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The Tax Code Loves Philanthropists

The Tax Code Loves Philanthropists

Discover why private foundations are popular among the ultra-wealthy and how entrepreneurs and investors can benefit from starting one. ...more

Private foundations

June 26, 20248 min read

20 Benefits of Starting a Foundation

20 Benefits of Starting a Foundation

Explore 20 unique ways to protect assets, preserve wealth, and lower taxes by starting a family foundation. Join our free workshop to learn more from experts. ...more

Private foundations

June 26, 20242 min read

How to Start a Non-Profit Organization

How to Start a Non-Profit Organization

Learn how to start and grow a nonprofit organization with our 10-step process. ...more

Private foundations

June 26, 20242 min read

Double Bottom Line

Double Bottom Line

Discover how business owners can thrive by creating a nonprofit organization, aligning profits with purpose through strategic philanthropy, and leveraging tax benefits. ...more

Private foundations

June 26, 20245 min read

The ART of Estate Planning

The ART of Estate Planning

Discover how entrepreneurs and investors can protect assets, reduce taxes, and preserve wealth using wills, trusts, and foundations with expert estate planning. ...more

Wills and Trusts ,Private foundations Advanced Tax Strategies &Asset Protection

June 26, 20245 min read

The Entrepreneur's Law and Tax Playbook:  How To Leverage Different Legal Entities For Asset Protection And Tax Reduction

The Entrepreneur's Law and Tax Playbook: How To Leverage Different Legal Entities For Asset Protection And Tax Reduction

Master asset protection and tax reduction with expert strategies on legal entities. Learn to leverage LLCs, trusts, and private foundations for financial security. ...more

Private foundations ,Asset Protection

June 26, 20244 min read

The Law is Changing, It's Time to Act!

The Law is Changing, It's Time to Act!

Entrepreneurs and investors, act now to establish a private foundation before the Tax Cuts and Jobs Act sunsets. ...more

Wills and Trusts ,Private foundations &Advanced Tax Strategies

June 26, 20245 min read

Empowering Clients and Building Legacies

Empowering Clients and Building Legacies

Learn why financial advisors and insurance agents should recommend private foundations to clients. ...more

Wills and Trusts ,Private foundations

June 26, 20248 min read

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IMPORTANT: LEGAL DISCLAIMER

The information contained on this page does not constitute legal, tax, of financial advice and is strictly for educational and entertainment purposes only. Please consult an attorney or advisor in your area to get a second opinion on legal matters. We are a consulting firm that houses attorneys, accountants, and other licensed professionals who who execute strategies for our clients. No attorney-client relationship is formed by scheduling a call, filling out forms, attending workshops, participating in the Hotline, or by sending us an email.