Over 50 Years of Combined Expertise in Advanced Tax Reduction Strategies.
Wealth Retention Strategies delivers sophisticated tax planning strategies backed by over 50 years of combined experience through our team of Certified Public Accountants, tax attorneys, and wealth preservation specialists. We provide high net worth individuals, business owners, and CPAs with legal, proven strategies designed to significantly reduce tax liabilities while maintaining complete asset control.
Our expertise spans complex estate tax planning, charitable LLC implementation, capital gains tax reduction, and multi-generational wealth preservation.
We work exclusively with clients who demand excellence, transparency, and results in protecting their financial legacy from excessive taxation.
Our commitment is to deliver the highest value tax strategies that are legal, dependable, and tailored to your unique financial goals.
Our Strategic Process
Comprehensive Financial Analysis
Risk Assessment & Tax Liability Projection
Custom Strategy Development
Implementation & Ongoing Optimization
Empowering CPAs with maximum retention tax strategies, navigating complexity. We aim to be the foremost authority, delivering legal, dependable solutions, safeguarding financial legacies for generations.
To deliver legal, dependable, and maximum retention tax strategies. It is to provide certified public Accountants (CPAs) with strategies and knowledge as they navigate the complex tax code.
To be recognized as a lead tax strategy and consultant firm.
Chief Executive Officer
Kevin Waldher brings 40+ years of real estate development and business structuring expertise, having successfully completed over 500 projects spanning residential development, commercial properties, and complex business transactions. His career demonstrates exceptional attention to detail in structuring transactions to mitigate liability while minimizing tax implications.
Core Expertise:
- Transaction Structuring – Specializes in positioning individuals and businesses for optimal tax advantages through proper deal architecture
- Charitable LLC Implementation – Expert guidance on charitable LLC strategies for high net worth clients facing significant capital gains
- 1031 Exchange Mastery – Deep experience with tax-deferred exchanges and alternative transaction structures
- Business Operations – Successfully owned and managed mortgage companies, finance companies, and a general contracting firm in Arizona
Kevin’s passion centers on helping clients structure transactions to dramatically enhance overall ROI while reducing or eliminating the heavy tax burdens inherent in today’s confiscatory tax environment. His real-world business experience combined with tax strategy expertise delivers practical solutions that work in actual market conditions.
Wayne Reeves has practiced public accounting for 43 years with specialized focus on tax compliance and advanced tax planning strategies. He holds a Master’s Degree in Accounting from Brigham Young University with a specialty in Federal Taxation, positioning him as one of the most knowledgeable tax strategists in the industry.
Core Expertise:
- Tax Law Mastery – Comprehensive understanding of IRS regulations, case law, and planning opportunities within the tax code
- Strategic Planning Vision – Exceptional ability to identify planning opportunities other advisors miss
- Client Wealth Maximization – Focused exclusively on empowering clients to maximize after-tax cash flow and wealth retention
- Estate Planning Integration – Weaves tax planning with estate planning to ensure clients achieve both current tax efficiency and proper legacy structure
Wayne’s number one priority is empowering clients to keep more of what they earn through legal, sophisticated tax strategies that bring financial peace of mind. He regularly conducts seminars educating clients on tax compliance requirements and forward-looking planning strategies that position them for long-term success.
Wayne believes informed clients make better decisions. He takes time to explain exactly what’s happening with tax compliance and his strategic recommendations for moving forward.
John Davenport contributes 22+ years of business development experience, including building two nationally ranked companies from the ground up. His track record includes helping countless individuals and companies across diverse markets and industries achieve significant growth through strategic marketing and business development.
Core Expertise:
- Business Growth Strategies – Proven methodologies for scaling professional services firms
- Market Positioning – Expert at positioning specialized services to reach ideal target audiences
- Relationship Development – Built extensive networks across finance, accounting, and wealth management industries
- Strategic Consulting – Former consultant to the United States government and major corporations
John leads our market education efforts, ensuring high net worth individuals and CPAs discover how advanced tax strategies can transform their financial outcomes. He develops partnerships with CPAs nationwide, creating mutually beneficial relationships that serve wealthy clients with exceptional tax planning.
Connecting people who need sophisticated tax strategies with the expertise and solutions that transform their financial futures.
We focus exclusively on advanced tax strategies for high net worth individuals, business owners facing liquidity events, and CPAs serving wealthy clients. This specialization delivers deep expertise you won’t find at general accounting firms.