Clients, especially those involved in agriculture, always welcome effective tax deferral and tax saving strategies. Structured Sale Strategies are among the most effective tax deferral strategies available. When properly applied, Structured Sale Strategies can often provide Ag clients substantial tax saving and remarkably improved cash flow.
This course is designed to provide Tax Professionals with a solid understanding of the Tax Law and Revenue Rulings underpinning the application of Structured Sales, Strategies, along with a series of brief case studies illustrating various ways Structured Sales have been used to significantly improve Agricultural clients’ financial futures.
Course Objectives:
Demonstrate how SkySon Financial works with Tax Professionals to help their clients achieve more favorable financial outcomes, by explaining:
SkySon Financial
President | Co-Founder
[email protected]
(209) 408-0039
Andrew specializes in working with professional teams to assist clients in developing unique tax-saving strategies. As a noted expert, Andrew provides training for CPAs and Attorneys on advanced asset sales strategies and Qualified and Non-Qualified retirement planning. He has been called upon to work with owners and companies around the country to design and implement cutting edge solutions for their firms.
Andrew was born and raised in the San Francisco Bay Area and graduated from San Francisco State University. He has four children and two grandchildren, and he currently resides with his wife Carrie in Modesto, CA. They enjoy traveling the world together, love all things Disney, and share a passion for children with special needs.
SkySon Financial
VP | Marketing & Business Development
[email protected]
(949) 874-2674
Bruce is focused on building strong long-term relationships with key advisors, including accounting professionals, attorneys, and brokers. He comes to SkySon Financial with a background in corporate financial management and marketing communication.
Bruce lives with his wife in Irvine, California, where he gets to explore his passion for bicycling and kayaking. He has been involved in media outreach for HomeAid America and the Make-a-Wish Foundation.
SkySon Financial
President, Structured Services
[email protected]
6416607406
Rick Danowsky heads up the Structured Services division where he has been at the forefront of innovation, helping farmers, business-owners, professional practitioners, and real estate investors minimize the impact of taxes, while creating secure income streams for their futures. He has been involved in the professional insurance and securities industry for more than 23 years, including 13 years as a Structured Settlement Consultant. Rick is a sought after speaker for presentations to CPA’s, Attorneys and other professionals seeking to use structured sales for their clients.