Free tax and legal structuring workshops to equip individuals with essential knowledge and strategies, helping them avoid costly mistakes and fix legal and tax gaps that could threaten their hard-earned success.
Our Mission: Help Advisors & Their Clients Operate From ONE Playbook
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
TAX LAW
We cover several different concepts that dive into the nuances of the tax code and how different layers of taxes are going to impact every dollar that you have earned and generated.
Learn how the law works to make more sound financial and legal decisions in your business and personal life.
LEGAL ENTITIES
Discover how different legal and estate planning entities operate and how you can use them to reduce your estate size, lower personal risks, and lower immediate and future tax obligations.
The goal is to help you spot gaps in your existing legal entities or areas where you are exposed so you can leverage a combination of entities to fix leaks and gain more tax breaks.
Learn from case studies and court cases
There is no better way to learn the law than to actually read case studies and sections of the code. You will learn how to read different tax code, how to read the right case studies, what tests and logical analysis the court will use in a lawsuits, and how to avoid mistakes that can erode your wealth.
There is no point in setting up all sorts of complex legal entities if you do not understand how the law operates and how those entities are going to be taxed later down the line.
Help your clients gain access to these structures which you can manage for them
It's a win-win: the bottom-line is redirecting otherwise taxable dollars by piecing together a robust law and tax roadmap that also increases the amount that you are able to help them strategically invest.
Same client - several different entities, by redirecting otherwise taxable dollars through the use of different legal entities - all done legally, ethically, and backed by research and case studies.
TAX LAW CRASH COURSE
Here is a pre-recorded sample of the live workshop and webinar covering tax law, legal entities, and the practical strategies that you and your clients could be leveraging.
Schedule a call to discuss the details of these strategies and to explore how we can invite some of your clients to these workshops...
Law and Tax Foundation is a nonprofit organization that conducts and published legal and tax research. We are not a law firm, accounting firm, financial advisory firm, family office, or a consulting firm. Any information, content, and services provided are strictly educational and informational in nature and do not constitute legal or tax advice. The law changes constantly and information found on our website could be outdated based on the publication date. Please consult an attorney or CPA in your area for any specific legal or tax related services or help. No attorney-client relationship is formed by participating in any workshops, or by communicating with us.