Save 100% on Capital Gains Tax

Defer Taxes and Reinvest 100% of Your Profit

If You're Selling Now or Within the Next 5 Years, Give Us a Call

Achieve Goals Faster

We protect your money from Capital Gains Tax. When you can reinvest 100% of your pre-tax dollars, you can reach your financial goals twice as fast.

Protect Your Assets

When you work with us, we don't only help you scale faster. We shield your money from any and all creditors - just in case something happens.

Gain Trusted Partners

When we do a deal, it's not just a one-time thing. We make ourselves and our 60+ years of deep tax experience available anytime at no extra charge.


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."

The Power In What We Do

When You're Able to Reinvest 100% vs 70% of Your Dollars...

You double your money in half the time, and you can finally focus on what matters most in life.

Extra assets = more energy and more focus for you to make a positive impact on the world. Chances are, if you're reading this, you are gifted with the ability to create wealth, and you need to pass that gift on to everyone else.

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We Give You a Major Competitive Advantage No Matter What Type of Asset You're Selling...

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. 

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