About
We have a unique approach for identifying and solving tax mitigation challenges.
Scenario Examples
- Highly appreciated real estate for which you would not want to complete a 1031 exchange and need to defer the tax implications.
- The sale of business you have worked to build in value and need a strategy to assist in protecting the funds generated from its sale.
- The sale of highly appreciated stock from which you have waited a long time to enjoy the fruits of.
Meet Our Experts
Jason Anderson
Jason has worked as a financial services representative for over 20 years. He specializes in working within the business and investment community, and has helped business owners and investors navigate the complexities of taxes and protecting and growing their assets. A few groups he has partnered with are The Small Business Administration (SBA) and The Small Business Development Corporation (SBDC).
Charles Bobo
Charles has been an entrepreneur and financial services professional for more than 25 years. He was part of founding team of two property casualty insurance companies and helped guide them to more than $70-million in first year premiums. He has developed business plans and raised more than $100-million in start-up capital, and specializes in safe money investing through his firm Ascend Financial Group, helping clients maximize investments without sacrificing principal.
Our Philosophy
In a high-compliance financial environment coupled with extensive and over-burdening tax laws, we take the time necessary to closely analyze a client’s situation and goals, and develop a tax mitigation strategy designed to maximize revenues.
Our Focus
Your satisfaction is important; but equally important is to implement a solution that addresses your current situation, future goals, and maximizes the revenue from the assets you’ve worked hard to build and develop through the years.
