Dean is a go-to resource at K·Coe Isom for drilling down to solutions in the most complex estate planning, estate tax, and fiduciary income tax situations. His practice focus is estate planning for high-net-worth business owners and farmers.
With an exceptional comprehension of intricate financial scenarios, Dean educates multi-generational businesses on potential tax and income impacts as they transfer real estate and other assets from one generation to the next. Examples include:
Dean has over 20 years of experience protecting assets that people work hard to obtain. He brings a rich background in both tax accounting and law to his work. Attorneys, insurance brokers, bankers, financial advisors, and other professionals rely on Dean to find answers to their most complicated tax puzzles.