EPIC FINANCIAL CONSULTING:
Tax Deferral on Private Company
Sales & Real Estate Holdings
This is not an opportunity zone, not ESOP, not offshore structure, and not 1031 or DST.
This is not an opportunity zone, not ESOP, not offshore structure, and not 1031 or DST.
Involving the Sale of
Appreciated Assets
From Rents, Royalties, Interest, Dividends & Capital Gains
Involving the Sale of
Appreciated Assets
EPIC FINANCIAL CONSULTING, Inc is a boutique consultancy with a unique tax plan that allows:
Our team of experts consults with high-net-worth clients and their tax advisors toachieve unparalleled tax efficiency
We have utilized playbooks from the fields of tax analysis, estate planning, philanthropy, and corporate law to develop a unique and creative process to structure assets for tax efficiency and protection. We recognize that no major decision is made in a vacuum, but rather in concert with one’s family and one’s trusted advisors.
Thus, we work in conjunction with our client’s tax and legal advisors and with their existing planning to provide guidance; we will not execute any engagement agreement, nor will we accept payment of service fees without the collective consensus of each member of our client’s inner circle.
Preserving family control of and access to your wealth for multiple generations.
Going beyond the familiar planning techniques of By-pass Trusts, Discounted Gifts, GRATs, CRUTs, CLATs, NIMCRUTs, QPRTs, and QTIPs, etc.
Achieving tax efficiency and asset protection for multiple generations.
I have known Reg for over 30 years and recommend him without hesitation. He is the consummate professional, and he and his team are creative, reliable, and excellent to work with. The EPIC 1031 ALTERNATIVE™ for sellers of real estate and the EPIC TAX ALTERNATIVE™ for sellers of middle market companies are truly unique, and I have recommended both plans to my clients.Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's standard dummy text ever since the 1500s, when an unknown printer took a galley of type and scrambled it to make a type specimen book. It has survived not only five centuries, but also the leap into electronic typesetting, remaining essentially unchanged.
I was very pleased with the work that Reg and EPIC did for me. In addition to being very knowledgeable and working effectively with my other tax advisors to complete the planning, Reg is a very warm and personable guy who is great to work with. I can recommend Reg and his team without reservation.
Before selling my company, I engaged Reg and the EPIC team to implement the EPIC TAX ALTERNATIVE™. It was a complicated transaction, and I was very pleased with the expertise, the execution, and the results. I appreciated that they worked with my existing tax advisors and integrated their strategy into my pre-existing plan. I highly recommend them to anyone selling their company.
I engaged Reg and the EPIC team to assist in the planning and use of the EPIC 1031 ALTERNATIVE™ on a large development project. They were great to work with and worked seamlessly with my existing advisors. I highly recommend them for anyone looking for innovative solutions and sophisticated planning.
I introduced Reg and the EPIC Team to a client selling a highly appreciated property who was looking for an alternative to the traditional 1031 Exchange. My client and his tax advisors reviewed the plan and implemented it. I was pleased with the work EPIC did, and my client was ecstatic to find an alternative with the benefits offered by the EPIC 1031 ALTERNATIVE™.
Our firm engaged Reg and the EPIC team to execute the EPIC 1031 ALTERNATIVE™ and were very pleased and impressed with their expertise, execution and follow through. I highly recommend their services.
Maximize your Tax Efficiency with maximum Flexibility and Control now!
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