"Retirement is about income, it is not about assets, because not all assets return the same income." Kevin Brunner, featured advisor, Forbes Magazine 2015Currently, I lead a team of professionals trained in the principles and strategies of Retirement Income Planning, Business Planning, Wealth Preservation, and Succession Planning. Financial, Estate, Business, Tax & Investment Protection. In layman's terms, I help people keep their wealth in their family's hands instead of the IRS's. Our main focus is on a process similar to a 1031 exchange but without all the annoying rules. Have 100% of your sold asset's money working for you, including the tax you owe.This is possible by deferring the tax through an untaxable event and receiving income through an installment plan to alleviate as much of the tax burden as possible.I've been featured in Forbes Magazine, taught over 200 financial education seminars in 12 states and Europe, and have been a featured speaker on 'The Smart Money Hour' on KABC Radio, Bloomberg Radio, and several financial radio shows.Now, I'm hosting a new podcast called The Tax Hax, found on Youtube and Spotify. Check us out!Contact me if you're selling something expensive with a low cost basis, and I'll happily run the numbers for you.Specialties: Laddered and arbitrage strategies, with tax benefits on contributions, tax deferral during asset growth, and tax benefits upon withdrawal, all greatly increasing your 'cash-on-cash return' without increasing your risk.18+ years in Financial Services with a special focus on Doctors and Business Owners30+ years of Business Consulting and Management, from 'start-ups' to 'turnaround'Financial Strategies for a Tax-Efficient RetirementTax-Efficient Business Strategies1031 Exchange AlternativesAsset ProtectionBusiness Exit Strategies401k, Defined Benefit Plans, IRA & Roth IRA