Partner With Our Team of Trusted Professionals
For over 30 years, we've built a strategic team of professionals who are leaders in their fields. We believe that effective planning requires both collaboration and deep expertise, which is why our team includes seasoned specialists in each key area of tax and wealth planning.
We don't start with a product—we start with you: your needs, your goals, and your unique challenges. From there, we craft a strategy that truly fits.
Reducing Income Tax for Business Owners
Not everyone is suited to launching and managing a business. It demands courage, risk-taking ability, hard work, personal growth, and the capacity to assemble a team of professional advisors and manage employees effectively.
That's why our "Business Owner Benefit Plan", also known as The Restricted Property Trust, is highly favored among successful business owners. It lowers taxes, channels funds into an owner-exclusive plan shielded from creditors, reduces future tax liability by accumulating tax-free assets, and offers financial security.
Capital Gains Tax Deferral
Whether you're exploring a 1031 Exchange, working with our Qualified Intermediary, or considering a Delaware Statutory Trust (DST), we bring the right experts to the table. We've cultivated strategic alliances with leading DST providers to ensure you the most suitable options.
Additionally, we specialize in the "other" DST — the Deferred Sales Trust (DST), a robust tax deferral solution with distinct advantages. Sellers appreciate its flexibility across investment types, payment terms, and timing, coupled with transparency, risk mitigation through diversification, and strong earnings potential. Legitimate tax planning hinges on deferral, leverage, and timing, all of which the "other" DST excels in providing.
Whatever your goals, we'll help you design the best strategy and execute it with precision.
Bob W., San Francisco, CA
I was introduced to Ben Levine and Noble Wealth Solutions by my CPA in 2012, and working with him has been a game-changer for my business and financial future. As a business owner, I was looking for tax-efficient strategies to maximize retirement income while maintaining financial protection. Ben introduced me to the Restricted Property Trust, and I was immediately impressed by his deep knowledge and ability to tailor the solution to my needs.
The process was seamless—Ben and his team have guided me every step of the way, ensuring I fully understand how this strategy provides significant tax savings while giving me control over participation. Thanks to his insights, I have a powerful plan in place that not only reduced my tax burden but also built long-term wealth that I am utilizing now to finish some important projects.
I highly recommend Ben to any business owner looking for innovative financial solutions. His knowledge, professionalism, and dedication to his clients truly set him apart!
Craig S. Szabo, CA
I have been collaborating with Ben Levine and Noble Wealth Solutions for over 20 years, and not only has he been an invaluable resource for my clients, but I am also a client myself. As a CPA, my priority is to help business owners minimize taxes, grow their retirement savings, and ensure financial protection for their businesses and families. Ben’s expertise and innovative strategies—especially the Restricted Property Trust—have provided my clients with powerful solutions that achieve these goals.
Ben has a deep understanding of tax-efficient planning, and his ability to tailor solutions to each client’s unique needs has made a significant impact. Time and time again, he has helped my clients reduce their tax burden, build long-term wealth, and implement financial protection that give them peace of mind.
I highly recommend Ben to any business owner looking for a knowledgeable and trusted advisor. His professionalism, strategic approach, and dedication to his clients make him a true leader in his field.
Marisha C., Westlake Village, CA
Ben Levine is one of those rare professionals who can not only be counted on to provide innovative and creative solutions but who can also effectively communicate those solutions in ways that are easy to understand-which is no small feat when insurance and taxes are involved! Ben has worked with a number of my clients to craft options that create financial security and a legacy for their loved ones, and he consistently provides outcomes that exceed expectations.
Dr. David B.,
Westlake Village, CA
Ben Levine helped me secure affordable life insurance when I was 69 years old. Fortunately, Ben is a delight to work with. He is a calm, patient advocate and extremely knowledgeable, which benefited me with preferred and affordable life insurance. I travel a lot and at times think what if...I rest easy knowing my family will not be burdened financially by my sudden life absence. Thank you, Ben, for the peace of mind.