AgEdge Financial History
In 2013, following the death of co-owner Mark Oberg’s mother, AEF was founded. The details of the Oberg Family Estate, which included highly appreciated agriculture real estate, put the Oberg family in the position of significant capital gains tax liability. While searching for solutions, Mark Oberg discovered solutions to legally avoid capital gains tax when liquidating assets of any kind without having to implement a 1031 exchange strategy. AgEdge Financial has aligned itself in a business partnership with a 30 year old firm specializing in tax avoidance transactions utilizing competent legal counsel and experienced accounting firms to ensure the legal liquidation of assets or estate transfer, while eliminating taxes and maximizing asset value. Our unique strategies can be used on assets of all types including real estate, stocks, corporations, and family businesses. References are available to provide witness to the exciting tax relief ideas that are implemented by the AgEdge Financial team.