For over 40 Years, Jason H. Kurchner has been providing tax elimination and exit planning guidance for dentists, physicians, entrepreneurs and ultra wealthy families across the US. He is an expert in reducing and eliminating all forms of confiscatory taxes. Jason is also the Consulting National Director of Philanthropic Planning for the Orthodox Catholic Church.

Ryan is a serial entrepreneur who comes from a family of dentists and endodontists. He has owned and managed, along with his family, a number of dental practices which they have built and sold successfully.

Doug is a CPA and Certified Exit Planning Specialist. He is a national educator and speaker on asset protection, business formation and structuring, risk management, profit optimization and exit planning.

Kereti is a nationally known wealth strategist and exit planning specialist. He is an exceptional communicator, and master designer of intergenerational trusts.

Art specializes in advanced tax, financial and estate planning for dentists and physicians nationwide. He was a former partner at KPMG and served as the national specialist in partnership tax-law.

Brock is a serial entrepreneur and financial tax mitigation strategist. Brock’s most recent success is FabX, an $85MM Engineering Company he is preparing to sell after completing six business acquisitions.

Ridge is the managing partner for global mergers and acquisitions. He is a specialist in tax mitigation, legal restructurings, business sales and exit planning.

Ed is an accomplished Certified Exit Planning Specialist and National Tax Strategist. He’s a Certified Philanthropic Planned Giving Expert, gifted educator, and team player. 1998 US Air Force Retired. 1988 Pilot Training. 1986 US Army. Paratrooper.

Thank you for your courage and service to our great country.

Simon Wise has over 30 years tenure in the financial services industry. He previously worked for JP Morgan, co-managing The Middle East private client group business. Sim retired from JP Morgan at age 54. Sim serves as Co-Founder of Mucho Mas Media, and a Principal in Perspectiv Planning where he consults with entrepreneurs, dentists and physicians in all areas of tax mitigation, wealth stewardship and legacy planning.

Steven A. Horowitz is of counsel to Perspectiv Planning, LLC and has worked with the managing member Jason H. Kurchner, CFP®. He is the global expert in private placement life insurance, offshore tax and estate planning. He represents clients before the Internal Revenue Service and United States Tax Court.

Andy is general counsel and advanced tax and wealth transfer expert for Perspectiv Planning, LLC. Andy is well known across the US for his tax mitigation planning work for CPA’s, family offices, dentists and medical practice sales. He practices before the IRS and has worked with the DOL implementing exit planning strategies for dentists which eliminate the 70% combined income and estate taxes on IRA & qualified plan assets. This results in re-positioning what’s normally $1MM after-taxes to $12MM income & estate tax free in trust for generations,