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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.

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