Description
1. Structure Your Business for Estate Planning, Tax Strategy, and Asset Protection.
2. Coach You on Leveraging Tax Code Strategies Effectively.
During these 90 days, you will get access to highly specialized content that condenses Edward’s 26 years of experience into just a few hours.
This content is designed not to make you an expert but to equip you with enough understanding so you can provide valuable insights into the strategy behind your own structure.
Throughout these 90 days, you will have a Client Success Advisor who will customize and pace the program for you. During your onboarding call, you will discuss the action items required prior to your one-on-one session with your Strategic Consultant.
Once your structure has been solidified, your Client Success Advisor will put you in direct contact with drafting professionals we have engaged for all our previous advisory clients, ensuring you work with the best of the best. Your CSA will help you prepare all documentation so your attorneys can quickly bring your structure to life.
Once your new entities are created, we will dive into banking, operations, inter-company agreements, tax strategy, and optimization. By the end of the 90 days, not only will you have a rock-solid structure, but you will also be equipped with the strategies and SOPs required to never overpay the IRS again.