Tax and Investment Planning
One of the country’s leading experts in tax planning and CPA continuing education, RCF Group has decades of experience that allows us to provide clients with leading edge, proven conservative solutions. We provide tax planning solutions for affluent investors, business owners and estates looking to minimize tax outlays and maximize wealth available for future generations, when desired.
The RCF team has over 100 years of experience working with alternative investments. Alternative investments deliver non-correlated returns not linked to the stock and bond market with excellent tax efficiency. Whether real estate, energy, self storage, etc., we have sound, proven solutions to complement and balance a portfolio. The firm has broad and deep experience in tax planning solutions, 1031s/DST, REITs, and interval funds.
RCF Group works to customize a sound financial plan for people of all walks of life at difference phases of their lives. The firm is well versed in all types of individual retirement plans from 401Ks, safe harbor 401Ks, IRAs, SEP IRAs and defined benefit plans as well as customized personal pensions.
Through our firm’s Registered Investment Advisor (RIA), we provide fee based planning and management to grow, optimize and preserve investor’s assets and help them build a sound long term financial future. We partner with industry leading Calaphi Advisory Network to build portfolio solutions for every type of investor.