Who We Serve

BUSINESS OWNERS/SELLERS

We help you think through and maximize your personal finances in all phases of your journey.

We can provide many client references.

TAX DEFERRAL & AVOIDANCE​ 

Keep the Income You Need, Defer The Rest

  • Choose the Right Retirement Plan – Maximize Deferral, Distribute Intelligently
  • Transaction Taxation Deferral/Reduction:
    • Defer Tax on Private Company Stock
    • Delay Tax with Donor Advised Fund
    • Various Trust Strategies
    • Delay Tax with Opportunity Zone/Oil & Gas Partnerships

ESTATE PLANNING OPPORTUNITIES

Large Potential Benefits For Owners That Plan Ahead 

  • Take Advantage of Discounting Opportunities With Partial Business Transfers
  • Use Charitable Gift Trusts To Delay Capital Gains Tax & Receive Up-Front Tax Deduction
  • Structured Taxable Estate Shrinkage:
    • Maximize Use of Annual Gift Allowance Including Use of Life Insurance Trusts
    • Discounted Asset Sales
    • Directly Pay For Beneficiaries’ Education/Medical Bills

MASTER YOUR POST-DEAL FINANCES

Big Changes, Decisions & Opportunities

  • Plan For How Sales Proceeds Will Cover Post-Deal Income Shortfall
  • Understanding Your Spending Needs Informs Investment Decisions
  • Projections Can Provide Comfort in Post-Deal Personal Investments And Charitable Plans