what we do

By combining elements of trusts, Limited Liability Companies (LLCs), corporations, partnerships, and customized asset structures, with unique governance documents, we maximize asset protection, tax efficiency, and long-term growth while providing great flexibility and control. 

Our structure can be tailored to meet your unique needs, circumstances, and family dynamics.

As part of this process, we’ll collect your information on our intake form to create a personalized illustration showing what our planning can achieve for you over the next several generations. Using our proprietary process, we’ll develop a predictive model of potential scenarios, showing you the remarkable benefits of our tax efficiency planning. This is just the starting point—you’ll have the opportunity to refine it later by providing additional information, and we’ll provide updated illustrations based on your ongoing input.

This process is about empowering you to take control of your financial future while making the most of your opportunities. You don’t need to have all the answers upfront—that’s why we’re here.

                                              Could You Be Paying Less in Taxes?

Find out now. Check anything that applies and we’ll tell you if smart tax strategies could help you personally, for your business, or both. If you check even one of the boxes listed below you already have a good reason to contact OCRC for a complementary informative discussion.

What type of tax efficiency are you seeking?

• Personal  (check all that apply to you): 

                   What are you looking for in a personal, tailored, tax-efficient strategy?

• I want to be able to harvest and reinvest income, and capital gains as often as I wish without triggering tax erosion.
• I want my plan to be estate-tax-efficient when my spouse and I die.
• I want to keep my assets protected from third-party claims.
• I want to control all the assets that I include in my plan, and be able to select successors who will control those assets after I die, and I want to change my mind about successors as I observe their character and capability.
• I want my plan to be fully compliant with the Internal Revenue Code and Regulations.
• I want my plan to be tax efficient for multiple generations.
• I want my plan to be responsive to changes in needs, objectives, family dynamics, and even changes in the tax law.
• I want to be able to add and/or remove beneficiaries from my plan.
• I wish to be able to sell real estate investments without capital-gain tax or       depreciation-recapture tax, but I don’t want to be subject to the restrictions of a section 1031 exchange or a DST.
   
• Business   (check all that apply to you.): 

                    What are you looking for in a business, tailored, tax-efficient strategy?

• I want to reduce the amount of tax I pay each year on business income.
• I want my plan to be business-tax-efficient, even if I operate the business as a limited liability company (LLC) or partnership.
• I want my plan to be business-tax-efficient even if I operate the business as a C-Corp.
• I want my plan to be business-tax-efficient even if I operate the business as an S-Corp.
• I want to control all the assets that I include in my plan, and be able to select successors who will control those assets after I die, and I want to change my mind about successors as I observe their character and capability.
• I wish to be able to sell business assets and/or real estate investments without capital-gain tax or depreciation–recapture tax, all without being subject to the restrictions of a Section 1031 Exchange or a DST.
• I want to be able to harvest and reinvest income and capital gains as often as I wish without triggering a tax thereon.
• I want to keep my business assets protected from third-party claims.
• I want my plan to be responsive to changes  in needs, objectives, family dynamics, and even changes in the tax law.
• I want my plan to be fully compliant with the Internal Revenue Code and  Regulations.