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.

Principals
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.

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The Zero Tax Planning Institute equips advisers to replicate the success that we have in our retail practice. We show you how to develop successful seminars, attract attendees, schedule meetings with prospects, and engage new clients. We also show you how to charge fees, prepare client deliverables, implement plans, and fund trusts with investments and insurance.

 

Zero Tax Planning is a program of Family Office Services, Inc.

Contact Us | 695 Town Center, Suite 700 | Costa Mesa, CA 92626
Phone: 800-447-7090 | Fax: 866-447-7090 | © Tim Voorhees, JD, MBA, 1996-2016
Zero Tax Planning is a simple but powerful concept that integrates well-established non-charitable tools (such as insurance, LLCs, low-interest notes, and irrevocable trusts) with common charitable tools (such as gift annuities, charitable remainder trusts, charitable lead trusts, private foundations, pooled income funds, etc.) to help clients reduce taxes while increasing potential benefits for family and favorite charities. Most clients can zero-out estate, gift and GST taxes through the appropriate leveraging of standard estate and gift tax exemptions. Other charitable and business income tax strategies can be used to zero-out taxes on capital gains income and/or the portion of their income not needed for lifestyle expenses. It is not difficult to zero-out taxes simply by giving wealth to charity. Amazing opportunities arise, however, when the tax benefits of statutory charitable tools are combined with the tax benefits of non-charitable instruments described in the Internal Revenue Code. Family Office Law LLP ("FOL") attorneys and their affiliates do not recommend strategies that lack substantial legal authority.