Our Accelerated Retirement Plan (ARP) is built for high-net-worth individuals looking to convert qualified retirement accounts into more tax-advantaged vehicles. Using a specialized financial structure, this strategy enables clients to mitigate tax leakage, enhance liquidity, and build a lasting legacy — all while avoiding the tax exposure typically associated with large account transitions.

Selling a business or high-value investment often means losing up to 35% of the gain to taxes. Our Capital Gains Deferral – Intermediary Trust (CGDT) provides a strategic, low-risk solution to defer capital gains taxes, maximize after-tax proceeds, and align liquidity with long-term wealth planning goals. This strategy is ideal for business sales, real estate transactions, or other high-gain events.

The Enhanced Donor Contribution (EDC) strategy is ideal for high-income individuals seeking to reduce tax liability while expanding their charitable impact. By combining a personal contribution with a third-party loan through a grantor trust, clients can make a significantly larger donation to a vetted 501(c)(3). This creates a Schedule A itemized deduction that can offset up to 60% of Adjusted Gross Income (AGI) while driving meaningful philanthropic outcomes.

The EquipLease Program offers a cost-effective path to acquire a 1/8th share in premium material staging equipment such as JLG Boom Lifts, Telehandlers, and Articulating Lifts. With an initial investment of $27,500 and flexible 10-year financing, participants gain access to top-tier equipment while leveraging 100% bonus depreciation or Section 179 expensing in year one. This strategy not only optimizes cash flow but can generate tax savings of up to five times the initial investment.

The PSA strategy allows high-income individuals and businesses with non-W2 income — including income from operations, 1099s, and K-1s — to unlock significant tax deductions with minimal time and effort. On average, clients achieve $6.60 in deductions for every $1 invested, all within an IRS-compliant, low-risk partnership framework designed to maximize after-tax income.