Kevin Bearley
Principal

Kevin Bearley
Lake Loveland

Loveland, CO

6125 Sky Pond Drive
Suite 200
Loveland, CO 80538

Industry Areas

Service Areas

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
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 Interests

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

Recent Insights related to Kevin Bearley

Uncertainty in economics, politics makes estate planning critical

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....

Kevin Bearley Quoted in AgWeb 5 Tax Tips for Spring

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...

Learn From the E-Myth Principle

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...