Designed for High-Impact Clients
Our strategies are designed to provide value to those who make more than $500K/year and are tailored for sophisticated taxpayers who want to reduce their tax burden while creating meaningful charitable impact.
High-Income Earners
W-2 Employees & Executives
Benefits
- •Offset high W-2 income with substantial deductions
- •Reduce effective tax rates from 37% to as low as 20%
- •Create charitable legacy while preserving wealth
- •Strategies for stock options and RSU income
Typical Requirements
- ✓Annual income over $500,000
- ✓Accredited investor status
- ✓Desire for philanthropic impact
50%
Potential Tax Reduction
Qualified clients often achieve six-figure annual tax savings while supporting meaningful causes.
Business Owners
Pass-Through Entities & Corporations
Benefits
- •Reduce pass-through entity tax burdens
- •Offset business sale proceeds
- •Create tax-efficient exit strategies
- •Support causes aligned with business values
Typical Requirements
- ✓Business income over $1M annually
- ✓S-Corp, LLC, or Partnership structure
- ✓Planning for liquidity events
50%
Potential Tax Reduction
Qualified clients often achieve six-figure annual tax savings while supporting meaningful causes.
Investors
Capital Gains & Portfolio Income
Benefits
- •Offset capital gains from investments
- •Align giving with portfolio strategy
- •Create tax-efficient wealth transfer
- •Maximize charitable impact
Typical Requirements
- ✓Significant investment portfolio
- ✓Regular capital gains events
- ✓Accredited investor status
50%
Potential Tax Reduction
Qualified clients often achieve six-figure annual tax savings while supporting meaningful causes.
Advisors & Partners
CPAs, RIAs & Attorneys
Benefits
- •Add value for high-net-worth clients
- •Generate additional practice revenue
- •Access compliance-first strategies
- •White-label partnership opportunities
Typical Requirements
- ✓Active professional practice
- ✓High-net-worth client base
- ✓Commitment to compliance
50%
Potential Tax Reduction
Qualified clients often achieve six-figure annual tax savings while supporting meaningful causes.
Do You Qualify?
Our strategies are designed for accredited investors who meet specific income and net worth requirements.
Accredited Investor Criteria
To participate in our advanced strategies, you must meet at least one of the following:
- ✓Individual income exceeding $200,000 (or $300,000 with spouse) in each of the prior two years
- ✓Net worth exceeding $1 million, excluding primary residence
- ✓Certain professional certifications, designations, or credentials
Take the First Step
Our Tax Impact Assessment will help determine if you qualify and estimate your potential savings.