Eliminate Taxes on Ordinary Income and Capital Gains.

Increase Discretionary Profits, Credit Lines, and Long-Term Capital-Building.

Achieve Your Financial Goals Faster And With Better Protection Through Tax Deferrals


Want an easy raise? WORK SMARTER, not harder.



Walter Robb, Ph.D. - Chairman & Interim CEO, Cyclics Corporation, Board Member of 11 organizations across 15 industries, New York

"As a 20 year direct protégé of Jack Welch’s at GE, active philanthropist and the board member of many publicly traded entities, I have worked with numerous attorneys. This is the first testimonial I have ever given for professional work. It is well-earned.  Over the years, Jim has saved me several million dollars in taxes. He is easy to work with and responsive. His unique capabilities and insight make a huge difference. He deserves your confidence. I give him my highest recommendation."

Gary Adamson - CEO, Dicor Corporation Elkhart, IN

"Jim is honest, thoughtful, bright, and informed. I cannot recommend Jim highly enough. Over nearly 20 years, Jim has loyally and faithfully provided powerful planning options to our family and business. We have more substantially more money and family protection because of Jim."

Johnne Syversen - CEO, Syversen Strege & Company, West Des Moines, Iowa

"Jim is one of the most creative and powerful tax planners I know. At the same time, he never loses sight of family well-being and long-term holistic planning. We have many attorney advisors and tools available to us. Jim generously shares his time to help us match creative solutions with the right technical local attorneys. I consider Jim a key go-to person for high-level, technically-sound solutions."

Check Out Our Calculators and See Immediate Results

Ordinary Income Tax Deferral

Capital Gain Tax Deferral

Control 100% of Your Income

With the help of our Family Bank Calculator, you can get an idea how many years it will take for you to reach your Ultimate Financial Goals. See how FTI can nearly get you there in half the time.

Federal Tax
State & Local Tax
Obamacare & Medicare Tax

Make More When Selling

Our Capital Gains Tax Calculator gives you a general idea of how much you'll be spending when you sell any of your assets, and compares them to the use of Structured Sales. Nobody can offer better rates in this area than FTI.

Federal Gain Rate
State Capital Gain Rate
Section 1411 Medicare Surtax

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