Ask about our program for
the unique needs of
INVENTORS, AUTHORS
and SONGWRITERS!
SERVICES
Our proprietary Wealth Utilization Analysis™ ("WUA Plan") is ideally suited for protecting rental income, royalties, intellectual property, real estate, business assets, investment income, buying or selling large assets while deferring capital gains tax for multiple generations and so much more. Do you want to build assets faster, generate revenue, fund your children’s college expenses and set aside money for grandchildren? Well now you can!
You can even establish your own charitable foundation or fund the long-term humanitarian goals of your family. Why not get the help you need to build your legacy for generations to come? You’ve worked hard for what you have, let us help you preserve it.
WUA Plans utilize only familiar tried and true components, the legal, tax, and practical implications of which are clearly established by ample statutory, regulatory, and judicial authorities. No offshore entities, untested components or uncertain legal arrangements are utilized.
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 1031 exchanges)
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, Health Care, Inventors, Real Estate Development and so much more