BECOME A STRATEGIC PARTNER
Empower Your Clients, Grow Your Revenue
By partnering with Wilson Hand, you can expand your service offerings with innovative tax planning solutions while earning generous referral fees for helping clients achieve enhanced asset accumulation and reduced exposure.
Expand Your Client Solutions & Earn Rewarding Referral Fees: Become a Wilson Hand Partner
Empower your clients and grow your practice by partnering with Wilson Hand. We offer innovative tax-reduction strategies that can help your clients:
- Retain More Capital for Reinvestment
- Maximize Asset Accumulation
- Minimize Tax Exposure
As a Wilson Hand Strategic Partner, you’ll benefit from:
- Generous Referral Fees: Earn for direct referrals and indirect referrals.
- Enhanced Client Solutions: Expand your service offerings with valuable tax-reduction strategies.
- Increased Client Retention: Provide your clients with a comprehensive wealth management approach.
- Streamlined Implementation: We equip you with all the necessary resources and support for a smooth integration.
- Reputation Boost: Align yourself with a leader in tax-reduction strategies.
How Our Partnerships Drive Client Success
Equishare
Income: $1,250,000
Tax Rate: 40%
Tax Obligation: $500,000
Buy In: $120,000
Deduction: $600,000
Adjusted Income: $650,000
Adjusted Tax Obligation: $260,000
Small Advantage PENDING
Income: $3,600,000
Tax Rate: 40%
Tax Obligation: $1,440,000
Buy In: $480,000
Deduction: $1,160,000
Adjusted Income: $2,440,000
Adjusted Tax Obligation: $976,000
Partnership Special Allocation
Income: $670,000
Tax Rate: 43%
Tax Obligation: $288,100
Buy In: $100,000
Deduction: $500,000
Adjusted Income: $170,000
Adjusted Tax Obligation: $73,100Case Studies
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The Importance of Tax Planning – Strategies to Reduce Your Tax Burden
In this world nothing can be said to be certain, except death and taxes. – […]
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Why Tax Planning Now Will Set You Up for Success in 2025
As the new year begins, many of us focus on resolutions to improve our lives—losing […]
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Exploring Tax Programs at Wilson Hand: Maximize Deductions, Minimize Liabilities
At Wilson Hand, we specialize in designing tax strategies that help our clients reduce their […]
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Year-End Tax Planning: Take Control of Your Tax Obligation Now
High-income earners know the importance of planning when it comes to their finances. This planning […]
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What are Capital Assets and Capital Gains Taxes?
Understanding capital assets is crucial for anyone interested in personal finance, investing, or real estate. […]
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What is the Section 1031 Exchange?
Many commercial real estate (“CRE”) owners make the mistake of thinking Section 1031like-kind exchanges will […]
At Wilson Hand, we understand the complexities of managing wealth, especially for business owners, real estate investors, and affluent individuals. For over 30 years, we’ve built a strong reputation for exceeding expectations by offering a comprehensive approach to financial well-being.
John Ryan
Relationship Manager
Jarum Stone
Relationship Manager
