For more than 40 years I've been helping
successful Business Owners and Investors reduce
tax liabilities, protect assets from the claims of creditors,
raise capital from institutional and private sources,
And Monetize intellectual property.
TO do those things we use a variety of tools, including: proprietary trusts that offer bullet-proof asset protection for privately-held companies (compared to the "coin-flip protection" offered by stautory entities like llc's or corporations); SPECIAL PURPOSE vehicles expressly designed to provide compliant methods for avoiding "Disqualified Person" & "self-dealing" rules that apply to private foundations; leveraged installment sales executed in compliance with irs insistence on the use of recourse debt (to provide up to 30-year deferral of capital gains on sales of appreciated property or privately-held companies), monetization (and protection) of intellectual property years before its sale to 3rd parties; 1031 exchanges & qualified opportunity zone funds; the use of general business credits (such as "Employee retention", "R&D", & "green building" credits to reduce tax liabilities without reducing net income - so your lenders stay happy), & the creation & operation of private family foundations & other charitable trusts and llc's (which provide our clients with opportunities to "do well by doing good").
1924 Pine Knob Road
Sykesville, MD 21784
(443) 536-3331 (cell/text)
Barry@WildcatLaneAdvisors.com (email)
Click here to get re-directed to my calendar: calendly.com/BarryWLA
Barry Bruce