THE SYSTEM

The Seven Levers™ of Tax Savings

Each lever targets a different part of your financial life. Eligible clients with $1M+ tax bills who implement our custom strategies based on the Seven Levers™ have saved $400K to $850K+ per year. A Google VP uses just 2 and saved $850,000 annually.

Your savings depend on your circumstances. Past results do not guarantee future outcomes.

Start or Expand a Business

Low: $43K Med: $137K High: $200K

Cheat Sheet Deep Guide Calculator Your Next Step

Invest in Real Estate

Low: $83K Med: $200K High: $356K

Cheat Sheet Deep Guide Calculator Your Next Step

Use Life Insurance Strategically

Low: $50K Med: $150K High: $500K+

Cheat Sheet Deep Guide Calculator Your Next Step

Maximize Retirement Savings

Low: $74K Med: $212K High: $1.1M*

Cheat Sheet Deep Guide Calculator Your Next Step

Plan Your Estate

Low: $50K Med: $200K High: $5.6M*

Cheat Sheet Deep Guide Calculator Your Next Step

Practice Strategic Giving

Low: $25K Med: $222K High: $713K

Cheat Sheet Deep Guide Calculator Your Next Step

Invest Through Private Equity

Low: $25K Med: $2.38M* High: $14.3M*

Cheat Sheet Deep Guide Calculator Your Next Step

★

Equity Centers + Equity Cycling

Bonus lever: amplifies every other lever through tax deductions + borrowing power

Cheat Sheet Your Next Step

* Lever 4 High is lifetime. Levers 5, 7 High are one-time event savings. All other amounts are annual.

See the Full Master View Client Stories

Ready to see which levers apply to you?

One conversation. 30 minutes. We'll map your situation to the Seven Levers and show you the numbers. Free. No obligation.

Book a Free Strategy Call

10X Savings Guarantee: If we can't find 10X your investment in tax savings, you get a full refund.