Built by Experts. Backed by Experience.
Our mission is to help investors navigate complex rollovers with clarity, precision, and confidence.
Unlocking long-term, tax-free growth through proven techniques.
Gabe Hogan - JD LLM, Valuation Expert
Gabe is a valuation and tax strategy specialist with over 15 years of experience helping clients reduce taxes and retain more of their hard-earned money. As the CEO of Palmettos Tax, Gabe brings a unique depth of knowledge in entity structuring, business valuation, tax preparation, and discounted asset transfers.
He’s well-versed in the nuances of asset revaluation, IRS-compliant discounts (like lack of marketability), and how to time conversions for optimal tax impact.
Gabe ensures the valuation side of the Discounted Rollover is rock-solid, compliant, and optimized to reduce your taxable exposure, without compromising future growth potential.
Keith Blackborg - CPA, Wealth Strategist
Keith is a CPA and wealth strategist who has helped hundreds of business owners reach “work optional” in 3-5 years and, when appropriate, set up a family office. He guides a community of self-directed millionaires, with a purpose. His other company, Financial Journey, helps members grow wealth faster, pay less taxes, and enjoy the journey.
Keith, along with a community-based due diligence council, helps identify investments and service providers that support this discounted rollover strategy.
Built by Experts. Backed by Experience.
Our mission is to help investors navigate complex rollovers with clarity, precision, and confidence.
Unlocking long-term, tax-free growth through proven techniques.
Gabe Hogan - JD LLM, Valuation Expert
Gabe is a valuation and tax strategy specialist with over 15 years of experience helping clients reduce taxes and retain more of their hard-earned money. As the CEO of Palmettos Tax, Gabe brings a unique depth of knowledge in entity structuring, business valuation, tax preparation, and discounted asset transfers.
He’s well-versed in the nuances of asset revaluation, IRS-compliant discounts (like lack of marketability), and how to time conversions for optimal tax impact.
Gabe ensures the valuation side of the Discounted Rollover is rock-solid, compliant, and optimized to reduce your taxable exposure, without compromising future growth potential.
Keith Blackborg - CPA, Wealth Strategist
Keith is a CPA and wealth strategist who has helped hundreds of business owners reach “work optional” in 3-5 years and, when appropriate, set up a family office. He guides a community of self-directed millionaires, with a purpose. His other company, Financial Journey, helps members grow wealth faster, pay less taxes, and enjoy the journey.
Keith, along with a community-based due diligence council, helps identify investments and service providers that support this discounted rollover strategy.
Keith and Gabe created this service to make an advanced tax strategy accessible and executable for everyday investors. By combining Keith’s strategic planning lens with Gabe’s technical valuation expertise, they offer a powerful tool for converting retirement funds at deep discounts, legally and effectively.
Whether you’re rolling over a six-figure IRA or planning for long-term tax-free growth, they’ll help you do it with clarity and precision.
Keith and Gabe created this service to make an advanced tax strategy accessible and executable for everyday investors. By combining Keith’s strategic planning lens with Gabe’s technical valuation expertise, they offer a powerful tool for converting retirement funds at deep discounts, legally and effectively.
Whether you’re rolling over a six-figure IRA or planning for long-term tax-free growth, they’ll help you do it with clarity and precision.
FAQs
What makes your approach different from other advisors?
Most advisors focus on generic retirement plans and public market investments. We specialize in advanced, legal tax strategies that are often overlooked, especially those involving Roth conversions, valuation discounts, and private investment structuring.
Do you offer financial planning or investment advice?
We don’t offer ongoing financial planning or portfolio management. Our focus is narrow but deep: designing and executing the Discounted Rollover strategy in collaboration with your existing CPA, financial advisor, or family office.
You can check out Financial Journey for further financial help: https://www.financialjourney.life/
You can also check out Palmettos & Prickly Pears Tax for further financial help: https://www.palmettostax.com/
How do you work with CPAs and other professionals?
We'll coordinate with your tax, legal, or advisory team to ensure the strategy is implemented correctly. That includes valuation review, conversion timing, custodian communication, and documentation for IRS compliance.