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WHO IS ON YOUR TEAM?

Tax Strategists serve as coordinators of your holistic tax mitigation team, introducing programs and professionals you may benefit from, while eliminating the cost of those you may not.

"We seek to provide access to best in class programs that maximize the use of government tax incentives. 

Every strategy is thoroughly vetted through our diligence process before being introduced to clients."

Jason Pueschel

Managing Director

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Jason has been in the financial services industry for over 30 years and leads the tax mitigation team.

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Jason

Pueschel

Managing

Director

Todd has worked with institutional sponsors for more than 20 years to provide tax efficient investments

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Todd

Lofgren

Director

Tony is an Enrolled Agent who started his own firm 20 years ago to provide tax strategy and design

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Tony

Layson

Enrolled

Agent

Rob is a CPA focused on tax mitigation and has worked for two of the big four accounting firms

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Rob

Flowers

Certified Public

Accountant

Tax strategists may help prevent expensive, irrevocable financial mistakes while introducing concepts that seek to provide significant tax savings.

A Nationwide Network of Tax Advantaged Advisors

Tax Strategists can assist your existing advisors, or if needed, introduce highly experienced professionals who may help meet your objectives.

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FINANCIAL PROFESSIONALS

Provide a holistic view of finances and seek to minimize tax exposure across all life cycles and events.

  • Creating holistic plans for tax efficient capital growth, asset distribution, estate and legacy planning.

  • Performing risk analysis of investment programs that may provide pass-through tax benefits.

  • Constructing retirement plans for the most tax efficient accumulation and distribution of assets

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ACCOUNTING PROFESSIONALS

Provide proactive advice on how to structure personal, business and entity finances to reduce tax liabilities.

  • Licensed to provide advice on how best to structure and report transactions for individuals, entities, small business owners, and corporations.

  • Illustrates the impact of deductions, deferrals, charitable donations, credits and other tax benefits on tax returns.

  • Ability to prepare tax filings, extensions, and revisions.

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LEGAL PROFESSIONALS

Assist in creation of trusts, wills, and entity structures as well as facilitate the sale of assets such as real estate.

  • Structure the sale of commercial real estate, privately held corporations, or other assets.

  • Preparing wills, estate plans, and trusts (revocable, irrevocable, charitable remainder, lead, etc.).

  • Facilitate a 1031 exchange by providing escrow account and documentation services.

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REAL ESTATE PROFESSIONALS

Provide advice on the timing of acquisitions and dispositions, and help structure tax efficient transactions.

  • Provides research and opinions on real estate markets and the potential to buy or sell at most oportune times.

  • Assists real estate owners with the sale of assets and advice on how to structure a 1031 exchange.

  • Helps to source replacement properties on the buy side of a 1031 transaciton.

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INSURANCE PROFESSIONALS

Advise on strategies unique to insurance products that may shift tax liabilities to potential insurance payouts and tax free income.

  • Designs insurance strategies that may provide growth of wealth, tax-deferral, and tax advantaged income.

  • Works with highly compensated business owners to structure deferred compensation programs.

  • Creates structures that may provide estate and legacy planning benefits.

PROUD SUPPORTER OF EDUCATIONAL ORGANIZATIONS INCLUDING
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