DR. DENNIS NOSS, MSc. IRS Enrolled Agent MANAGING PRINCIPAL

Dr. Noss practiced medicine as a podiatric surgeon before deciding on a full-time career as a financial advisor and tax consultant and took over his family’s financial advisory business after retiring from his medical practice. Medical Practice Specialists please see the last 1/3 of this page. Dr. Noss studied at The American College of Financial Services and also studied Federal Taxation and Tax Law Controversies at the Tax Law Institute in Washington, D.C.  Dr. Noss also has a Master in Finance & Accounting from the University of Leicester in England and has several security licenses.

Dr. Noss has now been active in the financial industry for more than 15 years and is a realtor.  He is a Board Member of the Santa Clara Realtors Foundation and also the past President of the IRS Enrolled Agent Society in San Jose, California.

Cayman Capital, Inc. is a Registered Investment Advisor, specializing in Retirement and Supplemental Income Planning Strategies that Minimize or Eliminates Taxation for assets under management. 

Cayman Capital is a firm with an all-inclusive approach to advisory value, offering Investment Choices and Customized Retirement Planning Strategy Alternatives, for Risk Protection and Optimal Tax Management.

We do monthly scans for the Top-Performing Market Indexes and other diversified Investment choices from different asset classes, including the Top-Rated Structured Portfolio Products. We strive to get the best returns for our clients. Our Structured Products averaged 17% with limited draw downs and total individual average returns of 25% with caps of 230%.   Click on: caymancapital.net/investments/

Individually Designed Structured Portfolios are one of our most outstanding income producing offerings for clients as they can protect your money from taxes as well as from loss of principal. Supplemental Income designed for your needs and for future objectives.

Structured Products are Not Premium Financed.

Our firm is a working partner with the Axios Advisory Financial Network. Our clients are provided with the added value of the collaborative expertise obtained from participating in a comprehensive team approach. As fiduciaries it our responsibility to strive to achieve the best results for our clients.

Our clients have individual access to a dedicated team of professionally licensed analysts with additional specialized skills who also have many years of experience. This relationship is an important part of our Wealth Management, Retirement Portfolio, and the individual customized Supplemental Income Strategies we design for our clients.

Dedicated Microsoft Teams and Zoom portals are available for video conferencing with clients.

                                                          WHAT ALSO MAKE OUR SERVICES UNIQUE AS AN INVESTMENT ADVISORY FIRM

We offer Client-Customized Structured Products & Investment Portfolios for Retirement or Supplemental Income that are individually designed for MAXIMUM Income with MININUM Taxation.

Individualized tax planning that integrates the proper use of Financial Services requires strict adherence and continuing compliance with many different specialized tax codes.

Dr. Noss also represents clients who have been notified of deficiencies by the IRS.  Dr. Noss is Federally licensed as an Enrolled Agent by the Department of the Treasury, with unlimited rights to practice before the IRS concerning all tax matters.              Click On: Tax-Representation Services

The license to practice as an ENROLLED AGENT is the highest credential issued by the IRS for competence in Federal Taxation.

Dr. Noss does not charge for participating with you and your CPA or Attorney for a Review of our Recommended Financial Services and Investment Strategies to INCREASE YOUR NET-WORTH.  We Customized Strategies for a Maximized Retirement or Supplemental Income with Minimal or No Taxation. Most CPA and Tax Preparation firms DO NOT provide these services as they are also not experienced or licensed as registered investment advisors, or as knowledgeable specialized financial services consultants. Integrating Financial Services and Structured Products as a means to mitigate tax continues to be uncharted territory for even some tax attorneys and most accountants.

Dr. Noss is also Certified as a Retirement Consultant, with the privilege of being approved to serve and advise Federal and Civil Service employees, US Government and Uniform Services including Military personnel and their families, and also can serve and advise CalPERS pension employees, and all other government service employees, who seek guidance on their path for a safer way to a retirement with financial security.

Dr. Noss was a podiatrist at the Worcester US Veterans Affairs Hospital Clinics in Western Massachusetts before deciding to become Certified as a Federal Retirement Consultant.

Dr. Noss believes by optimizing retirement planning for Maximizing Income, with Minimal or No Taxation, our clients will have the opportunity to increase their standard of living, extend the longevity of their portfolios, and leave a larger legacy. Investment and Asset Strategies that maximize income while minimizing or eliminating taxation on that income.          https://itep.org/55-profitable-corporations-zero-corporate-tax/

Shirley Sime, LUTCF is also in our financial network as an affiliated financial professional for Cayman Wealth Management and Rise Insurance Capital Network.

Dr. Noss also provides the essential and basic Estate Tax Planning Services needed for most individuals and also offers financial strategies that increase income with minimal or no taxation, can protect your portfolio from recession, will boost buying power and protect against inflation, have ZERO net cost long term, and are guaranteed not to lose principal.

What happens to your estate and your legacy when you die without a Trust? A “Will” cannot protect assets from Probate Court, like your house, or even that new car you bought last year. “A Trust can save your family thousands in probate costs and fees, protect your beneficiaries, and when appropriate help to maximize tax savings.”  * See Video:   * https://myestateplanlegacy.com     THEN     Click here for Free Trial

Our firm also does not charge for working with your CPA or Attorney if that is your choice, or if that is recommended for more complicated or additional Estate Planning needs.

Dr. Noss is also licensed by the California Department of Real Estate and Specializes in Probate Realty and Beneficiary Trusts, Commercial, Residential, and Investment Properties, 1031, and other Like Kind Tax-Free & Tax Deferred Exchanges. (See Sub-Headings under Heading  “Capital-Gains”  this website).    

We can also help homeowners learn how to Pay Off their home in 8-12 years or less using our tax and money strategies AND most importantly, help them use all that saved extra cash SO IT CAN BE USED FOR RETIREMENT OR OTHER INVESTMENTS. https://www.ccm.realestate/

Dr. Noss understands the needs of persons who want a more secure and safer retirement, and how they would benefit from professional Tax and financial Retirement Planning from a financial services consultant, investment advisor, and seasoned stock market analyst, who also has the tax perspective of an IRS Enrolled Agent.

The training for all IRS Enrolled Agents includes the specialized retirement tax training, from the former IRS Enrolled Retirement Agent Program.

This program was no longer offered after 2016 and was for IRS Enrolled Agents who did not have unlimited rights to practice before the IRS and wanted to be authorized to only practice as specialists in retirement taxation. Retirement taxation as a specialty can have many complex complicated IRS tax rules and regulations that will influence a customized tax strategy for a client and also will affect not only how to individualize a Qualified and Non-Qualified plan, but also the best way to use Annuities, life insurance, Investments, a revocable or irrevocable trust, and when to take income with little or no tax, and when its better to pay the tax because of greater potential income growth.

How much do you want to put into a ”Safe Money Bucket” so market downturns or other unforeseen circumstances don’t wipe out your hard-earned Savings and Investments? Do you need help with a plan to combat high inflation? What is sequence of returns? Retire Better Sooner Strategies offers customized Retirement and Wealth Management Strategies THAT WILL GIVE YOU A GREATER INCOME  INSTEAD OF A GREATER INCOME TAX. 92% of  High Net Worth, Ultra High Net Worth & Family Office Investors Expect Expert Tax Planning from their Wealth Manager. Only 25% Say they receive it.  https://funds.eatonvance.com/after-tax-advisor.php

Dr. Noss works with all qualified investors also offering safer buffered managed stock market investment portfolios, and various other specialized investment portfolios, including socially responsible investments and offering investment strategies and customized wealth and asset management strategies for retirement or supplemental income, that can increase net worth while also protecting assets from higher taxation. CLICK HERE FOR CURRENT BUFFERED PORTFOLIO OFFERINGS

Dr. Noss is the Investment Advisor Representative and CEO of Cayman Capital, Inc. and is the managing principal of its’ subsidiary Retire Better Strategies, PC. Dr. Noss has served as a director with the United Church of Christ, and as an advisor with various firms in California including Portsmouth Financial Services, Transamerica, AXA Advisors, RBC Capital Markets, Great Point Capital, and Hold Brothers Investment Services in New York and Chicago.

Dr. Noss is a long standing and current investment professional Member of CFA Institute  https://www.cfainstitute.org/  and is a Member of AAPTA  https://www.aapta.com/  and has also served on the Board of Directors of AAPTA. Dr. Noss has Series 66 and Series 3 Securtiy Licenses. He is also currenty licensed as a Series 55 / Series 57  Professional Trader to trade Equity and Convertible Debt Securities on both a Principal and Agency basis. He is also an active member of the San Francisco Security Traders Association. Dr. Noss has traded markets on the Chicago Mercantile Exchange and Securities as a licensed professional trader on the Philadelphia, NYSE and NASDAQ Stock Exchanges, and was a Trader for Bright Trading, a Broker Dealer member of the NYSE Chicago with security transactions clearing through Goldman Sachs. 

Cayman Capital now serves clients who are individual taxpayers, business entities, sole proprietors, non-profit and professional corporations, organizations, charities, foundations, family office firms, medical service providers such as clinics, hospitals and HMO’s etc., schools, churches, vineyards, farm and ranch enterprises.

Prior to being the CEO of Cayman Capital, Inc. Dr. Noss graduated from Loma Linda University with an MPH in Hospital Administration and also graduated from the New York College of Podiatric Medicine. Dr. Noss was the former President of the University of East West Medicine. He was also in clinical practice for many years and was an owner of an ambulatory surgical facility. He is now the full time CEO of Cayman Capital, Inc. and currently retired from medical practice, but is currently licensed as a Podiatric Physician and Surgeon by the Medical Board State of Washington, and the Division of Professional Medical Licensure of the Commonwealth of Massachusetts.  

                               FINANCIAL SHELTER FOR YOUR MEDICAL PRACTICE INCOME

Dr. Noss medical background, and background as a prior Nasdaq Market Maker and seasoned financial advisor, and Taxation Specialist as an IRS Enrolled Agent, also gives him intimate knowledge of the special needs of a medical service business for income producing investments and financial service choices that can be protected from losses, and that can have very significant specialized tax benefits and tax credits.  

We can offer financial strategies that can protect your portfolio from recession, will boost buying power and protect against inflation, have ZERO net cost long term, and are guaranteed not to lose principal. These are Investment and Asset Strategies that maximize income while minimizing or eliminating taxation on that income.

We offer strategy alternatives and choices that have exceptional specific benefits for Doctor Groups, Hospitals, Assisted Living Corporations, Skilled Nursing Facilities, HMO’s, PPO’S and other medical service organizations.

Dr. Noss will participate with a CPA of your choosing or with an Attorney when a collaborative approach is appropriate to implement a successful financial plan with a strategy for minimal or no taxation, and we offer a free review of your investment portfolio and / also for any existing financial plan. We offer a completely free investment portfolio analysis review. We do not charge for consulting or working your CPA and Attorney. Cayman Capital also offers a Bi-Annual Educational Symposium attended by hundreds of CPA’s. Schedule your free initial consultation or a free virtual conference today. Dr. Noss enjoys sailing and has a daughter who recently graduated University of California Los Angeles.

PROFESSIONAL MEMBERSHIPS

  • California Society of CPA’s
  • California Society of IRS Enrolled Agents (Past Member Board of Directors & Prior President Mission Chapter)
  • Chartered Financial Analyst Institute (CFA)
  • Federal Retirement Consultant Certification (FRC)
  • American Financial Education Alliance (AFEA)
  • CA. Assoc. of Realtors Certified Probate & Trust Specialist (CPTS)
  • National Association of Realtors (DRE Lic. 02198169)
  • Fixed Income Analysts Society, Inc. (FIASI)
  • American Assoc. Professional Technical Analysts (AAPTA)
  • International Association for Quantitative Finance (Formerly the International Association of Financial Engineers (IAFE)
  • ​San Francisco Chapter Security Traders Association (STA)
  • National Futures Association (NFA)