Transfer Tax Technique Structuring & Design
for clients of Law, accounting, wealth management, Insurance & Non Profit organizations
We assist professional firms in the development, support and growth of high-net-worth client and donor relationships by: (1) Visually & numerically modeling optimal technique design. (2) Sharing insight that profitably improves the client's decision-making experience. (3) Software subscription & support- coming soon.
What we don't do: (1) Financial products/services or comprehensive financial planning. (Any guidance requested of us in these areas are incidental to our tax modeling & advice. No fee's are derived from this.) (2) Compliance- tax returns or valuations. (3) Legal work.
"Once we know something, we find it hard to imagine what it was like not to know it." - Chip & Dan Heath.
Consult with us: