Provide your loved ones with the peace of mind and create a lasting legacy. Our estate and tax consulting services make it easy to develop and deploy robust estate and tax strategies that benefit multiple generations.
What We Offer
Our comprehensive estate and tax planning services include the following:
Estate & Tax Planning Strategies
We offer comprehensive estate and tax planning services for individuals and families looking to leverage wills, trusts, and foundations to preserve their legacy.
Impact Investing & Philanthropy
We help entrepreneurs and investors transform into philanthropists by leveraging the power of private foundations: the same strategies used by billionaires and wealthy families.
Joint Ventures & Partnerships
We partner with professionals involved in the world of law, tax, and finance, and help them integrate startegies that can add immense value to their customers and clients.
ThousandsOf Estates Restructured
BillionsIn Assets Protected
Millions Dedicated To Charity
I Went Bankrupt Due To Poor Law & Tax Planning! My Mission Is To Help Others Avoid Legal & Tax Mistakes.
Hello and welcome to Law & Tax Consulting!
I'm Attorney Sidhartha "Sid" Peddinti, the Founder of Law & Tax Consulting. It's a pleasure to meet you!
Twenty years ago, I faced a multi-million dollar bankruptcy. Big banks forced me to shut down my business and liquidated my personal wealth to offset business debts, leaving me with nothing.
The bank's legal team left me with these final words: "Nothing Personal, It's Just Business."
Those words ignited a fire within me and altered the course of my entrepreneurial journey. I embarked on a mission to uncover and implement the legal and tax structures that billionaires use to create and preserve their wealth—structures that shield them from the financial devastation of bankruptcies.
My goal is to identify the systems used by the elite to store and control wealth in a legally protected, financially sound, and tax-efficient manner.
Two decades since my "baptism" into the world of law and tax, my team and I are more dedicated than ever to discovering and applying these strategies.
For us, this is deeply personal—it's not just business.
A Word From Our Clients
Here are what a few of our current clients had to say...
I've gained more clarity on how the law works in the past year working with Law & Tax than I've gained in 25 years of working with other law and CPA firms.
Matthew
It's been hard to replace the level of subject matter expertise that Sid and his team offer around these legal topics. They are true masters!
Jacob
Law and Tax has helped me avoid lawsuits, audits, and mistakes that could have destroyed everything I've built in the past 40 years! They are God sent!
Jennifer
Two Real-Life Cases We Are Working On
Here's a "behind-the-scenes" look at some of the strategies that we are in the midst of formulating and implementing for our clients
Profile: Business Owners And Investors
We are collaborating with the owners of a consulting firm who plan to exit their business within the next two years and reinvest their profits across various asset categories. They prefer to avoid a 1031 exchange in order to diversify their portfolio.
Our focus is on aligning their corporations, wills, revocable trusts, irrevocable trusts, and foundations from a legal standpoint, while also coordinating various tax strategies to address both current and future tax obligations.
Current TAX strategies involve:
- Reducing income and capital gains taxes
- Future tax strategies include developing alternatives that:
- Avoid or lower federal trust and estate taxation
- Probate and legal costs
- Federal gift taxes
- Federal estate taxes
- State inheritance and estate taxes
- New step-up basis rules and changes
We are helping them embrace a Mini Family Office approach, where their business advisory, tax, and finance teams are aligned and operating from the same playbook.
One of their main goals in life is to create a legacy that's deeply rooted in social and humanitarian contribution - their vision is to incorporate the philosophy encouraged by the tax code:
Do Well By Doing Good In The World!
Profile: High-W2 Wage Earners And Investors
We are working with a power couple in their 40s, a lawyer and an engineer, with high AGI, paying six-figures in income taxes annually. They have two children, ages 10 and 14, and several categories of assets and investments.
Their goals include:
- Reducing their annual tax burden
- Increasing their charitable contributions
- Enhancing their insurance coverage
- Creating trust funds for their children
- Diversifying their investment portfolio.
They were referred to us by a joint venture partner, a highly successful investment and insurance advisor who has been working with the couple for a few years.
We are helping them establish a combination of entities, including a limited liability company (LLC), a revocable trust, a pour-over will, an irrevocable life insurance trust (ILIT), an irrevocable trust, and a private foundation.
Each entity serves a distinct purpose, but together they create a cohesive strategy. By restructuring their existing assets (stocks, funds, crypto, and real estate) into LLCs, trusts, and foundations, we reduce their current tax burden by 30% annually, while formulating alternative methods to lower "future taxes and costs" as well.
This approach also provides greater control over their investments, minimizes personal risk, and allows them to utilize gifting laws to establish robust insurance policies for their children.
Don't Wait - It Could Be Too Late!
Our comprehensive team of law, tax, and finance experts make estate and tax law simple and easy-to-understand. Mastering these strategies is essential for anyone looking to create a lasting legacy that can last multiple generations, while protecting your life's work from creditors, legal predators, and greedy litigants who are looking for vulnerable families to prey on! Unfortunately - that's the society we live in.
Learn the law to preserve your wealth and protect your family from all sides!
Estate & Tax Planning
Impact Investing
Law & Tax Training
In my humble opinion, the "ROI" from learning and mastering Estate & Tax Planning strategies is truly "infinite" and "priceless". Imagine avoiding one irrevocable mistake that could have easily ended up costing your family a fortune down the line!
Read our Cases & Codes™ section where we summarize hundreds of cases that provide insights into how silly legal mistakes have cost the inheritors of wealth millions of dollars in taxes and legal costs, which could have been avoided with proactive and prophylactic planning and implementation!
~ Sid Peddinti, Esq.
Make the first move, don't leave it to luck!
Sign Up For A Free Estate Evaluation & Tax Calculation™
We invite you to take a short survey, which we will use to create a detailed Estate and Tax Roadmap that maps out "hidden" and "unexpected" taxes and costs that can be avoided with proper planning.
Did you know there are thousands of cases where the loved ones of "will and trust creators" end up facing upwards of 40% in federal and state taxes when receiving an inheritance - mainly due to poor estate and tax planning!
Don't leave your loved ones to deal with:
- Probate costs: These range from 1-7% of the fair market value (FMV) of your estate
- Legal fees: This can range from 1-5% of the FMV of your estate and needed in probate
- Federal Estate and gift taxes: This is a 40% tax on the excess over the lifetime gifting limits
- State Inheritance tax and/or estate tax: These can range from 1-18% and are imposed in 18 states
Imagine if your loved ones had to deal with these taxes because you (and/or your partner) did not take the time to conduct a thorough evaluation and map out several alternative scenarios to gain more clarity and plan ahead of time?
Well - if that's intentional and you rather leave it to your loved ones to sort it out, no problem - you probably need an online software that offers "simple", "do-it-yourself", "fill-in-the-blanks", "cheapest estate plans on the internet", "no need for an attorney" types of estate plans. Sorry - that's something we absolutely do not offer!
Upcoming Events
Our affiliate courses are designed by experts who have years of experience and proven results in the affiliate marketing industry.
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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.