Welcome to our company
Quan Financial is a boutique financial agency where we work with our clients and their tax and financial professionals to find innovative, legal and practical solutions to real problems. In turn, we also partner with leading professionals in their respective fields for advice so you can make the most informed decisions. There is never a one size fits all solution when it comes to finances. We take the industries best minds and cumulate a superior team to tackle any situation to further enhance the lives of our clients. When you work with Quan Financial, you are working with a world-class team!
What makes us different?
We have the ability to limit distractions and focus on the core problem at hand. We then position and re-align the selling of assets to fit inside legal and favorable rules. We also collaborate with other professionals that are experts in specific areas to implement the perfect solutions.
Limit Capital Gains
Selling an asset?
Are you selling a high valued residential home, investment property or a privately held business where you will be subject to capital gains taxes? Give us a call prior to selling your equity or asset, we will educate you, your CPA and tax attorney on the process; and once you have a buyer we will design a perfectly tailored plan saving you a considerable amount of time and money. Bonus- This strategy also works if you’re in escrow or have a failed 1031 exchange.
Tax Solutions
Innovative Strategies
Every client has their own unique tax puzzles to solve. The difference lies in how you proactively approach solving the problem. With over 68,000 pages in the active tax code, navigating the saving options is daunting and many types of benefits are often overlooked in traditional tax planning. Quan Financial and TaxWealth collaborates with tax planning specialists united to provide insightful strategies that solve income, capital gains and other tax challenges for owners of real estate, privately-held businesses and other capital assets
Financial Planning
Plan for the future!
We help you organize your financial affairs, simplify the financial process and evaluate the choices you face to help you achieve your present and life long dreams. We place a special emphasis on the investment planning, retirement planning, and tax planning aspects of your finances, while coordinating with experts in insurance and estate planning to provide a comprehensive solution.
Succession Planning
Business Succession
Succession planning’s goal is to provide the least amount of disruption to your business while giving you multiple options for your exit plan. We also help you discover qualified candidates before you make that decision. While the process may consider candidates from outside the family and the company, in many cases it focuses on managers who are already within the company. Most directors don’t put succession planning on the board’s agenda and many times it’s not addressed until it’s too late. It can help to have the board discuss succession planning annually. Broaching the subject could require delicate conversations with management, the founder, or other owners. It forces them to think about future control of the company.
Legacy Planning
Create a legacy!
Legacy Wealth Planning helps you examine not only your financial and non-financial goals, it also focuses on the values and legacy you wish to leave behind. With a customized Legacy Wealth Plan, you can minimize the emotional impact on your family, retain valuable assets and ensure that your legacy lives on through those you love and your future generations. In our estate and legacy planning meetings, we take a deeper look at the real-life issues facing families today.
Limiting Capital Gains Taxes
Selling your property business or other capital asset?
We believe every business should have one core strength. Ours is navigating the risky tax obligations people incur when selling properties and businesses. Not many people realize until it’s too late that their tax obligations may be even higher than the current 20% federal capital gains tax rate, the applicable state rate and the newly added 3.8% Net Investment Income Surtax introduced by the Affordable Care Act. Our specialty is crafting a well-designed tax strategy to avoid paying more than you are required to.
Quan Financial will help soften the blow triggered by the sale of a highly valued residential or investment property, a business, equity in a company or any other qualified capital asset. There is no cost or obligation to identify the various taxes and amounts that you would be subjected to and how to reduce or eliminate them. We may also be able to solve your tax problems while maximizing your profits upon closing even if you are in escrow or have a failed 1031 exchange.
Innovative Tax Solutions
Every client has their own unique tax puzzles to solve. The difference lies in how you proactively approach solving the problem. With over 68,000 pages in the active tax code, navigating the saving options is daunting and many types of benefits are often overlooked in traditional tax planning. Quan Financial and TaxWealth collaborates with tax planning specialists united to provide insightful strategies that solve income, capital gains and other tax challenges for owners of real estate, privately-held businesses and other capital assets
Financial Planning
We help you organize your financial affairs, simplify the financial process and evaluate the choices you face to help you achieve your present and life long dreams. We place a special emphasis on the investment planning, retirement planning, and tax planning aspects of your finances, while coordinating with experts in insurance and estate planning to provide a comprehensive solution.
Business Succession Planning
Succession planning’s goal is to provide the least amount of disruption to your business while giving you multiple options for your exit plan. We also help you discover qualified candidates before you make that decision. While the process may consider candidates from outside the family and the company, in many cases it focuses on managers who are already within the company. Most directors don’t put succession planning on the board’s agenda and many times it’s not addressed until it’s too late. It can help to have the board discuss succession planning annually. Broaching the subject could require delicate conversations with management, the founder, or other owners. It forces them to think about future control of the company.
Legacy Planning
Legacy Wealth Planning helps you examine not only your financial and non-financial goals, it also focuses on the values and legacy you wish to leave behind. With a customized Legacy Wealth Plan, you can minimize the emotional impact on your family, retain valuable assets and ensure that your legacy lives on through those you love and your future generations. In our estate and legacy planning meetings, we take a deeper look at the real-life issues facing families today.