EXPERTISE

I have spent nearly two decades advising some of the nation’s wealthiest families on everything from asset management to estate preservation. But my greatest area of expertise is tax minimization for high net-worth business owners. As a national speaker on the topic of mergers and acquisitions, I have had the opportunity to advise thousands of business owners on the tax issues surrounding these major financial decisions. For example, I have designed solutions to eliminate the disproportionate tax liabilities that can accompany the sale of a highly valued business. It is very rewarding to offer my clients tools that allow them to make these highly complex decisions with absolute confidence.

BALANCE

My goal as a financial specialist is to make you aware of all the possibilities available to successfully manage, transition, leverage and preserve your assets. However, I never advocate a strategy or approach simply because I think it’s a good idea. Instead, I research and design solutions to achieve the specific goals you are trying to accomplish. I strive to be informative, unbiased, and patient because I believe you should have a level of understanding that enables you to either accept or reject a strategy with total confidence. By balancing all the available possibilities with honest insights and recommendations, I can help you make the most beneficial financial decisions for yourself and your loved ones.

MAXMIZING ASSETS

At the age of 45, my client acquired $10 million in stock from the sale of his business. His goal was to liquidate and then diversify these assets, but selling his stock through a standard taxable transaction meant that he would immediately lose $3 million. To make matters worse, he learned that the after-tax proceeds of this sale would continue to be subject to income and estate taxes over the long term.

After careful research and analysis, I presented my client with a money-saving strategy called the Income Tax Freeze™. It deferred the initial $3 million tax bill from the sale of his stock, and successfully avoided tax liability on future income or gains from the reinvested assets. It also utilized a combination of trusts and customized insurance solutions to dramatically reduce his estate tax liability.

This proved to be the ultimate way to maximize my client’s hard-earned assets. As a result, he will have $35 million more available to him over the next 35 years, and his family will inherit $42 million more through his estate.