•Assisted a family heavily invested in oil and gas and financial instruments in setting up family partnerships and acquiring properties to diversify their investments, increase income, and provide a vehicle to transfer wealth through generations.

•Redeveloped and sold a neighborhood shopping center and implemented a plan to utilize 1031 tax-deferred exchanges to increase income 50%, build wealth, improve asset quality, and manage risk.

•Assisted an individual investor in evaluating their unproductive, non-controlling ownership interest in twenty parcels of rural acreage and collaborating to devise and implement a strategy to acquire selected properties from co-owners and ultimately sell those interests for several million dollars.

•Provided fee based counseling services to a client that resulted in significant property tax savings.