Services

TRANSITIONS:  

• Proprietary Wealth Utilization Analysis™ and Consulting
• ​Business transition planning
• Business succession planning
• ​Family farm succession planning
• ​Inheritance & windfall planning

FUNCTION:  

• Tax efficient purchase and sale of assets
• ​Tax efficient ownership, licensing and management of oil and gas properties and royalties
• ​Tax efficient real estate rental activities, liquidations, and sales (without the burden or risks of 1031 exchanges or a DST)

INDUSTRY SPECIFIC:

• "Owner Only" retirement planning 
• ​“Partners Only” retirement plans and equity transfer plans for law firms, CPA firms, Dentists and Physicians
• ​Industry Specific Planning: Aviation, Pro Sports, Healthcare, Inventors, Real Estate Development and much more