Tel: 123.456.7890
Our mission is to identify high-value planning opportunities and strategies that add value to your business and individual financial success. By combining tax planning and wealth management, TierOne Capital is uniquely positioned to assess and evaluate your entire financial picture from tax, cash and retirement planning to insurance, net worth, and estate planning and provide customized advice and planning strategies (designed specifically for you) encompassing all aspects of your financial situation. After implementing these planning strategies, we ensure they are properly reflected in your tax returns and financial statements.
Services
Business and Individual Tax Planning
Businesses and Individuals may benefit from tax planning. At TierOne Capital, we are focused on ensuring our corporate and individual clients are a step ahead of legislative tax changes and are in the best position to benefit from existing tax laws and tax law changes. Our planning strategies and advice are designed specifically for you and your individual financial situation.
With Over 25 Years of Professional Experience, TierOne Capital has the Knowledge, Experience and Expertise to Ensure Professional, Accurate, High- Quality Service.
THE PRACTICE
Knowledge and Experience That Can Serve Your Needs
TierOne Capital is a full-service tax planning and wealth management advisory firm and a North Carolina Registered Investment Advisor. Our planning, structuring and analysis examines (U.S. federal and state) income, alternative minimum tax ("AMT"), gift, generation skipping transfer ("GST"), and estate taxes and how each of these tax regimes may apply to and impact our clients' financial transactions. U.S. Taxation is pervasive and is a long and deep thread that runs through and impacts almost every aspect of our lives. Precise, in-depth analytics and expertise must be applied to effectively navigate these tax regimes in order to correctly apply the rules and minimize the tax impact.
This broad, overarching approach to tax planning is applied in detail to our comprehensive financial planning service as there are tax consequences to each area of financial planning including insurance, investment, retirement and estate planning. Taxation in its various forms is a significant factor in each area of a business and individual's financial lives. Mr. Leaks is a CPA and a financial planner who understands how the tax and financial planning professions are inter-related and how (separately and combined) each should be approached in order to produce the best financial results for his clients.
TierOne Capital, LLC (“TierOne Capital”) is a registered investment advisor in the State of North Carolina. The Advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption. TierOne Capital offers advisory services in the State of North Carolina and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. In no event shall TierOne Capital have any liability to you for damages, losses, and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.