Over the past two decades, a big chunk of our work has been "fixing" and restructuring legal entities and the assets that they hold because they were set up the wrong way by the advisors and experts who were assisting ONE client in different areas of their financial portfolio but have never coordinated with other experts also working with the same client.

The result of this "gap in communication" surrounding tax structures and the corresponding legal entities:

• Bankruptcies and foreclosures

• Piercing the corporate veil

• Involuntary court liquidation orders

• Business and estate sales and auctions

• Complex probate proceedings

• 40% Estate taxes, 10% probate, 18% inheritance taxes

• A dilution in the "windfalls" that you have attained for your clients

• Family disputes around how wealth should be used

• A legacy diluted by family drama and taxes

I have experienced these horrible events myself - losing millions of dollars in a business bankruptcy, watching my grandfather's legacy diluted by taxes, legal disputes, and even bitter family drama. Hundreds of people go through these events every years and the number of people that are going to leave their assets in the wrong entities and leave their heirs with these unpleasant events in going to increase at unprecedented rates.

We are going through the greatest transfer of wealth as more than 10,000 people turn 65 every single day - and only a small fraction of them have robust tax and legal strategies to preserve their wealth and legacy in place.

We created a community for people to gain access to the knowledge, strategies, expert help, and resources they need to avoid going through these experiences. The solution is to master the tax code - there's no escape from death and taxes - and the tax code contains the legal secrets that wealthy entrepreneurial families like the Rockefellers and Carnegies, and even today's leaders, such as Buffet and Bill Gates, are leveraging to preserve their legacy and diversify the manner in which they redirect their wealth.

We dive deep into the tax concepts and legal entities that your clients can be leveraging to maximize their hard-earned wealth.

For your firm - there is no risk, no additional overhead, or extra staff needed - we have a whole community of professionals to piece together these strategies and solutions and work with your firm to create a more holistic "mini family office" setup that helps your firm transform into a boutique, high-end, mini family office consulting firm.

The goal is to help your clients increase savings through taxes that YOUR FIRM can help them reinvest and manage, whether you offer real estate, insurance, or accounting, or financial advisory services. Help your clients redirect a large portion of "otherwise taxable dollars" into assets that YOUR firm is going to manage. We'll piece together the strategy for those clients who see the value of using these strategies and split a portion of the consulting fees with you, a referral fee.

Invite your client to gain insights into the "tax code" and how different legal entities can be leveraged to attain different goals and objectives. Below are a few slides that provide a glimpse of the different topics that we cover in these free webinars that you can invite clients to attend.

I hope to chat with you real soon and adding more value to your firm and to your clients.

~ Sid Peddinti

BA, BIA, LLB/JD, LLM