Are you an accountant or lawyer?

taggartGALT utilizes the work of leading accounting professionals and lawyers to design financial planning strategies that provide superior results to various scenarios. We are not an accounting or law firm and rather a financial services firm.

Will TaggartGalt work with my current accountant?

Though we have an approved list of leading accounting firms, we are more than happy to work with your accountant. In fact, if your accountant has questions on these structures and would like to discuss details with some of our approved firms, we would be more than happy to arrange for the discussion.

Do the principals of TaggartGalt utilize these strategies for their own decisions?

Yes, and have been for the past 17 years.

It seems as if this solution is too good to be true?

We have been asked this by leading legal professionals, and while the results of the taggartGALT solutions appear to be too good to be true, they are supported by both case law and opinions written by leading recognized lawyers.

Why aren’t these effective strategies more common?

Our experience tells us that the investor and their advisers may not be aware of these effective strategies. Our planning process works well with existing advisers as we rely on them to implement the customized financial strategies we create.