Addicus

Reflecting on the last year, we want to express our gratitude to our clients, partners, and community members. Your trust and support have been instrumental in our journey, and we look forward to building a brighter financial future together! Thank you for being part of our legacy. #Thanksgiving #LeaveALegacy

We’re built to serve entrepreneurial families. As entrepreneurs ourselves, we understand the complexities of managing diverse business and investment interests. Our approach starts with a deep dive into each family’s unique assets, cash flow, tax profile, and vision for the future. From there, we create custom strategies designed to enhance capital efficiency, ensure continuity, and set the stage for future growth. For many, this translates into a significant impact over time through tax and capital efficiencies that drive meaningful results. Let’s discuss how we can help: https://lnkd.in/gzk_ZwEZ Investment advice offered by Addicus Advisory LLC, an SEC-registered investment adviser. #SuccessionPlanning #TaxPlanning

We're grateful to offer a win-win investment opportunity, contributing positively to the environment while enhancing your financial portfolio. Our Main Street Solar Fund is an opportunity to invest in solar projects that both generate passive income and provide dollar-for-dollar credits to offset federal tax liability. Read up on the opportunity: https://ow.ly/KGhm50U65f3 Accredited investors only. #MainStreetSolar #PrivateEquity

Now that the October 15th deadline has passed, it’s time to shift focus to year-end tax planning for your clients. If your clients have passive income, they could benefit from our tailored tax strategies that help grow their wealth, not their tax bill. Need help identifying your clients' passive income? We've got you covered. https://hubs.la/Q02TQrrG0 #TaxPlanning #PassiveIncome #PrivateEquity

Make tax planning around ordinary passive income efficient with the Main Street Solar Funds. Now that’s a bright idea. https://lnkd.in/ea5HQZ_H Accredited investors only. #PassiveIncome #TaxCredits

One in five adults in the United States are in the process of or have started a business in the last three and a half years, according to a report published by Babson College. Are you one of them? Entrepreneurs are our bread and butter. Visit https://hubs.la/Q02Sy64B0 to learn more about how we can assist you with your business goals. #Entrepreneurs #BusinessOwners #WealthCreates

An estate plan that’s missing a revocable trust isn’t much of a plan at all. See how revocable trusts are a superior choice to traditional wills at https://hubs.la/Q02R_yHX0 #EstatePlanning #RevocableTrusts #BusinessOwners

Our Addicus leadership team recently gathered for a Culture Index workshop with Tawnya Starr, a crucial step in implementing this powerful system. A team that can navigate uncertainty, leverage its unique culture, and align towards a shared vision is the cornerstone of building a championship team. When individuals work together in harmony, the possibilities are limitless. The Culture Index instrument's proven validity makes it the gold standard in workplace culture assessment. We're excited to leverage this tool to enhance our team's synergy and overall success.

A celebration was in order as Addicus legal analyst Taylor Harris passed the bar! She will join our general counsel team once she is sworn in. Congratulations on this major achievement, Taylor!

Introducing the next iteration of the Main Street Solar Fund. With two solar projects funded, purchased and online in 2023, this?investment opportunity provides investors with passive income with dollar-for-dollar credits to offset federal tax liability. Get to know the Main Street Solar Funds https://hubs.ly/Q02QX5n40 #GreenInvesting #TaxPlanning #PrivateEquity