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.
The Five Factors
Five forces erode wealth. We measure all of them.
Every assessment starts by scoring your exposure across the five factors, in dollars, so you can see what is actually at risk.
Tax
The single largest lifetime expense for most successful families. Left unplanned, it quietly compounds against you every year.
Lawsuits
Operating businesses and appreciated assets attract claims. Ownership structure decides how much of your net worth is reachable.
Divorce
Commingled and unprotected assets get divided. Pre-planned separation of title and control keeps the enterprise intact.
Veil Piercing
Entities only work when they are respected. Governance, capitalisation and documentation are what keep the shield standing.
Death
Estate tax, probate and forced liquidation destroy value at exactly the wrong moment. Protection is quick and part of our process.
Phase 01
5-Factor Phase
Your own dedicated relationship manager gives white-glove service through this phase.
5-Factor Assessment™
with your dedicated relationship manager
To start, we explore the five factors that can present problems for investors, leaders and high net worth individuals, and what your exposure might be in each of those five areas.
Entity Diagram™ & Entity Method™
with your dedicated relationship manager
The industry leading diagram gives a 360° view of all of your entities and the relationships between each. Our method for managing entity data and the documents that surround those entities makes your life much easier. This is the most critical step in the journey.
Tax Diagram™
taxability estimator and visualization
To prepare for strategy work, run your tax estimations for the next tax cycle in just a couple of minutes, before spending any time or money with your CPA. Your CPA and advisors can log in anytime to update information you may not have gotten right in your estimates.
Strategy Makeover™ with the Know Guarantee™
by the tax and asset strategy team
The asset and tax strategy team deploys across all your assets and businesses. All our strategy work carries the Know Guarantee™, which means that after the strategy work is done you will know with 100% certainty how to reduce tax and protect your wealth, guaranteed.
Multiple Method™
with your dedicated relationship manager
After receiving your Strategy Makeover™, we 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 tax reduction and increased asset protection, increased ROI on invested capital, and an overall larger asset base in your estate.
Phase 02
Tax Elimination Phase
Your custom plan from the strategy team may include these items.
Entity Elements
These features of the execution phase ensure speed, success and ease.
Unlimited 50-State Entity Setup
Request any entity type in all 50 states with just a few clicks, as often as you like.
50-State Registered Agent Services
Registered agent service when you set up entities in any US jurisdiction. Anonymous entity formations are available as well.
Global Entity Setup
Set up entities in many foreign jurisdictions including Puerto Rico, the British Virgin Islands, Belize, Nevis, the Cayman Islands and the Cook Islands. These entities may be part of your advanced tax structures plan.
Meeting Minutes, Resolutions & Agendas
Our meeting document creation feature keeps you ahead of compliance and away from veil piercing exposure caused by things you forgot to document. The system reminds you when documentation should be updated.
To Do Automation
Our automation feature keeps you ahead of the things you might forget. The system works out what you have missed and what still needs to be done.
Teach Me Library
An easy way to stay in touch with what is required for your entity types, curated into simple categories so you can just know.
Robust Reports™ & Robust Alerts™
Reporting and alerting that keeps you ahead of the issues that arise from running multiple entities inside one estate.
Profit & Equity Levers
We help you scale your empire with a goal of leaving you more profitable than ever.
Estate Method™
A complete series of documents so you can execute a full estate plan in just a few clicks, done correctly.
LLC Method™
A complete series of documents to legally formalize any type of LLC in a few clicks. Works with the Checkbook IRA structure as well.
INC Method™
A complete series of documents to legally formalize any type of corporation in a few clicks. Works with the ROBS structure as well.
Easier Equity™
A tax attorney builds you your own legal affidavit for the IRS (for non-W-2 US taxpayers) along with all legal documents to handle demands from the IRS for payment.
Association Formation
A complete series of documents to legally formalize your association in just a few clicks. Works for both (UA) Unincorporated Associations and (UNA) Unincorporated Nonprofit Associations.
UCC-1 Protection
Ideal for non real estate and non real property assets. The UCC package with a master credit agreement lets you file a lien against assets you want 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 to other operating entities with the goal of protecting the IP from investor disclosure and/or creditor claims.
Cost Segregation Studies
A cost segregation study for each of your qualifying real estate projects. Each study is flat-rate priced and delivered electronically to you.
Tax Attorney Consultations
Your package may include dedicated and periodic tax attorney consultations to reduce potential tax liabilities and increase your after-tax net worth.
Retirement Plan Fixes
Let us help optimize your retirement plan options.
ROBS Method™
A complete series of documents so you can execute a compliant ROBS structure, done correctly, in a few clicks.
Checkbook IRA Method™
A complete series of documents so you can execute a compliant Checkbook IRA LLC structure.
Phase 03
Wealth Multiplication Phase
Your plan can have an advanced nature to it. If so, we execute a third phase. To protect hard assets from anyone who wants to come after you, we go advanced.
508 Method™
A complete series of 508(c)(1)(a) association documents you can execute within the platform. A 508 ministry is complex and requires ongoing compliance work so your 508 stays compliant with the IRS code.
PPLI Method™
If your estate has cash in excess of $2M and assets that may appreciate over time, we can build your own private placement life insurance policies, allowing tax-advantaged growth of your asset portfolio inside a policy.
Charitable Lead Trust
Getting assets inside 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 live 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 lets donors convert illiquid, highly appreciated property into a diversified, income-producing stream without exposing the principal to upfront taxation.
Delaware Statutory Trust
Real estate investors defer capital gains taxes by qualifying a DST interest as like-kind replacement property for a 1031 exchange. Under IRS Rev. Rul. 2004-86, a properly structured DST is classified as a grantor trust for federal tax purposes.
Exit Trust Builder
Build your own 453 or Exit Trust structure to defer the tax on any exit of a highly appreciated asset, with all documents needed to execute your 453 inside the platform.
Land Trust Conveyance
Build your own land trust using the most trusted tool of its kind. The trustee information is what is public, not yours. Ownership transfers to your heirs on death, avoiding probate, and you can transfer property with protection from liens.
Bridge Method
A US trust formation that activates as a failover to a foreign jurisdiction such as Nevis, Belize or the Cook Islands when needed. We set up a back-up plan to protect your trust.
Foreign Protection Plan
A complete series of asset protection plan documents you can execute as a full irrevocable trust or structure in powerful overseas jurisdictions.
VEBA Method™
Build your VEBA (Voluntary Employees' Beneficiary Association) irrevocable trust, an employer-funded, tax-exempt trust used to pay eligible medical expenses and insurance for employees. Contributions are made by the employer, and 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.