TAX PLANNING FOR HIGH NET WORTH INDIVIDUALS

AND BUSINESSES

Jeremy Green financial consultant FOR HIGHLY APPRECIATED ASSETS

ABOUT

ABOUT WSD

financial consultant FOR HIGHLY APPRECIATED ASSETS Minneapolis MN

WSD is a single-member LLC. I collaborate with high-net-worth individuals, families, and businesses to reduce taxes and improve outcomes, to the extent possible, in the following areas - Sale of appreciated assets, business continuity, and estate tax planning. Inevitably, those three areas are ultimately intertwined. Most of the time other professional advisors introduce me as a colleague to collaborate with them to assist in integrating the tax, legal, and financial aspects of the work being done. I'm one member of a team of professionals that is required to implement plans.

Learn More

TAX PLANNING FOR
HIGHLY APPRECIATED ASSETS

Strategies for real estate, concentrated stock, and other valuable investments

ESTATE
TAX PLANNING

Our estate tax planning services aim to preserve and protect your wealth for future generations through strategic tax planning and wealth transfer solutions.

BUSINESS CONTINUATION AND EXIT PLANNING

Our business continuation and exit planning services are designed to help high net worth individuals and business owners effectively transition their businesses while minimizing tax implications.

EXPERT WITNESS TESTIMONY

As a paid expert witness, I testify on the proper design and execution of tax, wealth and insurance planning techniques in FINRA three-judge panel arbitration and litigation in US Federal District Court.

Learn More

Services

we SAVEd MILLIONs OF DOLLARS

in combined present and future fees, estate taxes, income taxes, and capital gains.