When clients sell highly appreciated assets, whether it is a farm, ranch, Real Estate, business, or professional practice, as the price approaches $1 million and goes beyond, taxes become a larger, more challenging problem.
SkySon helps tax advisors and their clients reduce taxes to keep more cash from their asset sales. To accomplish this, your input and expertise is integral to the process, before and after the sale.
Please join us to find out more about how you can help clients save money on taxes on large asset sales.
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.
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.