Without 1031 exchanges, offshore accounts, gray area accounting, complex life insurance policies, or buying “assets” that you don’t need.
Continue Reading To See If You Qualify
Do you think the ultra wealthy lay down and hand over a majority of their hard-earned cash to a government that spends like a crazed drug addicted lunatic?
Of course not.
Do you think when the ultra wealthy finally sell their companies or a highly appreciated asset they willingly just hand over decades of their hard-work as a cap gain?
Of course not.
No, they understand how it works and use the tax code to their advantage.
If they don’t have to do it, why should you?
You know who writes the laws that make up the tax code, right?
Yes, you guessed it … the ultra wealthy…. and inside of the tax codes lies all sorts of tax reduction laws, rules, codes, and downright legal “loopholes”.
The truth of the matter is that the wealthiest families that you know don’t play by the same rules as everyone else.
No, not at all.
They don’t hand over 40% – 50% of their net profits each year nor do they, at the end of a long and profitable run, shave 20% off the top of the entirety of their appreciation.
The wealthy actually keep their money, control it, invest it, and most importantly compound it.
That’s how the wealthy stay wealthy.
This is why all of the newly minted tech billionaires of Silicon Valley are aware of the “single most powerful tax strategy in existence” and 99% of CPA firms and accountants have never even heard of it!
We’re all technically playing the same game but some of us are playing with a different set of rules.
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So, what is this strategy?
✅ Most CPA firms, wealth advisors, accountants, or “tax strategists” have never heard of this strategy, never-mind have the tools or resources to execute it (it’s complex but all of the research, lobbying, structuring, and legwork has already been done for you)
✅ It’s actually a well-known “secret” amongst America’s wealthiest families (they’re all doing it — it’s not a secret at all)
✅ It’s not a complex life insurance policy (after the commissions and fees you are probably better off just paying the tax)
✅ It’s not a charitable trust (you retain control & suffer none of the restrictions)
✅ It’s not a 1031 exchange (even though that’s a solid strategy, that’s basically “child’s play” to the real elite)
✅ It does not involved taking all of your saved cash and investing it into some abstract tax-advantaged investment that hopefully works out (in many circumstances you don’t even have to touch your dry powder)
✅ This strategy is the only one you’ll need for now (once you understand it, you’ll be able to compound tax-free for generations)
✅ This strategy allows you to single dip, double dip, and even triple dip (it’s basically rocket fuel for your wealth building)
✅ Until now it was impossible to pull off without a complex family office infrastructure or at least $100M net worth (now, it’s accessible but still not for everyone)
✅ and much more that we don’t talk about publicly
“And thanks to a high level tax strategy, Peter Thiel’s fortune is far more vast than even experts in tallying the wealth of the rich believed. In 2019, Forbes put Thiel’s total net worth at just $2.3 billion. That was less than half of what his Roth IRA alone was worth.”
– ProPublica.org
So, What's The Catch?
Listen, this is not a secret. Nearly every newly minted Silicon Valley Billionaire as well as America’s traditional wealthiest families are currently using this exact strategy.
We still don’t want unqualified CPA firms, tax strategists, rouge advisors, or financial planners to try to copy this as it could be misunderstood in the wrong hands.
It involves an experienced team of specialized lawyers, wealth advisors, CPA’s, appraisers, and strategists. Which is not something that you’ll find at your local firm.
It’s not for everyone but if you are a high income earner and have a large upcoming capital gain, you may be qualified.
If you’re not a good fit (most people are not), we’ll let you know. There’s many strategies out there for you but this one may not be it.
If you are qualified, this can be the most transformational phone call in the story of your family fortune.
Once you qualify, you’ll get on a call with our team and we’ll explain the entire strategy and walk you through the benefits and structure.
Many of our clients are UHNW but we also understand that some people are in the beginning stages of their wealth building process (with this strategy, you’ll be there shortly!) and treat everyone the same.
Once you understand the strategy, we will gladly discuss with your CFO, lawyers, wealth advisors, and anyone else on your team that you want to involve.
If you believe you qualify and want to learn about this strategy, click the button below:
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1512 Eureka Rd.
Roseville, CA 95661
Call us: (415) 869-8616