Asset Protection, Risk Reduction, And Tax Mitigation

With Wills, Trusts, And Foundations.

Why Clients Choose Us?

We Go Beyond The Law, Partnering With Our Clients And Helping Them Connect The Dots Between Law, Tax, Finance, And Philanthropy.

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Large Network of Professionals

We have just over 5,000 law, tax, and finance professionals in our network to help with diverse goals

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Highly Experienced Team of Experts

We have helped tens of thousands of people solve diverse law and tax problems over the past two decades

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Customized and Tailored Approach

Our tailored approach has protected billions in dollars worth of assets for our clients and partners

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Charitable Minded Approach

We incorporate philanthropy in most of our undertakings and have inspired clients to donate tens of millions

Align Law, Tax, And Finance Strategies

At our core, we help our clients integrate the "mini family office" approach - a the concept that every household can make sophisticated wealth management decisions similar to those of a traditional family office, but on a smaller scale.

Family offices are private entities that handle the wealth and investments of affluent families (usually those with assets of $50 million or more), aiming to grow and transfer wealth across generations.

We assist our clients, who have portfolios ranging from $2 million to $30 million, in creating their own "mini family office", by helping them align their legal, tax, finance, and philanthropic strategies and structures.

Here are the services we offer in a nutshell

These strategies can be offered in a piecemeal format to solve a specific problem or implemented as a comprehensive set of solutions that are executed over a longer time-frame

Here are the legal strategies that we offer:

  • Estate restructuring services:

    • Business filing & setup: INC, LLC, and nonprofits

    • Basic estate planning: wills and revocable trusts

    • Strategic gifting with irrevocable trusts

    • Strategic donations with private foundations

    • Estate size reduction & smooth transfer of wealth

    • Multi-generational wealth preservation

    • Business succession strategies

Here are the tax strategies that we offer:

  • Multi-faceted tax planning strategies:

    • Lowering taxable income (AGI) and income taxes

    • Lowering or avoiding capital gains taxes

    • Lowering or avoiding gift taxes during your life

    • Lowering or avoiding estate taxes on death

    • Lowering or avoiding inheritance tax (if applicable)

    • Lowering or avoiding probate costs and publicity

    • Exit planning strategies: before and after liquidation

Here are the types of clients that we serve:

  • High W2 Income earners: $400K+ in AGI per year

  • Business owners with $500K+ in AGI per year

  • Individuals paying $100K+ in taxes annually

  • Individuals facing $100K+ in capital gains taxes

  • Individuals ready to contribute more to charity

  • Individuals looking to "control wealth without ownership"

  • Individuals looking for generational wealth preservation

  • Trusts and foundations looking for legal & tax support

  • Corporations looking to integrate strategic philanthropy

  • Investors looking for 1031-exchange alternatives

  • Professionals: Lawyers, doctors, realtors, and consultants

Here are the goals we help clients accomplish:

  • Asset protection from creditors and lawsuits

  • Personal risk and liability reduction from all sides

  • Tax-savvy control and ownership of assets

  • Asset transfer and retitling with different entities

  • Protection of wealth from spendthrift heirs

  • Preservation of wealth by creating checks & balances

  • Controlling wealth without the burden of ownership

  • Legal and tax compliance for trusts and foundations

  • Education, consulting, support, and mentorship

  • Creation and drafting of required documents

  • Registering and filing of entities and tax documents

  • Annual law and tax filing services for your entities

The Tax Laws Are Changing On January 1, 2026: Act Now!

Here are some important statistics that provide insights into WHY we focus on helping business owners, investors, and professionals leverage "strategic gifting and donating" strategies, similar to those leveraged by billionaires and the ultra-rich.

Prepare for a 50% drop in gifting limits

Gift taxes apply to "gifts" given to another person or trust. An individual can gift up to $13.6 million over their lifetime before incurring gift taxes.

After death, this tax is called an estate tax. On January 1, 2026, the limit will drop by 50% to roughly $6.8 million per individual (double for married couples). Gifts exceeding this new limit may be taxed up to 40%.

Our mission is to help Americans and their families protect and preserve their wealth by strategically leveraging gifts and donations to mitigate these tax changes.

Prepare for the increase in tax rates

Many individuals concentrate on reducing income tax and capital gains taxes, often overlooking the need to plan for the reduction or avoidance of multiple layers of federal and state taxes related to the transfer of wealth.

These "wealth transfer taxes" encompass federal estate taxes, federal gift taxes, state inheritance taxes, and state probate costs, which can reach up to 40% at the highest level. We assist our clients in identifying, planning, and minimizing income and capital gains taxes, as well as estate, gift, inheritance, trust/estate, and probate costs.

Lower Taxes With Gifts & Donations

The Tax Code incentivizes people to "gift," "invest," "donate," and "circulate" their wealth rather than hoarding it until death. This is why wealth transferred after death through an estate is taxed at the highest levels.

We strategically identify assets that can be "gifted" to individuals or irrevocable trusts, or donated to a private foundation. This approach removes these assets from your estate, lowers estate taxation, and significantly reduces the "transfer taxes" that could dilute your wealth.

Most Americans are not prepared

Whether you are planning to sell your business, primary home, investment real estate, cryptocurrency, publicly held stock, mutual funds, private shares, art, collectibles, luxury cars, or any other appreciated assets that may trigger capital gains taxes, we can assist you.

By utilizing a variety of legal, tax, financial, and philanthropic investing strategies and structures (such as trusts and foundations), we help our clients strategically lower or avoid income and capital gains taxes, as well as recaptured depreciation, which can be substantial.

Additionally, we calculate the potential savings on "wealth transfer taxes" by implementing the appropriate legal and tax strategies.

Create a Mini Family Office™

Most individuals managing businesses or portfolios do so in a disorganized way, lacking coordination among their legal, tax, financial, and philanthropic strategies. This often results in unnecessary stress and taxes.

We assist individuals in developing a Mini Family Office™, where all their advisors work together in a coordinated and synchronized manner, ensuring decisions are thoroughly evaluated through multiple strategic lenses. This approach enhances their portfolio, reduces taxes, and provides clarity in their overall legal and tax strategy.

A Family Of Contributors

Incorporating philanthropic trusts and foundations provides enduring benefits, allowing your heirs to nurture and grow the seeds you've planted.

By employing family members in the foundation and passing on your knowledge in law, tax, entrepreneurship, investments, charitable work, and wealth management, you ensure your financial and charitable legacy lasts for generations. This approach helps you transcend the inevitabilities of "death and taxes.

Featured Insights

Enhance your estate planning, tax mitigation, and wealth transfer knowledge

How to Start a Non-Profit Organization

How to Start a Non-Profit Organization

June 26, 20242 min read

A 10 Step Process To Help You Start and Grow Your Organization


Press Play to Watch This Short Video

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1. Create a Mission Statement:

Define your nonprofit's core purpose, ensuring it aligns with IRS 501(c)(3) requirements, such as charitable, religious, or educational objectives. A clear mission statement will guide your organization's activities and help in grant applications.

2. Select a Compliant Name:

Choose a name that accurately describes your organization and complies with state and IRS naming guidelines. Check for restrictions, such as required terms like "organization" or "foundation" in some states.

3. Conduct Name Research:

Ensure your chosen name is not already in use by checking various databases, including Google, the Trademark database, and state business registries. This step helps avoid potential legal issues and brand confusion.

4. File Incorporation:

Register your nonprofit with your state's Secretary of State by submitting the necessary incorporation documents. Research state-specific requirements and processing times to ensure compliance.

5. Select a Registered Agent:

Choose someone to handle official correspondence, especially if you're incorporating in a different state. The registered agent must have a physical address in the state of incorporation and be available during business hours.

6. File IRS Form 1023:

Apply for tax-exempt status using the appropriate form (1023 or 1023-EZ). The streamlined 1023-EZ is suitable for smaller organizations, while the full 1023 is for larger or more complex nonprofits. Ensure you meet all IRS eligibility criteria.

7. Draft Bylaws:

Create governing documents outlining your nonprofit's operational procedures, including board member roles, voting rights, and decision-making processes. Bylaws provide a framework for consistent and transparent governance.

8. Create a Business Plan:

Develop a comprehensive plan detailing your nonprofit's activities, funding strategies, target audience, and long-term goals. A robust business plan demonstrates your organization's viability and helps attract donors and partners.

9. Build a Website and Branding:

Establish an online presence with essential pages like About Us, Programs, Resources, and Contact. A professional website enhances your credibility and provides a platform for outreach and engagement.

10. Apply for Grants:

Seek funding through government, foundation, and corporate grants to support your mission. Research grant opportunities that align with your organization's objectives and prepare detailed proposals to increase your chances of success.

By following these steps systematically, you can ensure a smoother process in establishing your nonprofit organization. Good luck on your philanthropic journey!


ATTEND A FREE WORKSHOP:

We invite you to attend a free workshop where we discuss the above strategies in more depth and provide you with an opportunity to speak with our attorneys and tax professionals who operate in the world of foundations, day-in and day-out.

Register for a free workshop
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A Message From Our Founder

A Multi-Million Dollar Bankruptcy Inspired Me To Pursue Law & Tax!

At 18, I launched a bakery that grew into a multi-million dollar company. But the 2005 recession hit hard, and by 22, I had lost everything. The banks withdrew their support, my business collapsed, and my personal savings were wiped out when they "pierced the corporate veil."

This devastating loss became the driving force behind my transformation. I traded my apron for law books, determined to master the legal landscape and protect future dreams - both mine and yours. It wasn't just about surviving; it was about making sure no one else would face the same vulnerability I did.

I practiced Bankruptcy, Tax, and Asset Restructuring Law for first decade and helped thousands of people lower their debts while protecting their assets using a combination of legal entities. Over the past decade, I've integrated this indepth knowledge about asset restructuring to solve more comprehensive legal and tax problems that involved multi-generational wealth preservation. That's when we discovered the power of integrating philanthropic investing and strategic giving to traditional legal and tax concepts.

The combination of law, tax, finance, and philanthropy using trusts and foundations offers the perfect blend of asset protection, wealth maximization, family empowerment, and humanitarian contribution: the way billionaires and wealthy families utilize, control, and experience wealth - generation after generation. That's what we're on are on a mission to accomplish for our own families, in addition to the clients that we serve.

Now, two decades later, we have created a nationwide network of over 5,000 professionals involved in the areas of law, tax, investing, finance, and philanthropy. We create "mini family offices," building strong defenses around people's futures.

Every strategy I've learned, every legal loophole I've uncovered, is here to help you succeed - Because your success is personal to me. I invite you to join our journey in maximizing our wealth, while giving back and contributing millions of dollars to charitable and humanitarian causes. Society needs us - purpose-driven, charitable-minded, entrepreneurs & investors who are not afraid to use their wealth to improve the lives of those around them.

I look forward to speaking with you.

To Health, Wealth, Family, Happiness, Contribution, and Beyond,

Sid Peddinti, Esq.

Here's a recent TEDx Talk where I share the power of aligning profit & purpose to encourage more people to become philanthropic.

Here's a recent article I published in Forbes about how to use Private Foundations to transform into a purpose-driven philanthropist

Master The Art Of Strategic Gifting & Donating With Trusts & Foundations

Schedule A Free Estate Protection & Tax Calculation Workshop To Learn How To Control And Transfer Assets In The Most Effective And Economical Manner

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Law and Tax Consulting, LLC.

IMPORTANT: LEGAL DISCLAIMER

The information contained on this page does not constitute legal, tax, of financial advice and is strictly for educational and entertainment purposes only. Please consult an attorney or advisor in your area to get a second opinion on legal matters. We are a consulting firm that houses attorneys, accountants, and other licensed professionals who who execute strategies for our clients. No attorney-client relationship is formed by scheduling a call, filling out forms, attending workshops, participating in the Hotline, or by sending us an email.