A clear process, from first call to fully implemented.
You'll always know what's happening, who's doing it, and what comes next.
From first call to fully implemented
Discovery call (20 minutes)
We learn about your income, assets, goals, and timeline, and tell you honestly whether any strategy is likely to fit.
Qualification
If there's a fit, we gather a few details (such as account balances, income type, or the asset you're selling) so the strategy team can do a meaningful review.
Strategy consultation
We introduce you to Wilson Hand's strategy team. They walk you through the recommended strategies, the numbers for your situation, costs, and risks. Your CPA or advisor is welcome to join.
Engagement and implementation
If you move forward, you'll receive a retainer agreement and the documents for your strategy. Wilson Hand's tax attorneys handle entity formation, structuring, and filings.
Ongoing support
Wilson Hand provides documentation, annual reporting where needed, and representation in any IRS review. Peake Partners stays your point of contact.
Typical timelines
| Strategy | Timeline |
|---|---|
| Future Ready | About 4 weeks from application to approval |
| Alternative Exit | Step back from operations in about 3–4 months |
| Capital Gains Deferral | Start 60–90 days before the sale closes |
| Partnership Special Allocation | Start before year-end for current-year deductions |
| Equiplease | Place equipment in service by December 15 |
| Accelerated Retirement Plan | 5-year funding period |
What it costs
The first call is free. Each strategy has a $2,000 setup fee that covers its legal documents. Strategy-specific costs, such as your capital contribution or financing, are explained in full during the consultation before you commit to anything.
Working with your advisors
You don't have to replace your CPA, financial advisor, or attorney. Wilson Hand coordinates with them, and many strategies let you keep your current investment manager.
What to have ready for the first call
Rough numbers are fine. We'll take it from there.
- Your approximate annual income and how it's earned (W-2, 1099, K-1, business)
- Retirement account balances, if relevant
- Details of any planned sale: the asset, its approximate value, and timing
- Your most recent tax return (helpful, not required)
Ready when you are.
A free, 20-minute discovery call. No obligation, and no pressure.
20 minutes. If nothing fits, we'll say so.