Mark B. Email & Phone Number

If your business is overburdened with taxes, you may have heard an ESOP will go a long way toward "solving" your problem. While an ESOP does provide significant tax relief, it also comes with serious drawbacks. One of which is, it compels you to sell your company! Talk to us to learn about a superior alternative solution.If you're a profitable business in any industry, or UHNW entity looking to minimize your tax burden we should talk.If you're buying or selling assets with a potentially significant Capital Gains "problem" we should talk.If you're put off by consultants wanting to charge you outrageous up-front fees and only promising to deliver actionable cost-cutting and strategic tax advice, we deliver guaranteed results on a zero up-front fee, 100% performance basis. We've "walked our talk" for 28+ years, with an unblemished, documented track-record to back it up. Specialties: Group Benefits Consultation, Asset Protection, Tax Reduction, Insurance Strategies