Who We Serve

BUSINESS OWNERS/SELLERS

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

We specialize in the Insurance Brokerage and Health Care sectors and 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