1. Are you sure your personal assets are secure from claims arising in your business or investments?

2. Are you operating your personal life with more privacy and anonymity or are you wide exposed?

3. Are your family members, especially partner & kids, from your risk & exposure in your business?

4. Are your assets untouchable & unreachable in a lawsuit or are they up for grabs?

5. Can you trust your beneficiaries to use your wealth wisely or are you leaving it to them to "blow it away"?

6. Are you using legal entities to protect your assets now but have left your estate exposed to multiple tax burdens?

7. Has your insurance agent placed policies in your name but failed to explain that they are a part of your estate?

8. Have you created different trusts but unsure how to use them and how to educate your spouse to take over?

9. Are you exploring income and capital gains tax reduction and want options other than 1031-exchange?

We can go on and on, but you get the point. Every one of these practical, day-to-day scenarios are impacted by several layers of taxes, whether you know about it or not!

Here's the thing - tax reduction is not a one-person job: don't put all the pressure on your accountant to save you taxes in your business, from investments, from earnings, from stock sales, real estate, insurance policies, etc. and also figure out future "death taxes" such as probate, inheritance tax, federal estate tax, gift tax, or trust step up rules.

CPAs are generally "tax historians", reporting on matters that have transpired in the past in a manner that the IRS wants and accepts - and thank God we have them because most of us don't have a clue how to report our taxes. But, has your accountant ever advised you on restructuring your entire legal and tax systems and how to leverage different legal entities to build generational wealth that is building and operating outside the estate? Probably not - they are too busy with making sure you are compliant!

Don't leave it in the hands of your advisors, who have never even spoken to each other, to manage the millions of dollars that you plan to leave to your heirs and beneficiaries - it is 100% your responsibility to learn the law, ask the right questions, and reorganize your legal entities in order to fix holes and close tax "gaps".

This course will equip you with the knowledge to do all those things and find the right individuals who can help you implement these strategies.