About Us

Overview
Tim Voorhees and Dave Holaday have built successful retail practices serving many of America's 8 million millionaires. They receive hundreds of phone calls and emails from advisers who want to replicate their success. The Zero Tax Planning Institute is designed to equip other advisers to replicate success experienced by Tim and Dave.

History
Tim and Dave joined forces in 1994 to develop software to integrate charitable and non-charitable tools. They licensed the software to dozens of legal, accounting, and financial planning firms while building a service bureau that planned hundreds of cases for high net worth clients. As the software has been moved onto the web, Tim and Dave have been able to scale operations and help all types of advisers benefit from their technology.

Vision
Tim and Dave share excitement about helping clients plan for the transfer of $40 to $132 trillion of wealth transferring from the older generations to younger generations. The government may tax 50% or more of this wealth unless clients use properly integrated charitable and non-charitable tools to move wealth to family and favorite charities. Tim and Dave have stream-lined the process for helping advisers engage clients and implement wealth transfer plans profitably. Along the way, Tim and Dave delight in helping affiliated advisers direct billions of dollars of tax savings to worthwhile causes.

Values
Tim and Dave believe in uniting teams of advisers to serve the client most effectively.

Tim Voorhees, JD, MBA One of the nation’s leading authorities on wealth planning for affluent families, Tim consistently earns highest audience ratings as a frequent speaker and trainer at professional meetings and events for local, regional, and national groups of affluent families, philanthropic officers, and wealth advisers – including accountants, attorneys, investment advisers, and insurance professionals.

David Holaday, ChFC With a national reputation for developing unique and comprehensive solutions for complex family situations, Dave assists professional advisers to design, analyze and illustrate zero tax plans. He often helps to facilitate effective collaboration among the client’s existing tax, legal, insurance, and investment advisers.