An income tax strategy which eliminates all income taxes on your investment portfolio income.  All taxable income is converted to tax-free cash flow.

BENEFITS:

Zero income tax on all future income

Tax-free access to cash

Very diverse portfolio of investment assets, including alternative investments
Maximum asset protection

Complete privacy

Maximum investment = Unlimited

Minimum investment = $5,000,000

Note: Investment may be made in one lump sum or over 5 years

Am income tax strategy which eliminates all income taxes on your investment portfolio, closely-held operating company interests and any other types of assets and provides complete privacy and world class asset protection.  All taxable income is converted to tax-free cash flow.

BENEFITS:

Zero income tax on all future income

Tax-free access to cash

Any type of assets, including closely-held operating companies

Maximum asset protection

Complete privacy

Maximum investment = Unlimited

Minimum investment = $5,000,000

Note: Investment may be made in one lump sum or over 5 years

An income tax strategy which strategically pairs our Cedarwood strategy with a supercharged charitable lead annuity trust to:  (1) generate a large charitable income tax deduction, (2) eliminate all income taxes on your investment portfolio, closely-held operating company interests and any other types of assets, (3) eliminate all estate taxes, and (4) provide complete privacy and world class asset protection.  All taxable income is converted to tax-free cash flow.

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BENEFITS:

Large income tax deduction at inception

Zero income tax on future income

Zero estate tax

Zero gift tax

Any type of assets, including closely-held operating companies

Maximum asset protection

Complete privacy

Maximum investment = Unlimited

Minimum investment = $5,000,000

Note: CLAT funding must be made in one lump sum.  However, a series of cascading CLATs can be implemented each year