Skip to main content

  •   david.delarosa@lpl.com
  •  Tel: (831) 427-3040
  •  Fax:
  • Book a Meeting
  • Guided Wealth Portfolio
  • Free Portfolio Risk Analysis

  • Home
  • What We Do 
    • Team
    • Our Mission
    • Our products and services
    • About LPL Financial
  • Wealth Management
  • Business Owners 
    • Cash Management
    • Retirement Plans
    • Employee Retention
    • Insurance
    • Tax Minimization
    • Exit Strategies
    • Estate Planning
  • Account View
  • Resources 
    • Blog
    • Market Insight
    • Weekly Market Commentary
    • Weekly Economic Commentary
    • Bond Market Perspectives
    • Weekly Commentary
    • Quarterly Insights
    • Featured LPL Research
  • Contact

Do you have a Plan to Pursue Your Dream...

...And Survive Your Worst Nightmare?

I know this first hand…let's talk and I'll share it with you.

  Previous   Next

    You are here

  1. Home
  2. Business Owners
  3. Tax Mitigation Strategies

Tax Mitigation Strategies

Tax Mitigation Strategies involve the legal use of the tax law to take advantage of Tax Deductions legally allowed in the IRS Tax Code.  

As an example, business owners may legally deduct salaries, bonuses and benefits paid to employees as a cost of doing business.

Business owners may also legally deduct contributions they may make to an employees retirement account such as a 401K Profit Sharing Plan

C Corporations may offer a Deferred Compensation Plan that can allow an employee to defer receiving their income to minimize taxation

Large Corporations may have Accountants and Tax Law Attorney's on staff to maximize the legal deductions they may claim.

LPL Advanced Insurance Consulting Team is available to develop and implement tax mitigation insurance strategies for business owners and affluent families. 

Please call David De La Rosa, Wealth Managment Advisor at 831-427-3040 or Email at:  David.DeLaRosa@LPL.com  if you would like to set a complimentary appointment to discuss this further.

 

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

 

Business Owners

  • Cash Management
  • Retirement Plans
  • Employee Retention
  • Insurance
  • Tax Minimization
  • Exit Strategies
  • Estate Planning

Book a meeting

Tell a Friend

  •  Tel: (831) 427-3040
  •  david.delarosa@lpl.com

Placeholder: [aw token_custom_disclaimer]

LPL Financial Form CRS

© 2025 LPL Financial LLC. All rights reserved.

Website Design For Financial Services Professionals