Our Team
We are tax mitigation & exit planning advisors for dentists & physicians nationwide.
Our team of tax-attorneys, CPA’s, & specialized experts are all focused on one thing: providing expert guidance to minimize all forms of taxation while protecting & preserving your hard-earned wealth.
100+ years
combined experience
700+
Physicians & Dentists served
Jason Kurchner CFP
FOUNDER & CEO, PERSPECTIV PLANNING
For over 40 Years, Jason H. Kurchner has been solving complex & repetitive tax problems, For Dentists, Physicians, Entrepreneurs and Ultra Wealthy families. Reducing & Eliminating All Forms of Confiscatory Taxes when Liquidating Highly Appreciated Assets. He is also The Consulting National Director of Philanthropic Planning for the Orthodox Catholic Church. Jason is an active Lecturer & Instructs Courses to Attorneys, CPA’s &, Investment Advisors. Topics are: Proven Ways to Reduce and Eliminate Federal and State Income Tax, Capital Gains Taxes, Estate and GST Taxes. He is a specialist and Lead designer in Tax Planning for The Sale of a Professional Practice & Business.
Ryan Bailey
PARTNER, PERSPECTIV PLANNING
Ryan is a True Serial Entrepreneur whose family are Dentists and Endodontists. Up until 1 year ago, Ryan owned a Luxury Real-Estate Brokerage in Phoenix-Scottsdale Arizona. He’s developed 10 Separate and successful Real-Estate projects and has owned and managed a series of Dental Practices with his father, built and sold them successfully.
Andrew Weinhaus J.D., LL.M.
Managing Member | Law Office of Andrew Weinhaus, LLC
Andy Weinhaus is a Tax & Estate Attorney has a Masters in Taxation and is also a CPA. Andy is General Counsel and Advanced Tax & Wealth Transfer Expert for Perspectiv Planning, LLC. Andy is well known across The US for his Tax Mitigation Planning Work for CPA, Family Offices, Dentists and Medical Practice Sales. He practices before the IRS and has worked with the DOL Implementing Exit Planning Strategies for Dentists which Eliminate The 70% combined Taxation on IRA & Qualified Plan Assets. The net result for Dentists and Physicians is Repositioning what’s Normally $3MM Before Taxes, $1MM After-Taxes to $12MM Income & Estate Tax Free in Trust For Generations.
Steven Horowitz Esq.
Partner, Horowitz and Rubenstein, LLC.
Steven A. Horowitz is of counsel to Perspectiv Partners, LLC. and has worked with the Managing Member Jason Kurchner, CFP for 30+ years. Steve focuses on all areas tax reduction & elimination planning for Dentists, Large medical Practice Seeking Exit Planning Tax Relief. He is a Global expert in private placement life insurance, offshore tax and estate planning. He Represents clients before the Internal Revenue Service and United States Tax Court.
M. Ridgway Barker
Managing Partner | JD Withers Worldwide Law Firm, Global Mergers and Acquisitions
Worldwide tax mitigation, legal restructurings, business sales and Exit Planning.
Art Jensen CPA
Art Jensen specializes in advanced tax, financial and estate planning for Dentists and Physicians Exit Tax Planning. He served as KPMG National Washington DC Specialist & Leader in Partnership Tax-Law. A Master of Installment Sales, Deferring Taxes upon a Practice for up to 30 years.
Simon Wise
PRINCIPAL, PERSPECTIV PLANNING
Simon Wise has over 30 years tenure in the financial services industry. He previously worked for JP Morgan, co-managing The Middle East private client group business. Sim retired from JP Morgan at age 54. Sim serves as Co Founder of Mucho Mas Media, and a Principal in Perspectiv Planning where he consults with entrepreneurs, dentists and physicians in all areas of tax mitigation, wealth stewardship and legacy planning.
Ed Cotney CExp, CPhD
PRINCIPAL, PERSPECTIV PLANNING
National Tax Strategist, Ed is an accomplished Certified Exit Planning Specialist.
He’s a Certified Philanthropic Planning Gifting Expert and a gifted tax mitigation expert, educator and team player 1998 US Air Force Retired. 1988 Pilot Training. 1986 US Army Paratrooper.
We are greatful to Ed for his great courage and service to our country.
Brock Weaver CPA, CFP
PRINCIPAL, PERSPECTIV PLANNING
Brock is a serial entrepreneur and financial tax mitigation strategist. Brock most recent success is FabX an $85MM Engineering Company he is preparing to sell after completing six business acquisitions. Brock’s practical knowledge relative to Tax Savings & Exit Planning For dentists & Physicians makes him and Perspectiv sought after.
Doug Dickey CPA CEPA
CPA, Certified Exit Planning Specialist. Tax, business advisory & Exit Planning Specialist. services. He is a National Educator & Speaker on asset protection, business formation & structuring, risk management, profit optimization & exit planning.
Kereti Tuioti
National Wealth Strategist
Kereti Tuioti has been a successful Wealth Strategist & Exit Planning Tax Reduction Specialist. An exceptional communicator and master technician in Intergenerational Trusts. Protecting Family & Legacy Wealth for Generations. Asset Protection, Divorce, Creditor and Predator Protection.
John Goralka J.D., LL.M. CPA
Tax Reduction & Exit Planning Attorney. Asset Protection, Wealth Transfer & Estate Planning. Author of Family Limited Partnerships in Estate Planning Asset Protection.
Tim Garriy CFA
Tim has spent over 30 years in the financial services industry. Much of this time is spent working with successful entrepreneurs and business owners on exit and legacy planning. Tim enjoys partnering with some of the best financial and tax strategists in the country to bring powerful, tax-efficient solutions to his clients. He is the President of Paragon Capital Partners and a Principal of Perspectiv Planning.
Adam Kurchner CEPA
Adam is a 29-year-old Certified Exit Planning Advisor “CEPA®” dedicated to helping business owners navigate the complexities of tax mitigation and strategic exit planning. With a focus on minimizing tax burdens and optimizing business value, Adam ensures a smooth and successful transition tailored to each client’s unique needs. By combining a strategic mindset with a client-focused approach, he develops personalized solutions that align with individual financial goals and long-term aspirations. Adam’s expertise and commitment empower business owners to confidently achieve their transition objectives.
Schedule an Introductory Consultation
We promise this will be the best 30 minutes you can invest.
You’ll walk away knowing whether or not we can save you millions in taxes.