Questions, answered plainly.
The questions people ask most after they first hear from us. Don't see yours? Ask it on the call.
About Peake Partners
Who is Peake Partners?
We're a direct partner of the Wilson Hand law firm. We help business owners and high earners find out whether advanced tax strategies fit their situation, and we connect qualified clients with Wilson Hand's tax attorneys.
Why did you contact me?
We reach out to business owners and professionals whose situation suggests they may be paying more tax than necessary. If it's not a fit, we'll tell you, and we'll honor any request not to be contacted again.
Are you a law firm or financial advisor?
No. Peake Partners doesn't give legal, tax, or investment advice. Strategies are designed and implemented by Wilson Hand's tax attorneys.
About the strategies
Is this legal?
Yes. Every strategy is based on specific provisions of the Internal Revenue Code and is implemented by licensed tax attorneys. Wilson Hand documents each engagement and supports clients in any IRS review.
Why hasn't my CPA mentioned these?
Most CPAs focus on compliance and standard deductions. These strategies require specialized legal structuring that most firms don't offer. Your CPA is welcome to join the consultation.
What happens if I'm audited?
Wilson Hand prepares documentation at the time of implementation and represents clients in IRS reviews. For several strategies, that's included at no additional cost.
Do these strategies eliminate taxes?
It depends on the strategy. Some defer tax and let you control timing, some create current-year deductions, and some are designed to reduce or avoid tax on future growth and distributions. Your consultation will cover exactly what applies to you.
Can I use more than one strategy?
Yes. Many clients combine strategies. For example, they might pair a capital gains strategy with estate planning.
Cost and commitment
What does the first call cost?
Nothing. There's no obligation.
What does a strategy cost?
Each strategy has a $2,000 setup fee for its legal documents. Strategy-specific costs, such as contributions, financing, or implementation fees, are disclosed in full before you commit.
Do I have to change my advisors?
No. Your CPA, attorney, and financial advisor stay involved, and many strategies let you keep your current investment manager.
How long does it take?
Anywhere from about four weeks to a few months, depending on the strategy. See How It Works for typical timelines.
Qualifying
Who is a good fit?
Generally, people with $1M or more in annual income, $3M or more in retirement accounts, or a planned sale of $2M or more. Some strategies start lower: Equiplease at $150,000 in taxable income, and PSA at $250,000 in active income.
What if I'm not sure I qualify?
Book a discovery call. We'll tell you honestly in about 20 minutes.
Still have questions?
Ask them on a free, 20-minute strategy review.
20 minutes. If nothing fits, we'll say so.