Solutions for Growing Your Wealth

Without Increasing Your Top Line

Accelerate wealth creation for you and your family without having to earn an extra cent.

Poor Tax Advice May Be Costing You $100,000s Every Year

Unlock the ethical tax strategies proven to build your wealth faster (or your money back).

Business Owners: Don't Lose 35% of Your Exit to Taxes

You’ve built a business and now you’re ready to reap the rewards of your hard work - and set aside cash for reinvestment.

But if you don’t have the right strategies, tools, and products in place, the vast majority of your business sale revenue will be swallowed up by taxes.

With 20+ years of experience in tax mitigation, we’ll put strategies in place to ensure your business sale works for you - not for the government.

Doctors: You Don't Need to Burn Out to Reach Retirement

Though well-intentioned, tax preparers struggle to stay updated with the intricacies of the ever-changing 1700-page federal tax code. Stuck in old patterns and outdated ways of thinking, they end up repeatedly applying the same tax strategies - without ever stopping the leaks.

There’s a different way.

Imagine having your own system, created by experienced tax strategists, to proactively reduce your tax before you start earning. Plug the leaks and watch your finances flow.

Attorneys: Increase the Value of Your Fees

Reduce your taxes, defer your income, and borrow against your legal fees

  • Single owner PI firms have irregular income - so they recognize too much income and pay higher taxes. Reduce your tax liability by managing this in the right way.

  • High volume firms struggle to manage their taxable income. Pay less taxes by choosing to defer your large fees and live off your small fees with more flexibility.

  • Mass-Tort firms struggle with long waits for fees. Deferral programs increase the value of your fees by using pre-tax, tax-deferred investing and lowering your borrowing costs.

Investors: Pay Less or Eliminate Your Capital Gains Tax

We can help you rescue your broken exchanges.

For every transaction, or group of transactions, get the most tax efficient way of carrying out the exchange or sale of your real estate.

With strategies lifted straight from the tax code, you’ll keep more of the income and value from those transactions.

Ready to Ethically Reduce Your Tax Burden?

338 South Rosemead Blvd. Pasadena, CA 91107

Office: (626) 844-1190

Fax: (626) 844-1195

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