Tax Law Crash Course

We Teach Business Owners, Investors, And Professionals How To Leverage Different Legal Entities And Tax Concepts To Lower Taxes Legally And Ethically On Several Different Fronts

Gain A Robust Understanding Of Tax Laws And How Different Legal Entities Can Be Leveraged For Different Goals

Income tax reduction

The general rule is that all income is taxable unless it falls under an exception. You'll learn various income tax reduction rules and strategies that allow you to lower your total taxable income and even explore practical strategies that can be used to redirect otherwise taxable income towards other areas of your life, such as business ventures, investments, gifts, insurance policies, and charitable donations.

Capital gains tax reduction

You will also learn various startegies that can reduce, and in some cases, even eliminate capital gains taxes due on the sale of an asset, whether that is real estate, stock, business shares, mutual fund, crypto, or intangible assets as well. Discover how different legal entities, such as trusts and foundations, can be leveraged strategically to lower capital gains taxes and even recaptured depreciation in the case of real estate.

Probate & Inheritance tax reduction

You will get to learn how probate works and how structuring entities like trusts and foundations can be effective legal tools to avoid or lower the cost, delay, and impact of probate proceedings. You'll also learn strategies to avoid or lower inheritance tax, where due. This is a complex body of tax law that requires a detailed understanding of estate and nonprofit structures, and ties in with the concepts of estate and gift taxes, discussed below.

Estate and gift tax reduction

Perhaps the most overlooked and misunderstood area of the tax code, yet the most important one for individuals who are worth upwards of $6 million - estate and gift tax strategies will determine what portion of your total estate will be diluted by taxes.

You will learn how estate and gift tax limits and exclusion limits work and how they can different legal entities can be leveraged strategically to lower the amount of gift or estate tax due when transferring the assets to your heirs. This topic is especially important for those individuals who will have a total net worth of over $6 million dollars, in 2026 - estate and gift taxes at 40% at the highest level.

Leveraging legal entities

All the above-mentioned taxes are imposed at different stages and timeframes, some are imposed every year, some are imposed when a sale happens, and some are imposed when you die.

You will get to understand how different entities, such as incorporations, LLCs, partnerships, revocable trusts, irrevocable trusts, wills, nonprofits, and private foundations can be leveraged to categorically lower different layers of taxes. This component equips you with the knowledge to start leveraging different legal entities in a legally compliant and tax-savvy manner.

Real-life Applications

The goals of learning how different tax concepts work and how different legal entities can be leveraged strategically is to be able to make day-to-day decisions in a much more organized, calculated, well-researched, and confident manner. Here are some of the day-to-day decisions that the training program is designed to help you evaluate and execute with more precision:

Business ownership: How to structure the business, tax elections to choose, evaluating pass-through taxation and pass-through risks.
Distribution of assets to heirs: Evaluating tax rates and whether you should distribute assets to them now versus after your death
Insurance: Which entities to use, how to structure them, lowering risks and taxes, ownership of policies, and transfer of different policies
Real estate: How to hold, control, trade, sell, and pass-on real estate in a highly tax-efficient manner while lowering liability as well
Stock and investments: How to hold and sell stock, mutual funds, crypto, and other assets in a tax-efficient manner
Vehicles, art, collectibles: How to use different entities to lower the risks of owning and controlling a variety of assets
Charitable investing: Learn how to leverage nonprofits and foundations to lower taxes, bypass probate, avoid estate taxes, grow a tax-exempt portfolio of assets, and create meaningful impact.