Your wealth has
outgrown your
current structure.
Shurek Wealth Protection delivers the integrated tax strategy, estate planning, real estate investment, and wealth coordination of a private family office — for clients who have built serious wealth through any path and need a team that moves with them.
permanent from 2026
now permanent
disciplines
for everything
Most affluent clients are paying for complexity without getting strategy.
You have trusts, entities, multiple returns, attorneys, advisors — and somehow every year it still feels like everyone is working in their own lane. The returns get filed. The documents get signed. But no one is connecting the dots.
That coordination gap is where estate value gets lost, unnecessary tax gets paid, and well-intentioned planning falls apart between the attorney meeting and tax season.
We exist to close that gap. We are not your estate attorney. We are the tax strategist, implementation quarterback, and compliance overseer who makes sure the plan actually works — on paper and in the filing. Year-round, not just in April.
Every client relationship begins with a complimentary discovery conversation — no charge, no obligation.
Sound familiar?
- "My trust was set up years ago but I'm not sure it still makes sense for my situation.
- "My attorney drafts the documents but nobody has modeled the tax impact.
- "I have multiple entities and I'm not sure they're structured the right way for estate purposes.
- "I pay a lot in taxes every year. I'm not convinced I have to.
- "My returns get filed every year but I feel like I'm always reacting, not planning.
- "I have significant crypto gains and no one seems to know how to plan around them.
- "I know I should be doing more before I sell the business. I just don't know what.
Four roles. One coordinated relationship.
Tax Strategist
We model the real tax and transfer-tax impact of planning decisions before they are implemented — not after.
Implementation Quarterback
We sequence the moving parts — entity changes, asset titling, trust funding, gifting — so the plan does not stall between advisors.
Compliance Overseer
We manage the reporting that follows — 1040, 1041, 709, 706, 1065, 5500, cost segregation studies — in coordination with the underlying strategy.
Advisor Collaborator
We work alongside your estate attorney, wealth advisor, and trustee — filling the tax role so everyone else can focus on theirs.
Every defensible strategy.
Nothing questionable.
We have deliberately excluded strategies with high IRS challenge risk. No syndicated conservation easements. No micro-captive insurance schemes. No Puerto Rico residency tricks. Every strategy we implement has decades of legal precedent and clear statutory authority.
What that leaves is still an extraordinarily powerful toolkit — income tax reduction, estate transfer, wealth preservation, real estate investment, business succession, and charitable planning — all coordinated as a single strategy rather than a collection of isolated transactions.
Real estate investment access — including proprietary MHP, commercial, and medical office acquisitions through our 20-year real estate partner — is integrated into our strategy planning where it creates the highest value for the client's specific situation. In-house cost segregation is conducted on every acquisition.
Cost Segregation + Bonus Depreciation
Accelerated first-year deductions — in-house, coordinated with the return.
Defined Benefit / Cash Balance Plans
$200K–$300K+ annual deductions based on owner's age and income.
QSBS Section 1202
Up to 100% exclusion of capital gains — now up to $15M per issuer.
R&D Credits Section 41
Dollar-for-dollar credit for qualifying research — more industries qualify than most owners realize.
QBI Deduction + SALT Optimization
Permanent 20% QBI deduction and $40K SALT cap for 2025–2029.
Installment Sales & Gain Deferral
Spread gain recognition across multiple years at lower effective rates.
SLAT — Spousal Lifetime Access Trust
Remove assets from estate while preserving indirect spousal access.
IDGT — Installment Sale Strategy
Transfer business value via note. Zero income tax recognition.
GRAT + Dynasty Trust + GST
Transfer appreciation to heirs. Compound wealth outside every future estate.
FLP with Valuation Discounts
20–35% discount on transferred minority interests — stretching the $15M exemption further.
Buy, Borrow, Die Architecture
Tax-free access to appreciated assets. Basis step-up planning at death.
CRT / DAF / CLAT
Capital gains deferral, income tax deductions, and charitable legacy — coordinated.
Year-round attention.
Not annual surprises.
Most people find out what they owe on April 14th. By then it is too late. The strategies that meaningfully reduce your tax bill require decisions made in January, June, and October — not in the final days before filing.
Our private client relationship is built around proactive engagement throughout the year — surfacing planning opportunities before the window closes, coordinating with your attorneys and advisors, and keeping every filing coordinated with the strategy rather than filed in isolation.
This is the model that ultra-wealthy families access through private family offices. We deliver it at a fraction of the cost — because we built the infrastructure, assembled the team, and focused exclusively on clients who need it most.
Strategy first.
Then execution.
Then reporting.
Most firms prepare returns. We do that too — but it is not where the value lives. The value lives in the work that happens before the return is filed: the planning conversation, the tax modeling, the decision about which structure actually serves your goals.
We design the coordinated strategy, oversee the implementation, and ensure the reporting reflects what was actually done. That sequence — and only that sequence — produces the outcome clients expect from advisory work at this level.
- one
Diagnostic & Discovery
We review your current structure — entities, trusts, returns, estate exposure — and identify where the real risks and opportunities are.
- two
Tax & Transfer Modeling
We model the tax impact of proposed strategies before anything is implemented. Decisions are made with clear numbers in front of you.
- three
Coordinated Planning Blueprint
A written roadmap with a sequenced implementation plan and a reporting checklist for year one and beyond.
- four
Implementation & Coordination
We coordinate with your attorney, trustee, and advisors — ensuring the plan does not fall apart between the meeting and the filing deadline.
- five
Ongoing Private Client Relationship
For clients with active trusts, annual gifting, real estate transitions, and multi-entity complexity — a year-round retainer that keeps the strategy current, not just the returns filed.
What we do — and what we do not.
We Do
- Model the tax and transfer-tax impact of planning strategies before implementation
- Coordinate with estate attorneys, wealth advisors, trustees, and valuation professionals
- Oversee tax reporting for trusts, gifts, entities, and individuals
- Quarterback implementation from strategy through execution
- Review asset titling and entity structure for tax efficiency
- Provide year-round planning advice around transactions and liquidity events
- Prepare 1040, 709, 706, 1041, 1065, 5500, and entity returns — driven by the plan
- In-house cost segregation studies on every real estate acquisition
- Proprietary real estate deal access through our 20-year partner
We Do Not
- Draft legal documents or trust instruments
- Provide legal advice or serve as estate-planning counsel
- Replace your attorney — we work alongside them
- Recommend syndicated conservation easements
- Recommend micro-captive insurance structures
- Recommend Puerto Rico residency strategies
- Promise specific savings before reviewing your full situation
- Take on clients whose complexity does not warrant a real planning engagement
Wealth built any way.
Planned the right way.
The common thread among our clients is not the industry or the job title. It is that they have built significant wealth — through whatever path — and they have outgrown the advice they are currently getting. Some examples of who we work with:
Business Owners
Closely held companies with appreciating value, succession planning needs, and significant annual tax exposure.
Attorneys & Law Partners
High-earning partners with complex compensation, partnership interests, and growing estate exposure.
Physicians & Specialists
Surgeons, anesthesiologists, and radiologists with $500K–$2M+ income and limited planning support.
Real Estate Investors
Portfolio holders with depreciation complexity, 1031 chains, and the basis-vs-estate tradeoff that demands coordinated analysis.
Crypto & Digital Asset Holders
Significant unrealized gains, complex cost basis, and planning needs — from charitable strategies to digital wallet estate planning — that most advisors have never encountered.
Tech Founders & Executives
Equity compensation, ISOs, RSUs, concentrated positions, and QSBS qualification analysis for founders approaching a liquidity event.
Affluent Families & Trusts
Multi-generational estates with active trusts, multiple entities, annual gifting programs, and no one coordinating the full picture.
High-Net-Worth Individuals
Executives, investors, and high earners with significant wealth who need integrated planning — not piecemeal advice from advisors who do not talk to each other.
"These are examples — not a gated list. If you have built significant wealth through any path and feel your current planning is not keeping up with your situation, that is exactly the conversation worth starting."
A clean lane. Better outcomes for your clients.
We do not compete with estate-planning counsel, wealth advisors, or RIAs. We fill the integrated tax role that routinely goes unfilled in complex planning engagements — and we do it in a way that makes your work easier, not duplicated.
Our pitch to referral partners is straightforward: You draft. You advise. You manage the portfolio. We model the tax impact, coordinate implementation, and keep the reporting right.
That creates a cleaner outcome for the client and a stronger referral relationship for all parties involved.
"We do not just prepare returns after the fact. We help clients think through whether their trust and entity structure actually supports long-term tax efficiency and family wealth transfer — then we coordinate with counsel and oversee the tax side of implementation."
We work alongside
- Estate Planning AttorneysTax modeling and return coordination so you focus on legal structure.
- Wealth Advisors & RIAsTax coordination that falls outside your regulatory scope — no conflict.
- Insurance AdvisorsConnecting policy structure to trust strategy and reporting.
- Valuation ProfessionalsWe incorporate appraisal work into the planning model and 709 return.
- Real Estate AttorneysWhere entity structure, depreciation, and estate planning overlap.
Tax strategy & estate
planning resources.
What the Estate Tax Exemption Change Means for Business Owners
The permanent $15M exemption under the OBBBA — what changed, what it means, and where planning focus should shift now.
When a Revocable Trust Does Nothing for Estate Tax Planning
Widely used and widely misunderstood. What a revocable trust actually does — and the significant gap it leaves.
How Trust Planning Affects Your 1041, 709, and 1040 Returns
Estate planning creates specific reporting obligations. What business owners and families need to understand before implementing a trust.
Most planning conversations
start with a single question.
We take a small number of new clients each year. Every engagement begins with a brief discovery call — no charge, no obligation — to determine whether there is a fit and what the right entry point looks like for your situation.
If you are a referral partner reaching out on behalf of a client, we respond within one business day.
Engagements typically begin within 2–3 weeks of initial consultation.
All conversations are confidential.