
My work at KKOS focuses on strategizing, educating, and implementing for small business owners, entrepreneurs, investors, and real estate professionals the trifecta diagram for ideal entity structuring, enhancing tax efficiency, robust asset protection strategy, planning for retirement, and building wealth.
I also focus on privacy strategy, utilizing the Privacy Trifecta of LLCs, trusts, and anonymity layering to help clients keep their names off public records and safeguard their identity and assets.
I have structured hundreds of new and existing businesses, including LLCs and S-Corporations, providing strategic guidance to my clients on choosing the right entity for their business.
I also specialize in real estate, passive income, and investment strategy, helping clients maximize tax benefits, asset protection, and administrative efficiency, along with estate planning that includes revocable living trusts, efficient wealth transfer, and probate avoidance.
I specialize in advising on the legal and tax implications of using retirement funds to invest in real estate, crypto, and other non-traditional assets, via self-directed accounts like IRA/LLCs and Solo(k)s, and provide guidance on cryptocurrency structuring and tax strategies.
I love golf, ice hockey, skiing, and most importantly, quality time with family and friends. I'm married to my wife, Lindsey, and we have a Frenchie named Zeke.
A free 15-minute call with a client coordinator, or go straight to a working session with a partner-level attorney. Either way, you leave knowing the next step.