Ryan K. Foncannon

Advanced Tax Reduction Strategist @Estate Planning Team

Evansville, IN, US
EMAILS
r•••@swaninvest.com
MOBILE NUMBERS
+18•••••••44

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WORK HISTORY

Jan 2023 — Present

Advanced Tax Reduction Strategist @Estate Planning Team

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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

1997 — 1999

Vincennes University

Associate of Science (A.S.)

1999 — 2003

University of Southern Indiana

Bachelor's degree

2005 — 2006

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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