Experienced Strategists Protecting Your Wealth
Our team brings decades of specialized experience in advanced corporate law, actuarial science, and structural tax engineering. We're not generalists — we're precision instruments built for one purpose: eliminating your unnecessary tax burden.
Principles That Guide Every Strategy
We believe tax reduction is not a loophole — it's a discipline. Every structure we build reflects these core commitments.
Legal Defensibility First
No strategy is deployed without a formal legal opinion and IRC precedent validation. We don't play in grey areas — we build in the light.
Client-Centric Architecture
Every strategy is custom-engineered for your specific financial architecture. We don't sell templates — we build bespoke solutions.
Long-Term Partnership
Tax law evolves. Your business evolves. We maintain ongoing advisory relationships to adapt your structures as your situation changes.
The Experts Behind Your Strategy
Every team member brings deep specialization in a critical area of tax reduction, ensuring comprehensive coverage across every dimension of your financial architecture.
Bill Hall
Director of Capital Gains Tax Reduction Planning
Christen Berman
Managing Director, COO, Tax Credits
Eric Aragon
CPA, Tax Reduction Specialist
Jeremy Bryant
Managing Team Director
Charles Hayes
Estate Planning
Darren Sugiyama
Director of Affluent Markets
Robert Raimondo
Managing Director Attorney
Kim Raimondo
Compliance Attorney
Richard Myer
Managing Team Director
Chuck Nash
Managing Team Director
"What sets TRS apart is the depth of specialization on their team. Every person we interact with is an expert in their specific domain — estate architecture, corporate restructuring, charitable trust, wealth replacement trust, etc. — rather than a generalist trying to cover everything. That level of precision is rare."
Founding Member
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