TAXATION
The Firm provides comprehensive tax law services, specializing in international tax planning, tax compliance, and domestic tax structuring. It assists businesses and individuals with cross-border tax strategies, federal compliance, and efficient entity structuring. The Firm also represents clients in IRS audits, appeals, and Tax Court litigation, offering strong defense in disputes and criminal tax investigations. With deep knowledge in tax law, The Firm delivers strategic solutions to minimize liabilities, ensure compliance, and protect clients’ interests.
BUSINESS PLANNING
Jimenez Wealth creates comprehensive business plans and strategies.
Our services include:
• Business Succession Planning – Smooth transitions for leadership and ownership.
• Executive & Deferred Compensation Plans – Competitive structures to attract and retain key talent.
• Buy-Sell Agreements – Clear terms for ownership transfers and exit strategies.
• Holding Companies – Legal structures for asset protection and
tax efficiency.
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WEALTH AND ESTATE PLANNING
At Jimenez Wealth, we provide tailored estate and wealth planning solutions for high-net-worth individuals and families. Our legal strategies focus on preserving, protecting, and transferring wealth while minimizing tax burdens.
Our Services Include:
• High-Net-Worth Estate Planning – Customized plans to safeguard and transfer assets.
• Estate Tax Mitigation – Strategies to reduce estate and gift tax liabilities.
• Dynasty Trusts – Long-term wealth preservation for future generations.
• Multigenerational Wealth Planning – Structuring legacies for financial security and asset protection.
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FINANCE AND INVESTMENT LAW
We provide expert legal counsel in investment and finance law, specializing in mergers, private company acquisitions, real estate investment structuring, private placements, and other private investment transactions. We help clients navigate complex deals with precision, ensuring compliance and strategic advantages.
Disclosure: Jimenez Wealth is a law firm, not an investment advisory firm. We do not provide investment advice—our services focus solely on legal structuring, compliance, and transaction execution.
Contact us for tailored legal solutions in your next investment or corporate transaction.
ASSET PROTECTION STRATEGIES
At Jimenez Wealth, we provide proven asset protection solutions to safeguard your wealth from creditors, lawsuits, and financial risks. Our strategies help individuals, business owners, and high-net-worth families protect their assets and secure their financial future.
Our Services:
• Nevada Asset Protection Trusts (NAPTs):
Shield assets from creditors while maintaining control.
• Holding Companies & LLC Structuring: Separate personal and business assets to limit liability.
• Offshore Trusts: Secure wealth in strong international jurisdictions.
• Exemption Planning: Maximize state and federal asset protections.
• Estate & Wealth Planning: Protect and efficiently transfer assets for future generations.
