We specialize in advanced tax mitigation and investment strategies, helping to offset over 1.6B in taxable income just last year. We employ more than 50 strategies, tailoring each to meet the unique needs of HNW and UHNW individuals.
Years of experience and expertise allow our team to go beyond traditional and often less effective approaches. We integrate advanced tax savings, strategic risk assessment and wealth preservation techniques. Our innovative methods have enabled entrepreneurs and others to retain more of their earnings for increased wealth growth and lasting financial legacy creation.
We don't just offer strategies; we engineer solutions for significant and sustainable prosperity using some of our flagship programs detailed below:
- Leveraged Ownership Structure Series (LOSS) - This invitation only program uses a specially designed limited liability company to leverage an individual's capital contribution into a negative K-1 up to 10 times the initial contribution. Due to the unique design of the LLC operations and the effect of special allocations under the tax code, this negative K-1 can be used to offset both ordinary income and long-term capital gains.
- Leveraged Charitable Gifting (LCG) - Individuals may contribute a charitable contribution to a program that purchases innovative medical and technology products at a volume discount. Those products are then donated to a charitable organization at their current market value. This creates a multiplier effect that leverages the charitable donations by 1:5 times the amount of the original donation. For example, a $50,000 charitable contribution provides a $250,000 income offset for up to 50% of an individual's adjusted gross income (AGI).
- Convertible Tax Bonds (CTB) - A specialized and approved Bond may be purchased at a discounted rate of $0.75 on the dollar of an individual's combined state and federal tax liability, with the face value equaling their taxable income. Upon conversion, the bond is canceled and the client becomes a beneficiary of a Grantor Trust holding net operating losses from other entities. As a beneficiary of the trust, the bond holder is allocated their pro rata share of the net operating losses, which offsets the taxable income.
SPECTRUM OF TAX MITIGATION STRATEGIES
ACCUMULATION
IRAs (Traditional, SEP, SIMPLE, etc.)
Qualified Plans
• Defined Contribution (401k, etc.)
• Defined benefit
DB Alternative / §79 ------------------------------------>
Captive Insurance / §831(b) ------------------------->
Structured Ownership Program
Tribal Tax Credits (TTCs) / Convertible Tax Bonds
Buy-Sell / Executive Bonus / Key Person §162
Deferred Compensation & Split Dollar Designs
CHAMP (§125)
Cost Segregation / R&D Credits
Deferred Sales Trust (MIS)
Leveraged Charitable Gifting
Restricted Property Trusts & 1031 Exchanges
ESOPs & Net Unrealized Appreciation
For owners paying $50K - $500K in Taxes
DISTRIBUTION
Roth IRAs / Roth Conversions ----------------------->
Tax Free Municipal Bonds ---------------------------->
RA / RCA -------------------------------------------------->
DB Alternative / §79 ------------------------------------>
Captive Insurance --------------------------------------->
Premium Finance --------------------------------------->
Anyone with $250k+ in Qualified Assets
Anyone with $25+ annual disposable income
WEALTH TRANSFER / LEGACY
Roth IRA
Tax Free Municipal Bonds
RCA / RA
DB Alternative / §79
Captive Insurance
Premium Finance
SPIA > GUL
Charitable Gifting
• CRUTs, CRATs, CLATs
• FLP / FF / SO
ILIT / SIUL
Anyone with 10M+ Projected Net Worth
Anyone desiring to leave a legacy
This material is for educational purposes only and does not constitute tax, legal, financial or accounting advice. Nor is it a solicitation or offer for an investment, product or service. Seek professional advice prior to making any tax, investment, legal or financial decisions.