Take the Load Off Your Shoulders— Lean on us.
Break Free From the Taxed-to-Death Life Cycle™
At Evergreen Wealth & Co., we understand how overwhelming the tax landscape can feel for business owners. From income taxes and investment gains to business sale taxes and estate taxes, it can seem like every stage of your journey is met with another financial hurdle.
That’s why we’ve built a three-pillared approach designed to help you reduce taxes strategically and intentionally — throughout your entire financial life.
Our framework addresses taxation across five critical areas:
Income
Helping reduce your overall tax liability on the money you earn.
Investment Growth
Structuring strategies that minimize taxes on how your wealth grows.
Distributions for Income
Designing efficient ways to access your money without unnecessary tax burdens.
Sale of Business
Preparing for liquidity events so you keep more of what you’ve built.
Estate
Planning ahead to reduce estate taxes and support a meaningful legacy for your heirs.
Every solution is tailored to your unique situation, helping transform tax pressure into opportunity and long-term resilience..
Attracting and Retaining Top Talent with Custom Retirement Solutions
If you’re ready to understand where unnecessary taxes may be draining your wealth, visit the next page to explore the 10 Laws of Tax-Managed Planning© and take our assessment to see where you may be overpaying.
Evergreen Wealth & Co. is here to help you turn tax liabilities into opportunities for growth, clarity, and long-term stability.
A strong, competitive retirement plan is one of the most powerful ways to attract and keep exceptional employees. At Evergreen Wealth & Co., we help businesses create retirement solutions that are customized, compliant, and aligned with both the company’s goals and employees’ needs.
We help you design and implement plans that support long-term financial security for your team — strengthening your culture, improving retention, and adding real value to your organization.
Ready to Reduce Your Tax Burden?
Our Three-Pillared Approach:
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Integrating Tax Planning with Your Overall Plan
We seamlessly integrate your tax management plan with other essential business and wealth management disciplines:Tax-Managed Planning
Investment Management
Protection Planning
Succession Planning
This holistic approach ensures that your tax strategy complements and enhances your overall financial plan.
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Utilizing The 10 Laws of Tax-Managed Planning©
Our approach is grounded in the 10 Laws of Tax-Managed Planning©, a robust framework that guides our strategic planning:
Tactical Structure
Accountant Expertise
Xpert Knowledge
Minimize Tax and Costs
Allocation of Tax Strategies
Navigate Strategies and Advisors
Annual Review
Governance
Estate Planning
Design, Develop, and Delegate
This holistic approach ensures that your tax strategy complements and enhances your overall financial plan.
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Planning in 3-D: Design, Develop, Delegate
Design: We DESIGN the plan utilizing the 10 Laws to address your unique tax challenges.
Develop: We DEVELOP strategies that effectively mitigate taxes throughout the Taxed to Death Life Cycle™.
Delegate: We DELEGATE the implementation of these strategies to your advisors or our Strategic Advisor Resource Team (ST.A.R. Team), ensuring expert execution and ongoing support.
Key Employee Planning
The goal isn’t to fear the unexpected — it’s to prepare for it.
A well-designed key employee strategy helps business owners:
Reduce financial loss
Maintain operational stability
Protect client relationships
Support team confidence
Preserve business continuity
Preparation creates resilience, and resilience protects the business you’ve worked so hard to build.
Strategic Solutions to Protect Your Business
Every thriving business depends on people — especially the individuals whose skills, judgment, and relationships are central to your success. These are your key employees: the ones who make decisions confidently, nurture client trust, or manage crucial operational functions.
Losing a key person unexpectedly can create significant challenges, including:
Loss of revenue or productivity
Operational slowdowns
High recruiting and training costs
Disruption of client relationships
Damage to brand reputation.
What would happen if a key employee passed away or left unexpectedly?
Small business owners invest tremendous energy into building something meaningful — but many overlook one essential question:
Why Work With Us
Your business has its own rhythm, challenges, and priorities — and your financial strategy should reflect that.
We take a personalized, collaborative approach to business wealth and retirement planning. By understanding your goals, operations, and long-term vision, we design strategies that are:
aligned with your objectives
optimized for both efficiency and benefit
simple to administer
supportive of sustainable growth
Your business deserves a plan built with intention, clarity, and lasting value.
BUILDING BUSINESS RESILIENCE WITH EVERGREEN WEALTH & CO
No one can predict the future, but every business can prepare for it. A thoughtful protection plan ensures that your company — and the people who depend on it — remain secure no matter what life brings.