For Entrepreneurs, Tax Strategy Is a Year-Round Conversation
MG Financial provides integrated tax coordination for business owners navigating complex financial decisions, connecting your investment strategy, estate plan, and the professionals who execute your tax work into one coherent, proactive approach.
* We work with a limited number of families. A confidential conversation is where we both determine if there is a fit.
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The tax decisions facing entrepreneurs are too consequential for a fragmented approach.
Most business owners have capable professionals in their corner: A CPA who knows the numbers, an attorney who drafted the estate documents, a financial advisor managing the portfolio. What they rarely have is anyone ensuring all parties are working from the same plan.
Tax strategy does not exist in isolation. The way your investment accounts are structured affects your tax exposure. Your estate plan carries tax implications your CPA may never have been asked about. A business sale or other liquidity event touches every part of your financial life at once.
MG Financial sits at the center of that picture. We coordinate the professionals already in your corner to help keep every decision aligned, identify planning opportunities, and support implementation of recommendations.
A coordinated approach at this level addresses:
i.
Tax-informed investment strategy
that weighs after-tax outcomes across your full portfolio
ii.
Capital gains planning
built around the structure and timeline of your business or liquidity event
iii.
Estate and trust planning
developed alongside your tax strategy, not in isolation from it
iv.
Proactive identification
of opportunities that tend to surface only when investment, tax, and estate planning are considered together
v.
Ongoing adjustment
as your business grows, laws change, and personal goals evolve
What sophisticated tax planning looks like in practice
More than 40 years of work with entrepreneurial families teaches you where the real opportunities tend to live. For business owners, they come from looking at your investments, your entity structure, your timeline, and your personal goals together, and well in advance.
How the structure of a business sale affects after-tax proceeds, considered years before a transaction closes
Tax efficiencies across your portfolio that only become visible when investment and estate strategy are considered together
Charitable and philanthropic goals integrated into a broader tax-aware strategy
The implications of liquidity events, concentrated positions, and generational transfers anticipated before they become urgent
This is the result of decades spent navigating the complexity that comes with building, growing, and transitioning a business.
Mary E. Gilligan, Esq.
Many of the entrepreneurs Mary Gilligan works with arrive with the same observation: their individual advisors are capable, but no one is connecting the pieces.
As a Certified Financial Planner with a background in law, Mary combines legal insight with decades of financial planning experience. She understands the documents and how they fit together, speaking the same language as the attorneys and CPAs she works alongside. That perspective reflects MG Financial’s holistic approach to client service: a plan is only as effective as its implementation.
As CEO and Chief Investment Officer of an SEC-registered investment advisory firm, her approach is direct, thorough, and personal. Every client relationship begins with a confidential conversation about what matters most to you and your family, followed by a plan that is actually executed.
If you are a business owner who feels like the tax dimension of your financial life is not as coordinated as it should be, that conversation starts here.
