As president of Capital Preservation Services, LLC, Todd Mardis leads a Flowood, Mississippi firm with an extensive track record of effective tax planning. Todd Mardis and his team emphasize tailored approaches to preserving wealth through minimizing IRS burdens, and have in-depth knowledge of the Tax Cuts and Jobs Act.

Among the areas in which Mr. Mardis provides guidance are non-qualified deferred compensation planning and charitable and conservation easement pathways. His team also has experience in utilizing privately held insurance companies to design effective asset management strategies.

Mr. Mardis’ range of solutions extends to estate planning through the use of trusts, wills, powers of attorney, and health care directives. These tools are essential in protecting clients against unforeseen events such as divorce, incapacitation, and death.

Capital Preservation Services leverages its financial planning offerings in providing custom marketing plans designed to enable clients to expand their enterprises. These solutions are particularly valuable to professionals such as doctors, lawyers, optometrists, and dentists.