Tax Strategies
Save, protect, and grow wealth on day 1.
Most tax savings are missed because of lack of understanding of laws, statutes and structures that could be implemented, not because of lack of effort on the part of a CPA. Our stated mission is to make an impact for you, on day 1.
PHASE #1: STRATEGY CREATION PHASE
Your own dedicated relationship manager will give white-glove service through this phase.
5-Factor Assessment™
(done w/ dedicated relationship manager)
To start we explore the 5 factors that can present problems for investors, leaders and high net worth individuals and what your exposure might be in these 5 areas.
Entity Diagram™ & Entity Method™
(done w/ dedicated relationship manager)
The industry leading diagram gives a 360° view of all of your entities and the relationships between each. Our easy method for managing entity data and the documents that surround those entities, will make your life much easier. This is the most critical step in the journey.
Tax Estimator & Tax Diagram™
To prepare for strategy work, we do your tax estimator for the next tax cycle before spending any time and money on strategy work. This is a calculator but also a visualization and comparison tool where we can model out how to help you get more liquidity.
Strategy Makeover™ w/ Know Guarantee™
(done by tax / asset strategy team)
The asset & tax strategy team becomes deployed in all your assets and businesses. All our strategy work comes with a Know Guarantee™ which means after our strategy work is done, you will know with 100% certainty how to reduce tax and protect your wealth, guaranteed.
Multiple Method™
(done w/ dedicated relationship manager)
After receiving your Strategy Makeover™, we will use our proprietary model to help you set your exact path to grow your net worth over the next 30 days. We will have covered: (1) tax reduction & increased asset protection, (2) increased ROI on invested capital, and (3) an overall larger asset base in your estate.
PHASE #2: PLAN EXECUTION PHASE
Your custom plan from the strategy team may include these items.
STANDARD CPA ELEMENTS (options)
These features of the execution phase are the simplest but worth considering.
1202 QSBS
Unlock massive tax savings with Section 1202 QSBS, allowing founders and investors to exclude up to 100% of their capital gains from federal taxes upon selling qualified startup stock.
Augusta Rule
The Augusta Rule allows homeowners to rent out their primary residence tax-free for up to 14 days per year, making it a highly lucrative tax strategy for business owners hosting meetings or events at home.
S Corp Election
An S corp election lets certain businesses pass income and losses directly to owners for tax purposes while avoiding double taxation issues.
Health Savings Account
A Health Savings Account (HSA) gives you a powerful triple-tax advantage—allowing you to save, invest, and withdraw money completely tax-free for qualified medical expenses.
Separate Staffing Co.
The November 30 year-end of the staffing company’s fiscal year allows owners to move profitability, pay out bonuses, or manage intercompany management fees out of the staffing company and into a calendar-year parent entity or individual return. The primary mechanism here is tax deferral to the next calendar year.
FamMan Company
A family management company acts as your household's dedicated internal operations team, centralizing your finances, administration, and assets so your family enterprise runs smoothly and efficiently.
Home Office Deduction
If you use a dedicated space in your home regularly and exclusively for your business, the IRS Home Office Deduction lets self-employed entrepreneurs write off a portion of their rent, utilities, and other operating costs.
Kids on Payroll
Hire your kids, teach them the value of hard work, and legally shift income to lower your family tax bill.
Dependent Care Credit
A nonrefundable federal tax credit that allows working individuals or couples to offset a percentage of their out-of-pocket child or dependent care expenses.
R.E.P.S.
Real Estate Professional Status is an IRS tax designation that allows qualifying individuals who materially participate in property trades to treat rental real estate losses as non-passive, enabling those paper losses to offset active income like W-2 wages.
Startup Business Deduction
Deduct up to $5,000 in start-up costs and $5,000 in organizational costs in the first year or you can create a new business that becomes a vendor you expense things to (with a November year-end).
Backdoor & Mega Backdoor Roth Conversions
A backdoor Roth conversion contributes money to a traditional IRA and immediately converts it to a Roth IRA. The future growth is tax-free. You'll owe tax on conversion gains, but this allows high earners to fund Roth accounts despite income limits. The Mega Backdoor Roth extends this concept: if your 401(k) plan allows it, you can make large after-tax contributions and convert to a Roth.
SE Insurance
Self-employed (SE) health insurance is a tax strategy that allows eligible business owners to deduct 100% of their medical, dental, and long-term care insurance premiums as an "above-the-line" adjustment to income.
Prepay Future Expenses
Prepaying future expenses allows cash-basis taxpayers to accelerate deductions into the current tax year, reducing their immediate taxable income, provided the expenses qualify under the IRS 12-month rule.
ENTITY ELEMENTS (options)
These features of the execution phase ensure speed, success and ease.
Unlimited 50-State Entity Setup
You can request any entity type in all 50 states with just a few clicks, as much as your heart desires.
50-State Registered Agent Services
Added registered agent when you set up entities in any US jurisdiction. Anonymous entity formations are available as well.
Global Entity Setup
You can set up (with just a few clicks) entities in many foreign jurisdictions including: Puerto Rico, British Virgin Islands, Belize, Nevis, Cayman Islands, Cook Islands etc. These entities may be part of your advanced tax structures plan.
Meeting Minutes, Resolutions & Agendas
Our meeting document creation feature allows you to stay ahead of compliance and stay away from veil piercing possibilities due to things you forgot to document. The system intelligently reminds you if you haven’t done meeting documentation.
To Do Automation
Our robust automation feature allows you to stay ahead of the things you might forget. The system intelligently figures out things you forgot to do or still need to be done.
Teach Me Library
Our library is an easy way to stay in touch with what is required for your entity types and the library includes various categories to serve as tips for you - this is very curated and simple reading to be able to just know.
Robust Reports™ & Robust Alerts™
Our robust reporting & alerting feature allows you to stay ahead of the issues that arise from having multiple different entities set up as part of your estate.
PROFIT & EQUITY LEVERS (options)
We will allow you to scale your empire and leave you more profitable than ever.
Estate Method™
Estate Method is a complete series of documents that you can execute (a full estate plan) in just a few clicks. Your entire estate plan done correctly is just clicks away.
LLC Method™
LLC Method is a complete series of documents that you can legally formalize (any type of LLC) in just a few clicks. Your entire LLC docs, set up correctly, is just clicks away. This product works with the Checkbook IRA structure as well.
INC Method™
INC Method is a complete series of documents that you can legally formalize (any type of corporation) in just a few clicks. Your entire company, set up correctly - clicks away. This product works with the ROBS structure as well.
Real Estate Deductions
Short-term rental strategy, buying a home, and a variety of other real estate strategies can serve as a strategy before year-end to increase deductions.
Exit Method™
A tax attorney will build you your own constitutional law affidavit for the IRS (for US taxpayers) and all legal documents to remove you from the grasp of the IRS income tax system.
Association Formation
‘Association formation and docs’ is a complete series of documents that you can legally formalize your association in just a few clicks.
UCC-1 Protection
Ideal for (non) real estate assets and non-real property assets, the UCC package with a master credit agreement allows you to file a UCC (lien) against assets you would like to be in first position on or protect.
IP Holding Company Structure
Build your own private structure to license all your ideas and intellectual property, leaving your statutory entities virtually broke while your IP company keeps the profits.
RETIREMENT PLAN FIXES (options)
Let’s fix your retirement plans you have and the investments you made.
529 Method™
A 529 plan is a state-sponsored, tax-advantaged account designed to help families save for education.
ESA Method™
A Coverdell Education Savings Account (ESA) is a tax-advantaged investment tool that allows families to grow up to $2,000 annually per child completely tax-free, covering qualified expenses from kindergarten through college.
ROBS Method™
ROBS Method is a complete series of documents so you can execute a compliant ROBS structure, a C Corp startup owned by your retirement plan.
Checkbook IRA Method™
Checkbook IRA Method is a complete series of documents so you can execute a compliant Checkbook IRA LLC structure.
ADVANCED TAX STRUCTURES
To protect hard assets from anyone who wants to come after you, we go advanced.
Section 170 Deductions
A leveraged charitable deduction is a tax strategy where a donor amplifies their tax write-off well beyond their actual cash or asset outlay—often achieving 4x to 6x the value of their initial investment.
Cost Segregation Studies
Get your own cost segregation study for each of your qualifying real estate projects. Each study is flat rate priced and each is delivered on the exact date it is quoted in the quoting tool.
R&D Credits
The Research and Development (R&D) Tax Credit is a dollar-for-dollar reduction of tax liability for U.S. companies that invest in technological innovation, process improvement, or software development.
508 Method™
‘508 Method’ is a complete series of 508(c)(1)(a) association documents that you can execute within the platform. 508 ministry is complex and requires ongoing compliance work to ensure that your 508 stays on top of what is expected.
PPLI Method™
If your estate has cash in excess of $2M or more and you have assets that might appreciate over time, we can build your own private placement life insurance policies which will allow for tax-advantaged growth of your asset portfolio inside a policy.
Charitable Lead Trust
Getting the assets inside of your PPLI policy is challenging but with a Charitable Lead Trust, it is possible to do and to do well. All legal documents to execute your Charitable Lead Trust are within the platform.
Charitable Remainder Trust
Defer and avoid capital gains taxes on highly appreciated assets while securing a tax deduction. Because a CRT is a tax-exempt entity, it allows donors to convert illiquid, highly appreciated property into a diversified, income-producing stream the principal to upfront taxation.
Delaware Statutory Trust
Real estate investors defer capital gains taxes by qualifying as a "like-kind" replacement property for a 1031 exchange. Under IRS 2004-86, a properly structured DST is classified as a "grantor trust" for federal tax.
Exit Trust
Build your own 453 or Exit Trust structure to defer the tax on any exit of any highly appreciated asset and all documents needed to execute your 453 within the platform.
Land Trust Conveyance
Build your own land trust using the most trusted tool, the Land Trust. The trustee(s) information is what is public, not yours. Ownership transfers to your heirs upon death, avoiding probate. Transfer property and get protection from liens.
Bridge Method
Trust formation in the US that activates as a failover to a foreign jurisdiction such as: Nevis, Belize or the Cook Islands when needed. This is one option that enables us to set up the fortress for you and the other is below.
Foreign Protection Plan
‘Foreign Protection Plan’ is a complete series of asset protection plan documents that you can execute (a full irrevocable trust / structure) in powerful overseas jurisdictions.
Captive Insurance IRS Section 831(b)
Forming a captive insurance company allows you to underwrite your own tailored coverage. By doing so, your business can turn premium expenses into an auxiliary revenue stream, capture tax efficiencies, and directly profit from your own positive underwriting results.
VEBA Method™
Build your VEBA (Voluntary Employees' Beneficiary Association) irrevocable trust where an employer-funded, tax-exempt trust is used to pay for eligible medical expenses and insurance for employees. Contributions made by the employer, any interest or investment earnings used for qualified medical expenses are 100% tax-free.
All legal documents provided by Attorneys. SWITCH is not a law firm and does not engage clients in legal work in any way, but rather facilitates legal transactions for Attorneys through its unique platform.
The information herein does not constitute an offer to sell securities. Such offerings are subject to disclosure and the private placement memorandum before an offer can be made. You must be an accredited investor to participate in any offerings on the platform mentioned above.
Free consultation, up to 60 minutes
Find out which strategies apply to you.
Bring one return. Leave the call knowing what we would change, what it saves and what it costs. Consults and quotes are free.