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Allied Adviser Program Benefits Tim
Channel Member Program Benefits Tim
CRT Dave
Focus Your Unique Purpose Tim
Generating More Referrals Tim
Getting other advisers on board.
Effective collaboration.		 Dave
Getting paid for your wisdom Dave
Giving clients the good, better, best engagement choices Dave
GRAT Dave
Herding Cats. Negotiating consensus among advisers. Dave
How to Charge Fees Tim
Income tax savings strategies Dave
Qualified Personal Residence Trust Tim
SLAT Dave
Sometimes you just need a killer Strategy to talk about Dave
Steps to Implementing a Zero Tax Plan. Dave
Super CLAT Dave
Testamentary Charitable Lead Trust Tim
The Administration Cornerstone Tim
The Five Best Elevator Speeches Tim
The Four Cornerstones of a Successful Practice Tim
The Marketing Cornerstone Resources Tim
The Training Cornerstone Tim
Top 10 zero tax planning strategies you need to know Dave
Trust Owned Life Insurance Reviews Tim
Value Proposition Letters Tim
Virtual Adviser Program Benefits Tim
Zero Tax Planning Institute : Turnkey Solutions! Tim
 
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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.

info@ZeroTaxPlan.com |18831 Von Karman | Suite 150 | Irvine, CA 92612
Phone: 800-447-7090 | Fax: 866-447-7090 | © Tim Voorhees, JD, MBA, 1996-2011
Family Office Services, Inc. ("FOS") and its affiliates do not promote strategies that lack substantial legal authority. All strategies included in this program are already widely known and generally accepted by the legal community. Zero tax planning is achieved by use of well known philanthropic strategies such as revocable bequests, charitable remainder trusts, charitable lead trusts, etc. FOS does not provide advice regarding these strategies but develops training materials in conjunction with an affiliated law firm and affiliated Registered Investment Adviser. Legal and investment advice is given only according to terms of retainers with these entities. Nothing in FOS materials is a recommendation or solicitation to buy or sell any securities. U.S. Treasury Circular 230 requires that this firm advise you that any tax advice is not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.