Ryan K. Foncannon
Advanced Tax Reduction Strategist @Estate Planning Team
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WORK HISTORY
Advanced Tax Reduction Strategist @Estate Planning Team
Evansville, IN, US
Estate Planning Team is a professional group of highly trained professional advisors comprised of tax attorneys, advisors, brokers, and CPAs committed to assisting clients with business transitions and wealth succession planning by implementing the Deferred Sales Trust™. The Deferred Sales Trust™ is a tax-deferral strategy.Over the next twenty years, it is estimated that 20 trillion dollars will transition to the next generation in the United States. Many of these individuals want to minimize their potential tax liability by deferring capital gains and probate avoidance tax situations. According to Pew Research Center, roughly baby boomers will turn 65 today, and about more will cross that threshold every day for the next 10 years
EDUCATION
Vincennes University
Associate of Science (A.S.)
University of Southern Indiana
Bachelor's degree
University of Southern Indiana
Master of Business Administration (M.B.A.)
ABOUT RYAN K. FONCANNON
I am a Managing Partner at S.W.A.N. Virtual Family Office (VFO), a multi-disciplinary…
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