EFC is a boutique consultancy dedicated to building and preserving family wealth and legacy for generations. We offer unique approaches to eliminate, defer, and reduce taxes for ultra high-net-worth families, individuals, business owners and family offices.
EPIC Financial Consulting, Inc. brings a new dimension of tax-efficient
planning for three different taxable events.
Our team of experts consults with high-net-worth clients and their tax advisors to
achieve unparalleled tax efficiency.
We have utilized playbooks from the fields of tax analysis, estate planning, philanthropy, and corporate law to develop a unique and creative process to structure assets for tax efficiency and protection. We recognize that no major decision is made in a vacuum, but rather in concert with one’s family and one’s trusted advisors.
Thus, we work in conjunction with our client’s tax and legal advisors and with their existing planning to provide guidance; we will not execute any engagement agreement, nor will we accept payment of service fees without the collective consensus of each member of our client’s inner circle.
Track Record: Our proprietary methodology has been developed, tested, and proven for over 20 years with more than 300 high-net-worth families.
Sale of Appreciated Real Estate Assets (EPIC 1031 ALTERNATIVE™)
Sale of Appreciated Non-Real Estate Assets
(EPIC TAX ALTERNATIVE™ & EPIC PORTFOLIO TAX MANAGEMENT PLAN™)
Minimum Transaction Size: Anticipated Taxes Exceed $3 Million
Typical Transaction Involves Sale of $10 – $500 Million Taxable Gain
Helping you preserve family wealth and legacy for generations.
Founder and President
For over 35 years, Reg has advised high net worth families with a focus on innovative approaches to his “twin pillars of wealth accumulation”: minimizing taxes and increasing yield without increasing risk.
Following his degree in Economics and economic development studies in Africa, Reg spent several years in the Middle East prior to starting his career in the ‘financial advice business’ in 1978. He has written and spoken widely on his approach to planning.
In 2001, he and his wife, Gina Ross, created an operating foundation, International Trauma-Healing Institute, focused on PTSD and trauma in Israel. An adventurer by nature, he crossed the Sahara at 19, has visited over 100 countries, and is a fan of world music. Reg sculpts, paints, plays jazz piano and trumpet and has 6 grandchildren within a mile of his home in Hancock Park.
Dennis specializes in a unique consulting practice for ultra-high-net-worth families involving retreats and family discussions around issues of aligning wealth and values: i.e., what is most important to the family members, what impact wealth will have on them and on the community, and how to develop the next generation to become responsible stewards of the family’s wealth and philanthropic legacy. This is not ‘financial planning’ or ‘estate planning’ in any conventional sense but rather deeply personal, value driven conversations to bring meaning, purpose, and unity to the family.
After national CPA firm experience, Dennis founded and managed one of California’s largest independent Accounting and Professional Service firms before selling it to a public company, so he has personally experienced the life-changing liquidity event.
He brings over forty years of strategic guidance to business owners, high wealth families, and celebrities in financial matters, tax minimization strategies and estate planning for reality-based ‘retirement’ & legacy protection. His background includes an MBA in Finance from Northwestern University, Certificates of specialty in Business Appraisal, Family Business Management, Estate Planning and Mediation.
Dennis also serves as Director for private and public companies and philanthropic organizations involving Domestic Violence, Cybersecurity, and International Trauma; has published and lectured extensively in management and financial arenas to business & professional groups and university classes; and served in executive officer roles for companies & projects including consumer products and real estate. He also sculpts, has a published poetry book, and is a rock band musician.
Ken is our outside tax attorney and serves as a resource to help your tax advisors understand and advise you regarding planning strategies. He brings 45 years of legal experience to our team and, when not helping EPIC clients, currently works mostly with owners of income property. His strategies have saved hundreds of millions in taxes for his clients.
Ken earned his J.D. from USC, where he was also an NCAA All American in swimming. Ken publishes regularly on tax and estate planning topics and is a frequent lecturer on estate planning, income, estate and property tax issues. Ken holds the coveted “AV Preeminent” rating from Martindale-Hubbell and a perfect “10 out of 10” rating from legal website AVVO.
Ken grew up in Los Angeles and always wanted to stay there. He is an avid reader who wishes he had more time for travel. He was honored with a Man of the Year award by the City of Hope in the 80s, and currently serves on the Advisory Board of the Simms-Mann UCLA Center for Integrative Oncology.
Vice President
Evan brings experience to EPIC for both buyers and sellers of businesses and other transactions. He joined our team to focus on tax efficiency structures for mergers and acquisitions, real estate transactions, and arts and entertainment.
Prior to joining EPIC, Evan worked with Skyview Capital, a private equity firm in Century City, focused on the acquisition of corporate carve-outs and private businesses globally across multiple industries.
Earlier in his career, he held various positions in management, business development and marketing with tech start-ups, an operations consulting firm and a Fortune 500 medical technology company.
Evan received his B.A. from Kalamazoo College and completed the General Course at The London School of Economics and Political Science (LSE). In his free time, he enjoys photography, music and travel, and he has a passion for various charitable causes and consulting with unique and disruptive businesses.
I have known Reg for over 30 years and recommend him without hesitation. He is the consummate professional, and he and his team are creative, reliable, and excellent to work with. The EPIC 1031 ALTERNATIVE™ for sellers of real estate and the EPIC TAX ALTERNATIVE™ for sellers of middle market companies are truly unique, and I have recommended both plans to my clients.
I was very pleased with the work that Reg and EPIC did for me. In addition to being very knowledgeable and working effectively with my other tax advisors to complete the planning, Reg is a very warm and personable guy who is great to work with. I can recommend Reg and his team without reservation.
Before selling my company, I engaged Reg and the EPIC team to implement the EPIC TAX ALTERNATIVE™. It was a complicated transaction, and I was very pleased with the expertise, the execution, and the results. I appreciated that they worked with my existing tax advisors and integrated their strategy into my pre-existing plan. I highly recommend them to anyone selling their company.
I engaged Reg and the EPIC team to assist in the planning and use of the EPIC 1031 ALTERNATIVE™ on a large development project. They were great to work with and worked seamlessly with my existing advisors. I highly recommend them for anyone looking for innovative solutions and sophisticated planning.
I introduced Reg and the EPIC Team to a client selling a highly appreciated property who was looking for an alternative to the traditional 1031 Exchange. My client and his tax advisors reviewed the plan and implemented it. I was pleased with the work EPIC did, and my client was ecstatic to find an alternative with the benefits offered by the EPIC 1031 ALTERNATIVE™.
Our firm engaged Reg and the EPIC team to execute the EPIC 1031 ALTERNATIVE™ and were very pleased and impressed with their expertise, execution and follow through. I highly recommend their services.
