Defer Capital Gains Taxes for Decades
Get cash now while deferring capital gains taxes, depreciation recapture, and debt over basis taxes for 30 years!
Protect & Control Assets
Protect assets, defer or lessen taxes while eliminating liability for beneficiaries, without legally affecting the corpus of the trust.
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How We Help

Clients
Save millions

We specialize in helping business owners and investors avoid, defer, or mitigate capital gains taxes. We work with a team of elite specialists nationwide to provide access to strategies usually reserved for the super-wealthy. Our goal is to help clients keep more of their profits so they can use that money for the things that truly matter to them, like their family and charitable causes they support. 

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Selling a Capital Asset?

Whether it's a business, real estate or some other asset, our strategists will review your situation, understand your priorities and suggest the best strategy (or strategies) to achieve your goals.

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A Passion for Education

Let's face it, the tax code is  an intimidating monstrosity. Our strategists have decades of experience and spend hundreds of hours per year in trainings and masterminds, so you don't have to.

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Coordination

We work with all the resources involved (CPAs, Attorneys, etc.) to ensure your transaction goes to plan and achieves your goals in a painless and efficient manner. 

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Tax Planning

We help you create structures by which you pay as little in tax as legally, morally, and ethically possible so you keep as much of your wealth for you and your family as possible.

OUR

PHILOSOPHY

“Own nothing, but control everything.”
– John D. Rockefeller

OUR

STRATEGISTS

Our team consists of diverse organization of passionate professionals located around the country. Each has decades of experience in their respective field of specialty.
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RUTH BENJAMIN

Capital Gains Tax Strategist

The “Guardian Angel” of 1031 Exchanges, Ruth has been in the 1031 Exchange business for 30 years and doing capital gains tax strategy for almost a decade.

Barry Bruce, Asset Protection Specialist

BARRY BRUCE

Asset Protection Specialist

For more than 40 years Barry has been helping businesses protect assets, mitigate taxes and maximize their net return on their sale.

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Matt Nye

Wealth Strategist

Matt is an experienced Wealth Strategist with experience in mortgage, title, real estate and insurance. Matt is a creative thinker that excels at problem-solving.

Ruth Benjamin Headshot Round 300

RUTH BENJAMIN

Capital Gains Tax Strategist

The “Guardian Angel” of 1031 Exchanges, Ruth has been in the 1031 Exchange business for 30 years and doing capital gains tax strategy for almost a decade.

Barry Bruce, Asset Protection Specialist

BARRY BRUCE

Asset Protection Specialist

For more than 40 years Barry has been helping businesses protect assets, mitigate taxes and maximize their net return on their sale.

Matt Nye Headshot

Matt Nye

Wealth Strategist

Matt is an experienced Wealth Strategist with experience in mortgage, title, real estate and insurance. Matt is a creative thinker that excels at problem-solving.

OUR

CLIENTS

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CLIENT

TESTIMONIALS

We’ve saved our clients literally tens of millions of dollars in taxes. On average we reduce our clients’ tax obligations by 46%.

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