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 10% for direct referrals and 5% for 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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Mark Scenario
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Logan Scenario
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Richard Scenario
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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
Nathan Barton
Relationship Manager
Gordon Christensen
Relationship Manager
Ana Carroll
Relationship Manager
Bill King
Relationship Manager
Dan Sturgill
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Michael Trevino
Relationship Manager
