Carmel Trust Service

IWC Trust Service specializes in advanced tax mitigation strategies for United States citizens and residents, aiming to significantly reduce state and federal tax burdens on various asset sales, including privately held companies, concentrated stock positions, and real estate. The firm also provides services designed to decrease estate gift tax on wealth transfers and offers solutions for offshore residents to minimize their non-U.S. tax obligations, all while ensuring compliance with U.S. court protections.

Additionally, IWC Trust's Business Valuation Advisory assists middle market company owners in enhancing their firm value through outsourced CFO services, ultimately leading to improved financial performance and increased business value at the time of sale. By obtaining advanced rulings from the U.S. Internal Revenue Service, the firm strives for certainty and validation in the innovative tax structures employed for its clients.

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