Plan Smart. Invest Wisely. Retire Confidently.
Is Your Retirement Plan
on Track?
Retirement is more than a milestone—it’s the start of a new chapter. But with evolving rules, market shifts, and longer lifespans, a one-size-fits-all plan won’t cut it.
You need a plan that adapts, protects, and grows with you.
Are you saving enough for the lifestyle you want?
How do you optimize investments for long-term security?
Are there potential gaps in your current retirement strategy?
Your financial future starts with clarity.
Take the survey now and start building your path to a
confident retirement.
WHAT WE DO:
Retirement Planning
Never wonder, “Will I have enough?” We create sustainable strategies for lifelong income, Social Security optimization, and tax-efficient withdrawals.
Wealth Management
Your money should work for you. We build customized investment portfolios to grow and protect your wealth—whether you’re just starting or a seasoned investor.
Tax Strategy & Estate Planning
Keep more of what you’ve earned. We help minimize tax burdens and ensure your legacy is protected for generations.
Your Retirement Starts with a Single Step
Epic retirement readiness
Are You Ready?
Retirement isn’t just about leaving work—it’s about stepping into the life you’ve envisioned.
But true retirement readiness isn’t just about having savings—it’s about having a strategy.
Do you know how much you need to retire comfortably?
Have you planned for taxes and healthcare costs?
Are your investments working efficiently?
Our Epic Retirement Readiness Report gives you the answers you need, providing a clear, customized plan for financial stability in your next chapter
Retirement isn’t the end—it’s the start of your next EPIC chapter.
Do you feel like you are...
Running out of money and dealing with financial uncertainty
Downgrading your lifestyle or losing financial independence
Making costly financial mistakes, either from lack of knowledge or poor advice.
Becoming a burden to loved ones, whether financially, emotionally, or logistically.
Download Your Free Checklist & Save Time!
Your Retirement. Your Legacy. Your Epic Life.
At Epic Private Wealth, we believe retirement is about more than just finances—it’s about living the life you’ve worked so hard to build.
With our guidance, you can retire confidently, knowing your money is working for you, not the other way around.
Why work with Epic Private Wealth?
Decades of experience, cutting-edge market insights, and risk-managed investing—so you can plan with confidence.
Clear, honest advice with no hidden fees or fine print.
Your goals, your timeline, your future. Our strategies are built specifically for you.
Don’t leave your future to chance. Take the first step today.
Smart Tax Strategies to Scale Your Business and Keep More Profits
Scaling a business is an exciting milestone—more customers, more revenue, and of course, more tax obligations. While you’re busy growing your brand, the last thing you want is an unexpected tax bill throwing a wrench in your plans. But don’t worry! With the right tax strategy, you can keep more of your hard-earned money, avoid common pitfalls, and ensure your financial foundation remains rock solid.
Let’s break down some smart (and surprisingly simple) tax strategies to help your business scale smoothly.
Choose the Right Business Entity
Think of your business structure like a pair of shoes—if you pick the wrong one, you’ll be uncomfortable (and paying more than you should). The right entity can mean big tax savings:
LLC: Great flexibility, no double taxation, and the ability to deduct business expenses—like the Swiss Army knife of business structures.
S-Corp: Helps reduce self-employment taxes by splitting income between salary and distributions—because who doesn’t love legally paying less in taxes?
C-Corp: Good for long-term growth and attracting investors, but beware of double taxation—it’s like paying for dinner twice.
Picking the right entity now can help you avoid tax headaches later.
Maximize Deductions & Credits
The IRS isn’t known for giving out freebies, but tax deductions and credits are the closest thing to a “thank you” for running a business.
R&D Tax Credits: If you’re investing in new products or processes, you could get a nice tax break. Section 179 Deduction: Need new equipment? Write off the full cost now instead of depreciating over time—instant gratification, tax-style.
Qualified Business Income Deduction (QBI): Pass-through entities (LLCs, S-Corps) may qualify to deduct up to 20% of business income. Free money? Almost.
Be Smart About Income & Expenses
Timing matters when it comes to taxes. A little planning can help reduce your tax burden. By prepaying business expenses, you can stock up on business essentials before year-end to lower this year’s taxable income.
A little financial strategy now can mean big savings later.
Leverage Retirement & Employee Benefits
Want to reduce taxes while also investing in your future? A solid retirement plan can do both.
401(k) Plans: Employer contributions are tax-deductible, and employees love them—win-win.
Defined Benefit Plans: A great option for high earners looking to maximize retirement savings while lowering taxable income.
Watch Out for State & Local Taxes
Expanding into new markets? Congrats! Just don’t get blindsided by unexpected state tax rules.
Understand Nexus Laws: These determine when you owe state taxes—it’s easier to trigger them than you might think.
Consider Tax-Friendly States: If you’re relocating, states with lower business tax burdens can save you big bucks.
Plan for the Future—Now
Even if selling your business seems far off, early tax planning can help you avoid costly surprises.
Minimize Capital Gains Taxes: Plan ahead to reduce taxes when you eventually sell.
Estate Planning: If passing your business down to family, smart planning ensures a smooth (and tax-efficient) transition.
Stay Ahead with Smart Tax Planning
Scaling a business isn’t just about making more money—it’s about keeping more of it. A proactive tax strategy ensures your growth doesn’t come with unnecessary tax burdens. At Epic Private Wealth, we help service-based business owners navigate complex tax strategies, so they can focus on what they do best.
Awards Disclosures:
Companies on the 2024 Inc. 5000 are ranked according to percentage revenue growth from 2020 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2020. They must be U.S.-based, privately held, for-profit, and independent – not subsidiaries or divisions of other companies – as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2020 is $100,000; the minimum required revenue for 2024 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Firms must submit an application in order to be considered. No compensation was paid by the firm to be considered. The award was received on August 15th, 2023.
“USA TODAY’s Best Financial Advisory Firms 2024” was published on April 23, 2024, and is a ranking of registered investment advisory firms prepared by USA Today and Statista, Inc. The ranking is based on recommendations by financial advisors, clients and industry experts and a firm’s development of Assets Under Management (AUM). Recommendations were collected via an independent survey among over 25,000 individuals, and self-recommendations were prohibited. In order to be eligible, firms must be registered as an RIA firm with the SEC or at state level for at least one year, a principal office in the United States, a clean disciplinary record, offer financial planning services or portfolio management for individuals and/or small businesses, AUM must be greater than $500,000 and achieved an overall score among the top 500. No compensation was paid in order to be eligible for this award.
Disclosure:
All Investment Advisory Services are provided by Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, an SEC Registered Investment Advisor. Registration with the SEC does not imply a certain level of skill or expertise. Insurance products are offered through Northwest Insurance Alliance, LLC and guarantees are subject to the claims-paying ability of the issuing company and are not guarantees offered by Epic Trust Investment Advisors, LLC, or its affiliated companies. Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth is NOT a chartered bank, trust company, or depository institution. Additional information about Epic Trust Investment Advisors, LLC d/b/a Epic Private Wealth, is available in its current disclosure documents, Form ADV Part 1A, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC #801-120618. Epic Trust Investment Advisors, LLC does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services.
Epic Trust Is A Client-Focused SEC Registered Investment Advisory Firm That Offers It's Network Investment Advisor Representatives Access To "Proven In The Trenches" Financial Planning Tools and Investment Portfolios Tailored To Each Client’s Unique Goals And Plans. Please note, registration with the SEC does not imply a certain level of skill or expertise.
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information.
