Our team is currently laser-focused on delivering optimal Tax Exempt Retained Capital (TERC™) strategies for our existing high-net-worth clients, a non-negotiable priority as we approach tax deadlines. We're refining our digital home to match this elevated level of service. For immediate, confidential access to TERC™ architects, please use the direct line below:
+1 (310) 259-2235
This video below will temporarily explain what we do:
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CUSTOM JAVASCRIPT / HTML
You've spent a lifetime building your business.
Now, you're facing one of the most significant financial events of your life: your exit.
How do you navigate the complex tax implications of a sale while securing your legacy and rewarding the employees who helped you build it?
What if there was a strategic way to plan for this transition, allowing you to defer capital gains taxes while simultaneously creating a powerful, lasting legacy?
Welcome to the Tax-Exempt Retained Capital (TERC)™ Strategy.
TERC is not a product; it's a sophisticated, compliance-driven framework developed by Kelly Smith and Richard Coffin.
It integrates powerful, Congress-approved tools to achieve a strategic goal: repositioning would-be tax dollars into retained capital, where those funds can grow tax-deferred or tax-free within your business ecosystem
