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Allied Adviser Program Benefits Tim
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CRT Dave
Focus Your Unique Purpose Tim
Generating More Referrals Tim
Getting other advisers on board.
Effective collaboration.
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Getting paid for your wisdom Dave
Giving clients the good, better, best engagement choices Dave
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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.

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.