Our Guarantee: You Will Earn More Working With Us Than Anyone Else

Ten Facts That You Should Know About
Capital Gains and Losses

1. Capital assets include investment property such as commercial buildings, rental properties, and stocks/bonds, as well as your home and car...

2. A capital gain or loss is the difference between your basis and the amount you get when you sell an asset. Your basis is usually what you paid....

3. You must include all capital gains in your income and you may be subject to the Net Investment Income Tax, which applies to certain net investment income of individuals, estates and trusts...


To learn more about how we can help increase your gains and reduce your losses, call us at (317) 268-8880, or:

When You Sell a Big Asset

We Add Value in Three Big Ways


Make Your Sale Easier

  • We Buy and Sell Your Assets
  • Flexibility with More Tax Elections
  • No Negative Buyer's Remorse

Up to 40% Better Result

  • We Add Value to Your Business
  • Customize Resale to Your Needs
  • 40% More Market Cushion

Reduce Your Risk

  • 40% More Lifestyle Protection
  • 40% More Annual Income
  • Protect Life's Work from Litigation


Walter Robb, Ph.D. - Chairman & Interim CEO, Cyclics Corporation, Board Member of 11 organizations across 15 industries, New York

"As a 20 year direct protégé of Jack Welch’s at GE, active philanthropist and the board member of many publicly traded entities, I have worked with numerous attorneys. This is the first testimonial I have ever given for professional work. It is well-earned.  Over the years, Jim has saved me several million dollars in taxes. He is easy to work with and responsive. His unique capabilities and insight make a huge difference. He deserves your confidence. I give him my highest recommendation."

Gary Adamson - CEO, Dicor Corporation Elkhart, IN

"Jim is honest, thoughtful, bright, and informed. I cannot recommend Jim highly enough. Over nearly 20 years, Jim has loyally and faithfully provided powerful planning options to our family and business. We have more substantially more money and family protection because of Jim."

Johnne Syversen - CEO, Syversen Strege & Company, West Des Moines, Iowa

"Jim is one of the most creative and powerful tax planners I know. At the same time, he never loses sight of family well-being and long-term holistic planning. We have many attorney advisors and tools available to us. Jim generously shares his time to help us match creative solutions with the right technical local attorneys. I consider Jim a key go-to person for high-level, technically-sound solutions."

We Complement 1031s, Boot, and Bailouts

To Protect Your Personal Balance Sheet

From a 15-27% Reduction of Income

Due To Capital Gains Taxes...

No Matter What Type of Asset You're Selling...


We Give You a Major Competitive Advantage

Let's face it. You didn't reach your level of expertise by being stupid. You got here by working hard and excelling in your field. If you're reading this, you are what we like to call a Wealth Creator. You are someone who knows what it takes to make huge amounts of money.

That's where we come in.

We specialize in working with Wealth Creators to turn them into Wealth Preservers. We provide a service unlike anything else out there that offers enormous tax savings, asset protection, wealth preservation, and legacy planning. 

Drastically Improve Your Lifestyle

Do you want to see how much you can really save?