Become A Philanthropist™

Live & Interactive Workshop

Learn How To Have It All...

Asset protection. Lifelong Tax mitigation, Death tax avoidance, Wealth preservation, Tax-Exempt Asset Growth, Structured giving, Family philanthropy, Impact, Enhanced Goodwill, A Boost In Credibility, A First-Mover Advantage, and Even Estate Protection...

WHILE Empowering Your Family And Society At The Same Time.

BECOME A PHILANTHROPIST...

Fuse Profit And Purpose.

Are you an entrepreneur, investor, professional, C-suite executive, or high-income earner who wants to give back to society, have a deeper impact in the world, and unlock tax breaks that last for the rest of your life - and beyond?

Are you tired of writing six or seven-figure checks to the IRS and hate watching it being spent on things that you do not support? You are not alone!

Have you ever wondered if there was a way to choose which causes or social projects your tax dollars should be spent on or invested in? Again - you are NOT alone.

Did you know that the tax code allows you to legally and ethically redirect “a portion of your income, assets, or gains” into projects that are more purposeful, personal, meaningful, or resonate with you?

Since 1917, the tax code has granted taxpayers the right to do all the above by leveraging the Charitable Tax Deduction Section of the Tax Code and donate towards:

  • Education

  • Art and culture

  • Research and innovation

  • Faith-based and charitable work

  • Environmental and social progress

  • Fighting sex trafficking and child slavery

  • Pet rescue missions or funding shelters

  • Medical research to end cancer, AIDS, Parkinson's, or other diseases

  • Or a nonprofit cause that you and your family care about

If the above resonates with you - you are in the right place. This is what we do - help people and corporations unlock the true value of their dollars by embracing philanthropy - just like the billionaires.

Imagine This:

✅ Unlocking seven layers of tax benefits — reducing income tax, capital gains tax, gift tax, estate tax, inheritance tax, generation-skipping tax, and even probate costs and delays.

✅ Doing it all in one strategic move — while legally retaining control over your cash, your assets, and how they are managed, invested, donated, and passed down from generation to generation.

✅ Using the exact same strategies that wealthy families and billionaires have quietly mastered for centuries (not just decades).

This is about using your time, talent, and treasure strategically to empower, uplift, and strengthen your family and society at the same time - while unlocking MASSIVE tax, estate, business, and reputational benefits.

Why This Matters To You And Your Family

Philanthropic entities are among the most versatile and strategic tools in the tax code. They can be aligned with:

  • Business growth, succession, IP protection, and exit planning strategies

  • Estate and tax planning strategies

  • Asset management and holding strategies

  • Wealth preservation and generational transfer strategies

The Tax Breaks?

For the private foundation:

  • Reduce your tax bill by 30% every year when you donate cash

  • Reduce your tax bill by 20% when you donate assets

  • Carry over the "excess" deductions for 5 additional years

  • The foundation pays a 1.39% flat tax on investment income

  • The foundation does not pay income tax, capital gains tax, gift tax, estate tax, inheritance tax, corporate tax, and the assets in the foundation are not subject to probate

And for the public nonprofit charity:

  • 60% reduction in taxes when you donate cash

  • 30% reduction when you donate assets

  • Carry over for 5 additional years

  • The nonprofit pays 0% tax on investments

  • The nonprofit does not pay income, capital gains tax, gift tax, estate tax, inheritance tax, corporate tax, and the assets in the foundation are not subject to probate

In 20+ years of legal, tax, and financial consulting, I've not found any other structures that offer more benefits than the philanthropic ones - especially when they are combined with your existing business and estate structures.

Above is the operating blueprint of the world's wealthiest families, entrepreneurs, and innovators.

You have the same tools within reach - it's takes about 1-2 months to set up and structure the whole thing.

But, once it's set up - it can last for generations to come.

That's the reason it's called "FAMILY FOUNDATION".

A FOUNDATION to guide, mentor, and empower your family - so you can collectively empower society.

Does our "business name" and "motto" make sense:

Become A Philanthropist.

Thrive, by helping others thrive™.

The Projected Costs:

Typically, it does not cost you anything to set up and operate in these structures, because the amount of taxes you are going to redirect and save in this process will more than offset any initial setup cost involved, which is a ONE-TIME setup for generations of benefits.

It's a model that gets as close to "Infinite ROI" as you possibly can - a move that changes the entire trajectory of your family tree and your legacy - for a one-time setup fee, and a very small recurring law, tax, and compliance advisory and consulting fee every year to ensure this structure does not collapse with the wrong decisions.

Your Next Step

In this exclusive workshop + mastermind, you’ll learn how to unlock the full power of the tax code — leveraging both taxable and tax-exempt structures — to grow your wealth, expand your impact, and secure your legacy.

👉 Join us, and start operating the way the wealthiest families in the world already do, and what the drafters of the Tax Code have provided for all us to leverage as well.

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