7 Tax Secrets Normally Reserved For Private VIP Clients Paying $10K+ Per Year

Discover the types of elite-level tax strategies hidden inside — no fluff, just profit-boosting tactics you can’t afford to ignore:

• How to reroute personal expenses through the business legally — like a health reimbursement plan or company-leased vehicle — for maximum write-offs.

• The income stacking tactics that shift your effective tax rate from the high 30s down to the low-to-mid 20s.

• Retirement plans that aren’t “cookie-cutter” — like cash-balance or defined-benefit plans customized to shelter six-figure sums annually.

• Real estate structures that anyone can adopt, even non-landlords — unlocking deductions via cost segregation, rental carve-outs, and passive loss strategies.

• How capital gains can be your secret weapon: restructure compensations, leverage QSBS, and save enough to pay yourself for years

• Tax credits nobody uses — R&D, energy, philanthropic vehicles — stacked and repeated year after year.

These aren’t generic tax tips.

These are the $10K private consultation moves we use to save clients hundreds of thousands.