Enhance Your Practice by Offering Zero Tax Planning!

Zero Tax Planning is a simple but powerful concept that can transform your practice and bring clarity, vision, simplicity and meaning to your clients. If you are a professional adviser, you can attend our Zero Tax Institute and learn to replicate our success in helping clients direct tax savings to family and favorite charities. Click in the lower right corner below to learn more.

Why Zero Tax Planning?
  • Make compelling marketing presentations
  • Open more big cases
  • Exploit significant revenue opportunities
  • Direct millions to charities and receive new client referrals from charities
  • Gain competitive advantage
  • Learn from advisers who earn top 1% income by incorporating Zero Tax Planning into their practices
Is Zero Tax Planning appropriate for your practice?
  • Do you want to attract more clients with net worths of $1 million and much higher?
  • Do you want to be perceived as more than a product or transaction person?
  • Do you want to position yourself as a trusted adviser bringing visionary leadership?
  • Do you want to be more of a catalyst for positive change in the lives of your clients and the community?

If you answered yes to these questions, please explore our website and contact us to learn more about how Family Office Services can help you advance your practice.

Please call us at 949-878-9400 to schedule a telephone consultation or click here to send us a request by mail.

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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.