Integrated Tax & Wealth Management Strategies for Business Owners and High-Net-Worth Families

At Revolution Group, we believe tax planning is not just about minimizing liabilities—it’s about rethinking the way you manage wealth. Our fully integrated tax and wealth management approach ensures that every financial decision is optimized for long-term success. Whether you're a business owner, high-net-worth individual, or ultra-high-net-worth family, we break down silos to create a seamless, strategic, and proactive tax plan that works in harmony with your broader financial goals.

Custom Tax Management & Strategic Optimization

We don’t just prepare tax returns—we design custom tax management strategies that adapt to the evolving complexities of your financial life, ensuring that every strategy is continuously optimized for maximum efficiency. With a CPA on staff and a holistic, team-based approach, we go beyond traditional tax preparation to deliver position optimization, risk mitigation, and long-term wealth preservation. Taxes shouldn’t be a once-a-year event. Our proactive, year-round tax strategies are aligned with your broader wealth goals, so you always have the most effective tax plan in place.

Our Integrated Tax & Wealth Services

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    Tax Planning & Optimization

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    • Year-round tax planning tailored to your financial goals
    • Multi-year tax forecasting and cash flow planning
    • Tax-efficient business structure and entity selection
    • Tax-optimized investment strategies, including private equity, real estate, and intangible drilling costs (IDC) credits
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    Business & Executive Tax Solutions

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    • Business exit and succession planning for tax optimization
    • Stock options, RSUs, and executive compensation tax strategies
    • Coordination between business and personal tax strategies
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    Personal & Business Tax Compliance

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    • Tax return preparation for individuals, businesses, and trusts
    • Federal, state, and local tax compliance strategies
    • Estate, gift, and inheritance tax filings
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    Wealth & Tax Coordination

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    • Estate and legacy tax planning for generational wealth transfer
    • Estate and legacy tax planning for generational wealth transfer
    • Trust, inheritance, and real estate tax structuring

The Benefits of Integrated Tax and Wealth Management

A Holistic Financial Picture

When working with separate firms for tax and wealth management, you may not always get a full picture of how both areas can work together. At Revolution Group, our integrated tax and wealth services provide seamless communication between the two divisions, ensuring that your financial strategy is aligned for maximum tax efficiency and wealth growth. When we handle both your tax and wealth planning, we gain insight into your entire financial situation, helping us offer the best advice and strategic solutions that benefit your long-term goals.

Why Choose Revolution Group?

Industry Leaders in Integrated Tax and Wealth Management

  • Expert-Led Approach – With a CPA on staff and a team of wealth strategists, we provide holistic financial planning that integrates tax optimization and wealth management.
  • Proven Success – With a 99% member retention rate, our clients trust us to manage their business tax strategies and wealth growth.
  • Cutting-Edge Strategies – We implement advanced tax planning techniques that challenge the status quo, going beyond traditional wealth management practices.
  • Client-Centric Philosophy – Our personalized approach ensures that every decision we make is centered around maximizing financial efficiency and preserving wealth for the future.

 

Take the Next Step Toward a Smarter Tax & Wealth Strategy

Your financial success deserves a customized, forward-thinking tax plan. Let’s work together to build an optimized tax and wealth strategy that aligns with your long-term goals.

Call Us: 
402-933-3371

Email Us: 
info@revgroupllc.com

Visit Us: 
450 Regency Parkway
Suite 300
Omaha, NE 68114

 

Or, schedule a consultation by filling out the form.

Get Started Today

Complete the form below, and our team will reach out to discuss your tax and wealth planning needs.

 

Meet Our Tax Advisor: Michael Rahn, CPA, CFP®

Michael Rahn serves as our Tax Advisor, bringing over 10 years of experience in helping clients navigate complex tax strategies. Michael works directly with clients to develop custom tax plans that minimize tax burdens and maximize returns, all while integrating these plans with your broader financial and investment strategies. 

With a strong foundation in both tax and financial planning, Michael provides comprehensive guidance to business owners, high-net-worth families, and individuals. 

Michael holds both a Master of Business Administration (MBA) and a Bachelor of Accountancy degree from the University of North Dakota. He is a Certified Public Accountant (CPA), licensed in Nebraska and Iowa, and a CERTIFIED FINANCIAL PLANNER® (CFP®).