Jim Rein

Jim Rein
Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538

970-685-3500

Industry Areas

Service Areas

Jim Rein, Principal, Pinion, LLC

Jim Rein, principal and leader of Next Gen services, has more than 20 years of experience in consulting, taxation, and advisory services for family owned businesses that include agriculture, manufacturing, and distribution industries.  His depth of knowledge in these fields lends to his innate ability to minimize risks, maximize assets, increase equity, and decrease the tax burden for businesses.

As the leader of Pinion’s Next Gen advisory team, Jim provides business owners with guidance surrounding long-term planning decisions to meet both business and personal goals.  He specializes in succession planning, legacy/wealth building, estate and tax strategy, next gen development, and transition management, with the ultimate purpose of securing long-term success.  Jim helps business owners navigate through tough business decisions, emotionally charged family discussions, and entity transitions.

He has notable agriculture experience, working with farmers and ranchers for over 25 years to:

  • Protect and keep their wealth by designing estate plans based on specific goals.
  • Minimize tax burden within various transactional events (selling farmland or a business, for example).
  • Prepare, plan, and execute the transition of agribusinesses.

As a certified public accountant (CPA), Jim Rein is an expert in the areas of estate strategy and gift planning to minimize taxation.

Education

B.S., business administration with emphasis in accounting, The University of Nebraska-Lincoln

Credentials

Licensed CPA in Colorado and Nebraska

Professional Associations

American Institute of Certified Public Accountants
Nebraska Institute of Certified Public Accountants
Finance Committee Member; Blessed Sacrament Catholic Church
School Board Member; Grand Island Central Catholic

Personal Interests

Enjoys hunting and fishing with family and friends, coaching youth sports, Boy Scouts leadership, and rooting for the Pittsburgh Steelers and Nebraska Cornhuskers.

Recent Insights related to Jim Rein

Are You Running Your Business or is it Running You?

As a business owner, you likely spend most of your days - and many of your nights - thinking about the daily operations of your business. Retaining customers, analyzing the...

The Flip Side of Estate Planning: Why Many Don’t Bother

6 in 10 Americans have a retirement account, while only 1 in 3 have an estate plan. While the majority of Americans see the importance of retirement planning, most neglect...

How the Holidays Can Shape Your Family Legacy

The Risks of Letting Your Legacy Ride: How Estate Planning Protects the Family

Ask any successful family business leader "What is your most important accomplishment?"  The overwhelming response is: 'my legacy'.  And yet, only one in six have an estate...