creative Asset Protection Strategies, Inc., and is the principal of David W. Southwell CPA, PLLC through which his CPA practice is conducted. David’s wealth of experience as a CPA, financial executive, and entrepreneur in the domestic and international marketplace provides him with a practical approach to tax and asset protection planning that is unique. It is the philosophy of the firm that there must be genuine and on-going savings generated by the strategies we employ and that the business structures we recommend to our clients must support and facilitate their business and investment goals.

We represent clients before the IRS for audits and other controversy areas and have outstanding results. We have a specialty group that works with entrepreneurs to develop their business structure and operations and to assist them with business planning and obtaining investment capital.

We encourage you to read this site. Make the copies that you wish to make. Then, when you are ready to protect your assets, increase your wealth, and reduce your taxes get in touch with us. We are ready to help you do things well.