Advanced Tax Planning
Strategic Tax Solutions for Long-Term Financial Success
Welcome to Citrus Group Global
At Citrus Advisory, we go beyond basic compliance to deliver AI-driven, forward-thinking tax strategies that minimize liabilities, preserve wealth, and support your long-term goals. Our advanced tax planning services are designed for individuals and businesses who want to stay ahead of the curve, legally, efficiently, and intelligently.
Who We Serve
High-net-worth individuals & families.
Business owners & entrepreneurs.
Corporations & partnerships.
Trusts, estates, and family offices.
Investors in real estate, Crypto, and private equity.
Our Advanced Tax Planning Services
Entity Structuring & Optimization
Choose the right business structure to maximize tax efficiency.
Includes:
S-Corp vs. C-Corp vs. LLC analysis
Holding company and multi-entity strategies
Cross-border structuring for international operations
Income Shifting & Deferral Strategies
Legally defer or shift income to reduce current-year tax burdens.
Includes:
Retirement plan optimization (401(k), SEP, defined benefit plans)
Deferred compensation and stock option planning
Family income splitting and gifting strategies
Real Estate & Investment Tax Planning
Maximize after-tax returns on real estate and investment portfolios. Includes:
Cost segregation studies.
1031 exchanges and opportunity zone investments.
Passive activity loss planning and RE professional status.
Trust, Estate & Wealth Transfer Planning
Preserve generational wealth and reduce estate tax exposure.
Includes:
Grantor and irrevocable trust strategies.
Charitable giving and donor-advised funds.
Estate freeze and valuation discount techniques.
International Tax Planning
Navigate the complexities of cross-border taxation.
Includes:
Foreign tax credit optimization.
Controlled Foreign Corporation (CFC) and GILTI planning.
Expatriate and inbound/outbound structuring.
Tax Risk Management & Audit Readiness
Proactively manage tax exposure and prepare for scrutiny.
Includes:
IRS audit defense strategies.
Documentation and substantiation planning.
Transactional tax risk reviews.
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
Tax Attorney Services
When tax issues require legal expertise, our network of experienced tax attorneys provides the guidance you need to stay compliant and protected. Includes:
Tax controversy and litigation support.
IRS and state tax dispute resolution.
Legal opinions on complex tax transactions.
Structuring for mergers, acquisitions, and reorganizations.
Compliance with evolving tax laws and regulations.
Integrated Services: Surrounding You with Experts
At Citrus Advisory, we believe in a 360° approach to financial success. That’s why we surround you with a dedicated team of specialists, ensuring every aspect of your financial life is aligned and optimized:
Tax Attorneys – For legal compliance and complex tax strategies.
CPAs – For accurate reporting, planning, and compliance
Financial Advisors – For wealth management and investment strategies
Insurance Professionals – For risk mitigation and asset protection
This integrated model ensures seamless collaboration, eliminating gaps and redundancies while delivering comprehensive, proactive solutions.
Why Choose Citrus Advisory?
Integrated Expertise. Strategic Insight.
Our model brings together tax, legal, financial, and risk management professionals under one roof. This allows us to deliver:
Holistic Planning that aligns tax, legal, and financial goals.
Proactive Strategies tailored to your evolving needs.
Custom Solutions for complex tax scenarios.
Deep Industry Knowledge across real estate, tech, healthcare, and more.
Cloud-Based Tools for real-time collaboration and planning.
Let’s Build a Smarter Tax Strategy
Whether you're planning for retirement, expanding globally, or preparing for a liquidity event, Citrus Advisory is your trusted partner in advanced tax planning.
Get In Touch With Citrus Group
See how we can help your business thrive
Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
US Corporate
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Office – (888) 530-1930
Citrus Audit Group
Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001
Tel – (888) 530-1930
Citrus Insurance Group
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Advisory
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Group Global provides integrated professional services worldwide.
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