TRS Family Office

TRS Family Office Retirement Peace of
Mind Includes, Guaranteed Income for Life, and Diversifying Your Tax Liability

Unfortunately most people spend more time planning a vacation than they do planning their retirement, and your retirement is a lifetime of vacations... Spend some time checking out the video on our website, it will give you some great details on how a tax free retirement compares to your typical plan. Also some eye opening short videos on 401k & IRA fees on this page for you to take a look at.

You can have excellent compliance in place and still lack coordination.→ Your CPA handles tax reporting.→ Your attorney ...
07/16/2026

You can have excellent compliance in place and still lack coordination.

→ Your CPA handles tax reporting.
→ Your attorney drafts legal documents.
→ Your financial advisor manages investments.

Each brings valuable expertise.

But no one may be responsible for coordinating the overall strategy.
• Compliance tells you where you've been.
• Coordinated planning helps determine where you're going.

If your annual tax bill has crossed six figures, better coordination may be more valuable than adding another advisor.

The question isn't whether you have good advisors.
It's whether they're working from the same plan.

Message us if you'd like to learn how a Virtual Family Office helps bring that coordination together.

Happy Fourth of July from the team at TRS Family Office. 🇺🇸As we celebrate Independence Day, we also honor a remarkable ...
07/03/2026

Happy Fourth of July from the team at TRS Family Office. 🇺🇸

As we celebrate Independence Day, we also honor a remarkable milestone ahead: America’s 250th birthday in 2026. Here’s to the enduring spirit of freedom, service, and opportunity—and to the people and communities who keep it strong.

Wishing you a safe, joyful holiday with family and friends.

Many business owners expect taxes to increase as their business grows.What they don't expect is how frustrating that can...
06/27/2026

Many business owners expect taxes to increase as their business grows.

What they don't expect is how frustrating that can become.

The more successful the business gets, the more it can feel like opportunities are being missed.

One example is the R&D Tax Credit.

Many businesses may qualify but never realize it because they don't believe it applies to their industry or company.

Recent tax law changes expanded the ability for some companies to look back multiple prior years and identify credits that may have been missed.

💡 For some qualifying businesses, that opportunity may date back to 2022 if action is taken before July 1st.

The credit itself is not going away → The question is whether there are opportunities from prior years that should be reviewed.

TRS Family Office can help you determine eligibility - no pressure. No obligation. Just great advice.

Take the free assessment today: https://loom.ly/JatCgt8

Business growth shouldn't create confusion.Yet many successful business owners receive advice from a CPA, attorney, fina...
06/26/2026

Business growth shouldn't create confusion.

Yet many successful business owners receive advice from a CPA, attorney, financial advisor, and other specialists who rarely work from the same plan.

The issue isn't bad advice.
It's fragmented advice.

When planning is coordinated, growth creates more opportunities, not more complexity.

Does it ever feel like the more successful your business becomes, the more complicated everything gets?More revenue.More...
06/25/2026

Does it ever feel like the more successful your business becomes, the more complicated everything gets?

More revenue.
More responsibilities.
More taxes.
More decisions.

Most successful business owners eventually develop a tax problem. But it's usually not because they're making too much money.

They have a cooperative relationship or a coordination problem.

They have a CPA.
An attorney.
A financial advisor.

But nobody is looking at their entire financial or operational picture.

And when that happens (or doesn't), that's where planning gaps show up.

As businesses grow, tax, legal, risk, and financial decisions become more interconnected.

One opportunity many businesses never explore is the R&D Tax Credit.

Recent tax law changes have expanded the ability for some qualifying businesses to look back at prior years and identify credits that may have been missed.

For some businesses, that opportunity may extend back to 2022 if action is taken before July 1st.

Nonetheless, no matter the path, success shouldn't feel restrictive.
It should create more options.

👉 Take the free assessment to see if your business may qualify for the R&D tax credit: https://loom.ly/JatCgt8

06/25/2026

🚨 Small Business Owners — The filing deadline to take advantage of the multi-year R&D Tax Credit look-back is less than two weeks away.

Did your business improve a product, process, software, or system in 2022, 2023, or 2024?

Under a one-time rule change, many qualifying small businesses can amend prior-year tax returns and potentially recover taxes paid as far back as 2022—but time is running out.

Most firms are requesting submissions by June 30 to allow enough time before the July 6 deadline.

This is exactly why we believe in proactive planning. Opportunities like this don't wait.

The first step isn't gathering paperwork.
It's finding out whether your business may qualify.

Complete our free 4-question pre-qualification form. It takes less than five minutes and can help you determine whether it's worth taking the next step.

✅ No pressure.
✅ No obligation.
✅ Just a quick way to see if your business may qualify.

Click here to get started 👉 https://loom.ly/JatCgt8

If you're carrying more than $100,000 in annual tax liability, you likely have strong advisors in place, a trusted CPA, ...
06/25/2026

If you're carrying more than $100,000 in annual tax liability, you likely have strong advisors in place, a trusted CPA, business attorney, and perhaps a financial advisor.

But are they working from the same plan?

As complexity increases, conflicting recommendations can quietly create hesitation and confusion.

And siloed advice can create blind spots.

The issue isn't bad advice.
It's fragmented advice.

💡 A Virtual Family Office brings together Tax Planning, Risk Management, Legal Structure, and Succession Planning under one coordinated strategy.

When planning is coordinated, growth creates more opportunities, not more complexity.

✍️ Message us if you'd like to learn how a Virtual Family Office can help coordinate your planning.

We helped a construction company recover approximately $262,000 in R&D tax credits this year. The surprising part?They d...
06/24/2026

We helped a construction company recover approximately $262,000 in R&D tax credits this year. The surprising part?

They didn't think they would qualify.

Like many contractors, they were simply focused on improving how work got done.

→ Testing methods.
→ Solving field challenges.
→ Improving processes.

Those activities may qualify under the federal R&D Tax Credit program.

Many construction businesses are doing innovative work every day without realizing it. A quick assessment can help determine whether those activities qualify for a tax break (and refund).

If you think it's worth exploring further, start with this free assessment: https://loom.ly/JatCgt8 → No strings. However, it's worth noting that we only have until June 30 to be able to look back multiple years (to 2022).

Insurance protects. But it doesn’t coordinate.If your business is growing, your exposure likely is too.Risk management i...
06/22/2026

Insurance protects. But it doesn’t coordinate.

If your business is growing, your exposure likely is too.

Risk management isn’t always about buying more insurance. Sometimes it’s about uncovering blind spots and making sure your legal, financial, and insurance strategies work together.

If it hasn’t been reviewed recently, it may be time.

Growth doesn’t create complexity overnight. It builds gradually.• Multiple entities• Six-figure tax liability• More asse...
06/19/2026

Growth doesn’t create complexity overnight. It builds gradually.

• Multiple entities
• Six-figure tax liability
• More assets to protect
• Future succession questions

That’s why affluent families build Family Offices.

Not to replace advisors.
To coordinate them.

As complexity grows, structure must grow with it.

Message us if you’d like to explore what that looks like. Or visit us online to open a complimentary conversation today. 📌https://loom.ly/dEW0FNA

Address

Stillwater, MN
55082

Telephone

+16512488042

Website

Alerts

Be the first to know and let us send you an email when TRS Family Office posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category