The Dual Entity Strategy: Proactive Tax Planning for Business Owners

• Workshop Room 3

Discover the dual entity strategy and the three levers used to enhance tax savings. Ready to move beyond tax preparation into strategic thinking? Learn the technique and review a case study demonstrating the power of this method.

Presented by:

Jeff Goering Diamond Client Group

Jeff Goering, CFP®, RICP®, CEPA®, ChSNC®, ChFC® began his career as a research scientist, and followed many of the “common” wealth-building paths. Over time, his curiosity led him to real estate investing, where he encountered mentors who offered financial strategies beyond the stock market. As a scientist, Jeff was conditioned to ask “why”—and too often, the answers he received about money were inadequate. That prompted him to dig deeper and sparked his study of how money truly works and how to design strategies that preserve more of it. From there, his business evolved into a specialized practice serving real estate investors and entrepreneurs who face growing tax bill
Jeff Goering, CFP®, RICP®, CEPA®, ChSNC®, ChFC® began his career as a research scientist, and followed many of the “common” wealth-building paths. Over time, his curiosity led him to real estate investing, where he encountered mentors who offered financial strategies beyond the stock market. As a scientist, Jeff was conditioned to ask “why”—and too often, the answers he received about money were inadequate. That prompted him to dig deeper and sparked his study of how money truly works and how to design strategies that preserve more of it. From there, his business evolved into a specialized practice serving real estate investors and entrepreneurs who face growing tax bills. His approach is rooted in math and logic, with a clear objective: to equip families with tools for generational stewardship—ensuring that wealth is managed wisely, efficiently, and with purpose across multiple generations.
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