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Your CPA most likely focuses on accurately reporting your past transactions to the IRS — that's their expertise and it's critical work. Through our network, legal structures are designed proactively before transactions occur to reduce tax liability at the structural level — working alongside your CPA, not instead of them. Think of the relationship as the architect who designs the building, while your CPA ensures the building meets code.

We can work with anyone expecting to owe $250,000 in federal income tax or a net worth of $5 million. Due to the complexity and cost of the structures we build, our strategies are most efficient for individuals with $1M+ in annual income, businesses with $10M+ in revenue, or portfolios with $5M+ in appreciated assets. Below these thresholds, the formation costs typically exceed the tax savings. We'll be transparent about this during our initial discovery call.

Absolutely. Every structure we deploy operates strictly in accordance with the Internal Revenue Code.

Most strategies can be fully implemented within 60–120 days, depending on complexity and the taxpayer's schedule. Simpler restructurings such as entity bifurcation and cost segregation can be deployed in as little as 30 days. Complex trust or PPLI structures may take 90–120 days due to actuarial modeling, carrier underwriting, and legal documentation requirements. Our team actively supports clients through each step of the process to help keep implementation on track.

No. Our strategies are specifically designed to integrate with your existing team. Your CPA, wealth manager, and attorney continue their roles exactly as before. TRS simply adds an additional layer of structural tax engineering that enhances the overall outcomes for your advisory team and for you. In fact, many of our clients' advisors become formal TRS partners.

Our fee structure varies based on engagement complexity, but in most cases, our fees are a small fraction of the tax savings we generate. Many strategies have formation costs that are themselves tax-deductible. We provide a detailed fee breakdown before any engagement begins, so you can make a fully informed decision.

If any position we've established is challenged by the IRS, our network of qualified legal professionals is available to provide audit defense support. Our structures are designed to withstand scrutiny — we only deploy strategies we are prepared to fully defend. It's also worth noting that the strategies we implement are not new. Most have been established within the Internal Revenue Code for many years and are well-recognized by tax professionals.

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