Why Siloed Advisors Cost You Money (and How We Saved a Client on Taxes)

When your advisors don’t talk to each other, you pay the price—literally.

We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.

The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought. But here’s the issue: what looks straightforward on the legal side can create unnecessary costs on the tax side.

Instead of rubber-stamping the promissory note, our legal and tax teams sat down together, looking at the transaction from both lenses.

We realized that structuring it as a capital lease created a far better outcome for the client from a tax perspective while preserving legal interests.

The Problem with Siloed Advisors

At best, you get a few scattered touch points. Your attorney may tell you to confirm something with your accountant, or your accountant may send you back to your lawyer. Each professional is only looking through their own lens—which is all that they can do.

Our Approach: Tax + Legal in Sync

When you work with us, our tax and legal teams work in sync, evaluating strategy and execution at the same time. That collaboration is what produces the best results.

Our client here walked away with:

• The right tax structure

• Lower tax exposure

• Peace of mind

That doesn’t happen when your advisors operate in a vacuum. It happens when tax, legal, and strategy are pulling in the same direction.

At Visibility CFO & Tax, we don’t just prepare documents—we design solutions. Because the right team makes all the difference.

Visibility CFO and Tax: Stop guessing and start seeing clearly. Let’s do this.