Strategies

Strategies most advisors don't offer.

Each strategy is designed and carried out by Wilson Hand's tax attorneys, with full documentation and audit support. Every one includes a plain-language overview, a case study, and a technical white paper.

01 · Category

Retirement

Accelerated Retirement Plan

Move tax-deferred retirement savings into a flexible, tax-advantaged asset over five years.

For: $3M+ in an IRA or 401(k) Learn more

Future Ready

The same goal as the ARP on a faster, 3-year timeline, with no medical exam.

For: $3M+ in an IRA or 401(k), wants speed Learn more

Alternative Exit

Step away from your business in months while addressing capital gains and estate tax exposure.

For: Business owners, $3M+ business value Learn more

02 · Category

Capital gains

Capital Gains Deferral

Sell through an intermediary trust, keep the full proceeds invested, and control when tax is paid.

For: $2M+ in sale proceeds Learn more

Total Estate Shield

A trust-based structure for repositioning highly appreciated assets before a sale.

For: $5M+ asset value, 80%+ gain Learn more

03 · Category

High earners with active income

Partnership Special Allocation

A trading partnership that creates first-year ordinary deductions against active income.

For: $250K+ active income Learn more

Equiplease

Own a share of commercial equipment and take first-year depreciation.

For: $150K+ taxable income Learn more

04 · Category

Employers

Wellness Pro

A health benefit for employees, paid for by payroll tax savings.

For: Employers with group coverage Learn more

05 · Category

Estate

Trust & Estate Planning

Estate, asset protection, and charitable planning that works with your tax strategy.

For: High-net-worth families Learn more

Combined planning

Strategies work together

Many clients use more than one. For example, a business owner might pair Capital Gains Deferral at the sale with estate planning for the proceeds. Wilson Hand coordinates strategies so they reinforce each other.

Which strategy fits you?

Tell us a little about your situation and we'll point you in the right direction.

Book a Strategy Review

20 minutes. If nothing fits, we'll say so.