Contact Us

We'd love to hear from you, and look forward to responding to your email.

660 G. St., Suite D
Jacksonville, OR 97530
United States

541.842.8430

Ashland Pacific prides itself on the ability to customize financial solutions to best fit the needs of our clients.  Regardless of your situation, we will work with you to provide a truly unique approach to Shepherding Your Wealth.

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CPA & Attorney

CPA & Attorney

Ashland Pacific prefers to work in conjunction with each client’s CPA and Attorney to provide customized tax-friendly solutions and comprehensive plans for individuals, families, businesses and estates.

It is important to have the client’s CPA and Attorney involved to properly set-up an integrated solution. Faced with an ever‐increasing complexity in today’s environment, Ashland Pacific’s collaborative team approach attempts to deliver the most efficient and beneficial solutions possible.

Examples of successful collaboration include:

  1. Working on a business succession plan for a family owned business.
  2. Generating additional passive income generators (PIGs) or Passive activity losses (PALs) to help improve tax efficiency.
  3. Incorporating sophisticated life insurance strategies to help manage the transfer of a large and illiquid estate.

If your firm is wrestling with a unique client problem, please contact us for assistance – we would love to help.

 

This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named representative nor the named Broker Dealer or Investment Advisor offers tax or legal advice.

 

Ashland Pacific is a branch office of DFPG Investments, Inc. Securities and Investment Advisory Services offered through DFPG Investments, Inc. Member FINRA/SIPC.