CASE STUDIES
Case Study 1
Business owner
The selling of a successful business enterprise
often results in a large federal tax bill for the
owner(s). DeRamus Wealth Management has effectively
worked with such owners and their CPAs in the past
to substantially reduce this tax liability.
Case
Study 2
Physicians
Physicians are often concerned about lawsuits
against their practices. Often, the doctors’
accounts receivables is one of their biggest and
most exposed assets. Through the proper structure,
the risk to this asset can be reduced, giving
physicians more peace of mind.
Case
Study 3
Corporations and Business Enterprises
401(k) Plans are fast becoming one of the
largest assets of many households. Even so, we find
that most plans are not sufficiently diversified to
offer employees their greatest potential for growth.
DeRamus Wealth Management has the ability to review
and evaluate a plan’s investment choices to aid both
employees and the sponsoring company.
Case
Study 4
Retirees
DeRamus Wealth Management can help clients who
are already taking income from their investments to
increase the amount of income they receive from
their investments.
