Services

 Our firm provides multi-faceted and multi-generational tax-efficiency planning. One of our many services involves a Wealth Utilization Analysis™ (WUA™). WUA™ is a powerful proprietary process designed to help you protect, grow, and manage your wealth for generations. By combining elements of trusts, Limited Liability Companies (LLCs), corporations, partnerships, and customized asset structures with unique governance documents, the WUA™ maximizes asset protection, tax efficiency, and long-term growth while providing you great flexibility and control. 

Whether your goals include securing your financial future, enhancing your retirement income, transferring wealth across generations, supporting philanthropic endeavors, or any combination thereof, the WUA™ 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 a WUA™ 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 projections based on your ongoing input.

No prior experience with LLCs, corporations, partnerships, trusts, or similar structures is required—we’ll guide you every step of the way. If you’re unsure about certain details, simply provide your best estimate, and we can refine it together as we gather more data. Unsure whether to include an asset? When in doubt, list it. Whether it’s real estate, stocks, investments, one or more properties, businesses, savings, or checking accounts, we’ll ensure it’s considered as part of your plan.

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 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 attacks thereon.
• 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 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 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 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 my plan to be business-tax-efficient even if I operate the business as an S-Corp.
• 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.