Kevin Bearley, Principal, Pinion, LLC
Kevin Bearley partners with business owners to create sophisticated income and tax solutions that include structuring organizations, transitioning businesses, and maximizing tax benefits at present and into the future.
A tax attorney, Kevin routinely represents and resolves IRS appeals cases with an excellent track record of success. A detailed researcher, he creates solid strategies to protect business assets and limit risk. Kevin collaborates with both Pinion and external resources to develop innovative solutions and employ creative tax techniques, including:
- Advocating for a $30 million family business serving as an expert witness in a case stopping the former son-in-law from taking a large share of family assets. The judge ruled in favor of the family because of the particularly clear terms in the succession-plan strategy the firm had created for the family.
- Reducing capital gains tax by 25% on a retirement purchase transaction by restructuring a C-Corp oil and gas company in Colorado.
- Employing land as an asset base to provide a fair percentage of an estate to heirs not involved in a family’s farm operations, while allowing cash flow for on-farm heirs to sustain the operation.
Kevin navigates complex family dynamics and advises family business owners that fair doesn’t always mean equal. When putting together estate plans, he focuses on ensuring operating assets and cash flow are accessible to on-farm heirs for long-term, prosperous farm operations, while also providing a monetary benefit to other off-farm heirs. Kevin Bearley listens closely to family business goals and develops financial strategies so the family business will survive and thrive in future generations.