The Tax Code Holds The Keys To Your Kingdom.

We Help Our Clients Learn It, Master It, and Implement It To Build Generational Wealth That Empower Many Generations Of Family Members And Funds Social Causes.

Thousands served

Our experienced team of lawyers and tax professionals have worked with thousands of individuals and families with diverse goals.

Millions donated

We have helped our client strategically lower hundreds of millions in taxes while redirecting those towards charitable investments.

Billions protected

We have helped our clients protect billions of dollars worth of business assets, intellectual property, and personal assets.

Strategic Training, Consulting, And Advisory Services

Here are some of the strategic training programs and strategic solutions that we offer to business owners, investors, and high-income earners

Tax Law Crash Course

We invite entrepreneurs, investors, and professionals who truly interested in learning the tax code so they can make highly educated and informed legal and financial decisions to start here.


This is a comprehensive crash course that focuses dives deep into the core concepts behind these layers of taxes and how to lower them legally and strategically: Business taxes, Personal income taxes, Capital gains taxes, Gift tax, Estate tax, Probate costs, Inheritance tax, Trust taxes, Step-up basis rules, and Alternative tax systems: nonprofits and foundations.

In addition, the course explore how different legal entities operate and can be leveraged to protect different assets: limited liability companies, incorporations, partnerships, wills, trusts, nonprofits, and foundations.

The course covers tax law publications, important tax law sections that impact your life, case studies and court rulings that anyone earning, investing, buying, selling, or passing on wealth should know and read - it impact you and your wealth. Learn how the law works and even fill gaps and holes that your advisors may have missed or overlooked.

Estate Planning Services

We offer the following estate planning services:

  1. Business succession planning

  2. Partnerships and FLPs

  3. Incorporations and LLCs

  4. Revocable trusts and wills

  5. Irrevocable and complex trusts

  6. Private foundations and DAFs

  7. An evaluation of your legal, tax, and financial puzzle

Philanthropy: Private Foundations 501c3

We offer a comprehensive set of private foundation strategies that are designed to help entrepreneurs and investors transform into purpose-driven impact investors by integrating a private foundation. We offer the following services for private foundations:

  1. Creation, registration, and formulation of your private foundation

  2. Alignment of private foundation with wills, trusts, and corporations

  3. Annual tax reduction (AGI) by leveraging foundations strategically

  4. Donate assets and cash to remove assets from your estate

  5. Asset liquidation and business exits with the integration of a foundation

  6. Foundation consulting to help your family navigate the investment fund

  7. Help with operations, technology, grants, and donation to charities

Law Firm In A Box™

Law Firm In A Box offers law, tax, and finance professionals a "bolt-on" tax advisory services that they can leverage in their business to:

  1. Integrate and align their services with those offered by other professionals who are also serving the same client in a different capacity

  2. Increase the value of your IP and offerings by offering solutions that solve six, seven, and even eight figure legal and tax obligations ("death taxes")

  3. Increase internal profit margins and profits generated per customer without any additional overhead, marketing spend, or risks with unique tax solutions

  4. The unique ability to tap into existing client lists, old customer databases, and existing communities that are going to purchase estate & tax services from a competitor at one point or another

Practical Case Studies

Profile: Business Owners And Investors.

8+ Figures In Present & Future Tax Savings.

We are collaborating with the owners of a consulting firm who plan to exit their business within the next two years and reinvest their profits across various asset categories.

They prefer to avoid a 1031 exchange in order to diversify their portfolio.

Our focus is on aligning their corporations, wills, revocable trusts, irrevocable trusts, and foundations from a legal standpoint, while also coordinating various tax strategies to address both current and future tax obligations.

Here are a list of tax strategies that we look at:

- Reducing income taxes on the high AGI that they currently face

- Reducing or avoiding capital gains taxes on the business sale

- Avoiding or lowering federal trust and estate taxation

- Avoiding or lowering capital gains on other asset liquidations

- Avoiding or lowering Probate and legal costs

- Avoiding or lowering state inheritance and estate taxes

- Navigating the old vs new step-up basis rules and changes

We are helping them embrace a Mini Family Office™ approach, where their business advisory, tax, and finance teams are aligned and operating from the same playbook.

One of their main goals in life is to create a legacy that's deeply rooted in social and humanitarian contribution - their vision is to incorporate the philosophy encouraged by the tax code: Do Well By Doing Good In The World!

Profile: High-W2 Wage Earners And Investors

7+ Figures In Present & Future Tax Savings

We are working with a power couple in their 40s, a lawyer and an engineer, with high AGI, paying six-figures in income taxes annually. They have two children, ages 10 and 14, and several categories of assets and investments.

Their goals include:

- Reducing their annual tax burden

- Increasing their charitable contributions

- Enhancing their insurance coverage

- Creating trust funds for their children

- Diversifying their investment portfolio

They were referred to us by a joint venture partner, a seasoned Financial and Insurance Advisor at a large investment firm who has been working with the couple for a few years.

We are helping them establish a combination of entities, including a limited liability company (LLC), a revocable trust, a pour-over will, an irrevocable life insurance trust (ILIT), an irrevocable trust, and a private foundation.

Each entity serves a distinct purpose, but together they create a cohesive strategy. By restructuring their existing assets (stocks, funds, crypto, and real estate) into LLCs, trusts, and foundations, we aim to reduce their current tax burden by 30% annually, while formulating alternative methods to lower "future taxes and costs" as well.

This approach also provides greater control over their investments, minimizes personal risk, and allows them to utilize gifting laws to establish robust insurance policies for their children.

Mini Family Office: Strategic JV with a personal injury law firm

Integration with a personal injury law firm

Our Joint Venture Partner:

A personal injury lawyer representing a client with a large settlement ($40+ million).

Challenge:

The client was awarded a significant personal injury settlement, avoiding income tax on the injury portion.

However, punitive damages and emotional suffering awards were still taxable, and without proper planning, the client would have not only faced a large amount of income taxes in the year of the settlement, in addition to facing probate taxes, inheritance taxes, and federal estate or gift taxes which are taxed at 40%.

Solution:

We partnered with the personal injury lawyer to implement our Mini Family Office strategy, aligning legal, tax, and financial approaches.

We established a combination of trusts and private foundations to hold and invest the settlement funds, removing them from the client’s estate.

This not only shielded the punitive and emotional suffering damages from immediate taxation but also ensured that the settlement would not be subject to the 40% estate tax upon the client’s death. In addition, we engaged the client and his family members in the foundation and helped them get crystalize their long-term goals which involved philanthropic and charitable work.

Through the trust and foundation structures, the client was able to:

- Avoid future estate tax on the settlement, preserving more wealth for heirs.

- Protect the punitive damages and emotional suffering awards from additional taxation at the income tax level.

- Put the funds to investment use while maintaining long-term tax benefits.

- Crystalizing the investment plans of the family while getting reinvesting the settlement funds into income-producing assets.

The strategic move allowed the client to secure a tax-efficient future for their settlement, preserving their wealth and creating a lasting legacy, while allowing the personal injury lawyer to increase the value of their offerings, save the client even more money and funds, and help them beat future taxes and legal costs that are sure to arise.

Mini Family Office: Strategic JV with an insurance brokerage

Partnering with an Insurance and Financial Advisory Firm – Tax Mitigation and Estate Planning for High-Income Clients

We strategically integrated our estate and tax planning services with the services offered by an insurance and financial advisory firm that mainly serves entrepreneurs, lawyers, and high-income W2 earners.

Problems addressed:

The firm’s clients, many of whom were high-income earners, faced complex estate and tax planning challenges, including hidden taxes on the assets they hold and control, such as publicly traded stock, retirement accounts, mutual funds, equities and bonds, crypto, and insurance policies.

Without proper structuring, insurance proceeds and other assets would be included in the estate, increasing estate size and tax exposure at the time of the client's death. The firm needed a comprehensive approach to help clients protect their wealth and minimize tax liabilities, particularly for those with significant insurance policies and estate concerns - especially in light of the upcoming changes to the estate and tax laws in 2026.

Solutions offered:

We partnered with the firm to introduce our Mini Family Office strategy, providing in-depth training on estate and tax planning concepts. Through this collaboration, we:

- Introduced the Tax Iceberg Model: We helped the firm and their clients understand "hidden taxes," including estate, income, and inheritance taxes that can impact high-net-worth individuals.

- Structured Insurance Policies: We provided strategic guidance on structuring life insurance policies to ensure they were placed outside the estate, preventing the proceeds from being included in estate calculations and thus avoiding estate tax exposure.

- Estate and Tax Planning Training: We trained the firm’s advisors on essential estate planning techniques, including the use of trusts, private foundations, and tax-efficient structures, empowering them to offer high-value solutions to their clients.

Outcome:

By integrating our Mini Family Office model, the insurance and financial advisory firm saw substantial benefits for both their advisors and their clients:

- Reduced Estate Size: Properly structured insurance policies were moved outside the estate, eliminating the inclusion of proceeds in estate tax calculations.

- Tax Efficiency: Clients were able to avoid hidden taxes and significantly reduce their estate and inheritance tax liabilities.

- Increased Client Confidence: Advisors were equipped with new tools and knowledge to confidently guide clients through complex estate and tax planning decisions, strengthening client relationships.

- Expanded Service Offering: The firm now offers comprehensive estate planning services, enhancing their value to high-income clients and attracting new business.

This partnership empowered the firm to provide sophisticated estate planning and tax-saving strategies to high-net-worth individuals, ensuring long-term financial security and tax efficiency for their clients.

Upcoming Events

Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.

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


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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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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.