Ira Koyner
President
Triathlon Partners LLC
o
475-241-4417
c
203-970-1063
Learn more by visiting: www.triathlonpartners.com
Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform and rigidity. His clients have the access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield.
Ira Koyner named his firm Triathlon Partners LLC. As financial goals are not achieved overnight nor quickly. Like the eponymous competition, the endeavor requires preparation, discipline and endurance. The journey is accomplished at your pace and victory is an intangible metric.
He graduated with a B.S. in Economics from The Wharton School of Business at The University of Pennsylvania. He has lived in Weston CT for twenty years, with his beautiful wife, three amazing children and loyal English bulldog, Butter.
Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what choice do we have other than a property exchange directed by a Qualified Intermediary? Is there another way to deal with the capital gains taxes that so many investors experience when they sell their assets? The answer may lie in the Deferred Sales Trust.
For a FREE tax savings analysis, please complete the form below. A member of Estate Planning Team will contact you to discuss the results and answer any questions you may have.
Request for Analysis
Upon completion of this questionnaire, Estate Planning Team will analyze the information and will follow up with you to discuss potential next steps. We’ll be happy to provide a free illustration that clarifies the tax-deferral benefits that the Deferred Sales Trust can provide for your specific transaction.
Estate Planning Team is committed to protecting your privacy and will never share your information with anyone except those directly involved in preparing your personal tax-saving illustration. Thank you for giving us the opportunity to help you defer capital gains. If you have any questions at all, please don’t hesitate to call us. We’re always here to help.
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