Who We Are
i2I Services works with select individuals, families, and advisors facing high-magnitude U.S. tax events. Our role is to support advanced tax mitigation strategies that integrate seamlessly into broader tax, estate, and investment planning.
Ordinary Income Tax Planning
Up To 50%
Navigate complex tax regulations and implement strategies to reduce your ordinary income tax burden through advanced planning techniques.
Long-Term Capital Gains Strategies
45%
Optimize your investment portfolio to maximize long-term capital gains treatment and minimize tax liability on your wealth growth.
Healthcare-Related Tax Considerations
Comprehensive healthcare cost management and insurance optimization to protect your wealth while delivering High-quality care for all employees, with average annual savings of $1,000– $2,000 per employee
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Estate & Legacy Planning
Preserve your legacy with sophisticated estate planning strategies that minimize taxes and ensure smooth
wealth transfer. Collateral based, keeping all assets under your management.
Who We Serve
How Could Reducing Federal Ordinary Income Taxes by Up and Long-Term Capital Gains by Up to 45% impact
Impact Your Income, Liquidity, and After-Tax
Why Clients Trust i2I Services
Every aspect of our process is designed to provide security, compliance,
and peace of mind.