Resources & FAQs

Knowledge at Your Fingertips

Everything you need to understand our strategies, verify your eligibility, and make informed decisions about your tax planning.

Advanced Tax Strategy White Paper

Dive deep into our advanced tax strategies. This comprehensive white paper explains our charitable giving frameworks, including legal foundations, IRS compliance, valuation methodology, and implementation details.

  • Complete strategy overview
  • IRS compliance framework
  • Case studies and examples
Request White Paper

Frequently Asked Questions

Get answers to common questions about our strategies and process.

Accredited Investor Checklist

To participate in certain strategies, you must qualify as an accredited investor. Check if you meet ANY of the following criteria:

Annual income exceeding $200,000 (or $300,000 with spouse)
Net worth over $1 million (excluding primary residence)
Hold Series 7, 65, or 82 licenses
Director, executive officer, or general partner of the issuer
Entity with assets exceeding $5 million
Family office with assets under management exceeding $5 million
Entity where all equity owners are accredited investors

Note: These criteria are set by the SEC and are subject to change. Our team will verify your accredited status as part of the qualification process.

Verify Your Status

Additional Resources

Tax Strategy Guide

Overview of advanced tax planning strategies for high-income earners.

Coming Soon

Compliance Checklist

Essential documentation and compliance requirements for tax strategies.

Coming Soon

IRS Resources

Links to relevant IRS publications and guidance on charitable giving.

View Resources

Have More Questions?

Our team is here to help you understand how our strategies can work for your specific situation.

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