Jim Rein, CPA

Principal & Leader of Next Gen Services

Loveland, CO

6125 Sky Pond Drive Suite 200 Loveland, Colorado 80538

Contact Information

eMail

Social Media Information

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 K·Coe Isom’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 20 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 is an expert in the areas of estate strategy and gift planning to minimize taxation.

 

Education

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

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

Mentions and articles by Jim

Look Before You Leap on Tax Conversions

K·Coe Editorial | October 18, 2018

Lower Tax Rates for Conversions May Not Deliver the Most Advantages The flashy headlines around the lower tax rates as part of the new tax code are not always cut-and-dry, and businesses need to take a deep-dive look at the […]

Winning at Tax Reform

Winning with Tax Reform – Why You Need to Reevaluate Your Estate Plan in 2018

Jim Rein | May 31, 2018

Exemption for Estate Planning is Ripe for the Picking The Tax Cuts and Jobs Act of 2017 made one significant change for estate planning: it doubled the estate tax exemption through 2026. This change is unique because it has resulted […]

Double Down Now with Estate Planning

Jim Rein | February 13, 2018

New Tax Act Fortifies Estate and Legacy Opportunities The time to ‘double down’ with an estate plan is now. Transferring assets to a trust or other entity is usually loaded with potential tax consequences to consider. This may be a […]