EPIC Financial Consulting, Inc.

Tax on Passive Income

Reduces or eliminates the taxes on passive income generated from rents (real estate), royalties (licensing income, residuals, etc) , interest income (trust deed income or bond income), dividends and capital gains (long or short term)

Reduces or eliminates the taxes that would ordinarily be due upon death, regardless of the size of the estate or the age of the owner

Our team of experts consults with high-net-worth clients and their tax advisors to achieve unparalleled tax efficiency

We have utilized playbooks from the fields of tax analysis, estate planning, philanthropy, and corporate law to develop a unique and creative process to structure assets for tax efficiency and protection We recognize that no major decision is made in a vacuum, but rather in concert with one’s family and one’s trusted advisors

Thus, we work in conjunction with our client’s tax and legal advisors and with their existing planning to provide guidance; we will not execute any engagement agreement, nor will we accept payment of service fees without the collective consensus of each member of our client’s inner circle

Track Record: Our proprietary methodology has been developed, tested, and proven for over 20 years with more than 300 high-net-worth families

REDUCE, DEFER, OR ELIMINATE

CAPITAL GAINS TAXES Sale of Appreciated Real Estate Assets (EPIC 1031 ALTERNATIVE™) Residence & Vacation Homes Agricultural & Ranch Property Land, Lease or Options Sale of Appreciated Non-Real Estate Assets (EPIC TAX ALTERNATIVE™ & Epic Portfolio Tax Management Plan™) Appreciated Stock & Bond Portfolios Intellectual Property & Licensing

REDUCE, DEFER OR ELIMINATE

Tax on Passive Income Streams Royalty & Licensing Income Long or Short Term Capital Gains

TAX-EFFICIENT TRANSFER OF

Wealth to Future Generations Preserving family control of and access to your wealth for multiple generations

Going beyond the familiar planning techniques of By-pass Trusts, Discounted Gifts, GRATs, CRUTs, CLATs, NIMCRUTs, QPRTs, and QTIPs, etc

Achieving tax efficiency and asset protection for multiple generations

Helping you preserve family wealth and legacy for generations

• High-Net-Worth Individuals And Families
• Tax & Estate Attorneys For over 35 years, Reg has advised high net worth families with a focus on innovative approaches to his “twin pillars of wealth accumulation”: minimizing taxes and increasing yield without increasing risk

Following his degree in Economics and economic development studies in Africa, Reg spent several years in the Middle East prior to starting his career in the ‘financial advice business’ in 1978 He has written and spoken widely on his approach to planning

In 2001, he and his wife, Gina Ross, created an operating foundation, International Trauma-Healing Institute, focused on PTSD and trauma in Israel An adventurer by nature, he crossed the Sahara at 19, has visited over 100 countries, and is a fan of world music Reg sculpts, paints, plays jazz piano and trumpet and has 6 grandchildren within a mile of his home in Hancock Park

Dennis specializes in a unique consulting practice for ultra-high-net-worth families involving retreats and family discussions around issues of aligning wealth and values: i e , what is most important to the family members, what impact wealth will have on them and on the community, and how to develop the next generation to become responsible stewards of the family’s wealth and philanthropic legacy This is not ‘financial planning’ or ‘estate planning’ in any conventional sense but rather deeply personal, value driven conversations to bring meaning, purpose, and unity to the family