As Q2 of 2025 approaches, now is the time to review your business’s financial plan and ensure you’re taking advantage of every opportunity to reduce your tax liabilities. At IMI Asset Management Company, we’re dedicated to helping you maximize your financial potential through strategic planning and specialized services.
Key Strategies for Small Business Owners
- R&D Tax
Credits: Many businesses miss out on valuable Research & Development credits. Even if you don’t consider your business “high-tech,” you may qualify. Explore your eligibility for R&D Tax Credits.
- Retirement Contributions: Maximize contributions to retirement accounts such as 401(k)s and IRAs. These contributions
lower your taxable income and build long-term security. Learn about personalized retirement programs.
- The Shield of Protection: Discover this tax-free, risk-free insured strategy that is changing the new way we are looking at retirement. This vehicle pays hundreds of thousands of dollars if you live too long, get
sick or die prematurely and how to protect your most valuable asset, your income. Learn More
- Exit Planning: If you’re considering a business exit in the next few years, now is the time to plan. Personalized exit strategies can provide significant tax advantages. See how business exit strategies can work for you.
- Corporate Loan Services: Accessing the
right funding can make a substantial difference in your tax planning and business growth. Discover STRYDE Corporate Loan Services.
- Local, State, and Federal Incentives: There are substantial tax incentives available at
every level of government. Many businesses are unaware of these programs, which can lead to significant savings. Find out which incentives you qualify for.
- Leverage the Tax Code: Learn how to efficiently minimize capital gains, income, and other taxes by utilizing the distinct provisions available within the tax code.
Learn More
Why Strategic Tax Planning Matters
With $2.3 trillion in funding available for small businesses this year, it’s more important than ever to ensure you’re not leaving money on the table. Our team specializes in uncovering overlooked incentives and creating a plan tailored to your business’s unique
needs.
Ready to Take Action?
Don’t wait until tax deadlines are looming. Schedule a complimentary consultation to review your options and start implementing these strategies. We’re committed to helping you secure your financial future and keep more of what you’ve earned.
Warm regards,
Karla
Senior Advisor STRYDE | Retirement Specialist | Life Insurance Professional | Asset Manager
CA LIC#0B42336
