Experience

• 

  Estate Planning Team

  • Tulsa, Oklahoma, United States

  • Capital Gains Deferral Specialist

    • Oct 2020 - Present
    • Tulsa, Oklahoma, United States

    I am a member of the Estate Planning Team, a team of professionals trained in the principles and strategies of business planning and wealth succession planning implementing the Deferred Sales Trust.Estate Planning Team is a professional group of highly trained advisors comprised of tax attorneys, advisors, brokers, and CPAs committed to assisting clients with business transitions. The Deferred Sales Trust is a tax-deferral strategy.Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly 10,000 baby boomers will turn 65 today, and about 10,000 more will cross that threshold every day for the next 10 years.

• 

  Wilson Investment and Estate Consultants

  • Investment Consultant

    • 1985 - Present