Kevin Bearley, JD, MBA

Principal

Loveland, CO

6125 Sky Pond Drive Suite 200 Loveland, Colorado 80538

Contact Information

eMail

Social Media Information

Kevin 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 K·Coe Isom 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 listens closely to family business goals and develops financial strategies so the family business will survive and thrive in future generations.

Education

  • L.L.M., tax, University of Denver – Sturm College of Law
  • J.D., law, Stetson University College of Law
  • M.B.A., business management and accounting, University of West Florida – College of Business
  • B.A., accounting and finance, University of West Florida

Credentials

  • Licensed to practice in tax court

Public Speaking

  • Family business and tax conferences on estate and succession planning
  • Writes for Ag Journals

Professional Associations

  • The Colorado Bar Association
  • The Florida Bar

Civic Associations

  • Kit Faragher Foundation: board member
  • Habitat for Humanity

Personal

  • Tennis and skiing
  • Reading biographies, history, and classics
  • Travel with family to South America to practice Spanish and to Europe to embrace the culture and history

Industry Areas

Food & Ag

Mentions and articles by Kevin

Uncertainty in economics, politics makes estate planning critical

K·Coe Editorial | March 8, 2016

Risk and uncertainty in the economy, changes in tax policy and pressure from foreign and domestic sources buying up farms means one thing: You have to have a plan for the future. Questions are out there. There’s no crystal ball, […]

Kevin Bearley Quoted in AgWeb 5 Tax Tips for Spring

K·Coe Editorial | February 24, 2016

Kevin Bearley quoted in AgWeb 5 tax tips for spring, read the full article. As U.S. taxpayers prepare their returns ahead of April’s filing deadline, producers are thinking about taxes, too. Rather than focusing on the next few weeks, though, […]

Learn From the E-Myth Principle

Jeanne Bernick | February 9, 2016

Family-owned businesses represent more than 90% of all business enterprises in the United States. Yet, only approximately 30% of family owned businesses survive into the second generation, 12% into the third generation, and 3% into the fourth generation, according to University of North Carolina […]