Very few physicians ever reach this point.
As a high-income earner and successful investor, you have done
everything right: you worked hard, saved consistently, made responsible
decisions, and built real financial success over decades. You have done what
successful people do.
And yet, this is also the moment when many discover
something disturbing: The very strategies that helped build your wealth now
exposes you to millions of dollars in unnecessary, lifetime taxation.
Here’s the good news: There is a different tax system in
America — a more favorable one, exclusively for successful investors.
This is not speculation, not a loophole nor a gimmick, and
it is not something available to everyone. It is reserved for the small,
exclusive group that the IRS and SEC formally recognize as Accredited
Investors — the top 2% of Americans that have a million or more of
assets or are top earners.
You didn’t buy your way into this group, you earned it.
Membership in the 2% Club affords you the
opportunity to legally eliminate or dramatically reduce taxes on:
More than 75 years ago, U.S. Court of Appeals Judge, Learned
Hand explained what still governs the tax code today: “There are two tax
systems in America — one for the’ informed’ and one for the ‘uninformed’. Both
are legal.”
Most people — and most advisors — operate entirely inside
the standard tax system, designed for the 98% of Americans with
modest savings.
That Level 1 system relies on:
- Tax Deferral instead of elimination
- Required Minimum Distributions
- Taxable Social Security income
- Medicare IRMAA surcharges
- Estate and inheritance taxation
It works — until it doesn’t.
At a certain level of financial success, the Level 1 tools
you used to grow your wealth can now destroy it through over taxation and risk,
for both you and your children.
Once you cross that threshold of a million or more, into the
2% club, the second, Level 2 tax system becomes available. This is the tax
system for the ‘informed’ that Judge Hand referenced.
The Level 2 tax system, available exclusively for Accredited
Investors, offers strategies that can legally:
- Reduce or eliminate income and business taxes
- Minimize or eliminate Roth conversion taxes
- Remove Required Minimum Distributions
- Reduce Social Security taxation
- Eliminate IRMAA surcharges
- Protect family inheritance
These two tax systems are not similar; they are
fundamentally different.
Exclusively available to the 2% Club, most physicians never
realize when they have qualified to cross to the better, Level 2 tax system.
Until now.
Level 1 advice, for the majority of Americans with modest
assets, focuses on:
- Reporting what already happened on tax
returns
- Managing investments inside taxable
structures
- Accepting high taxation as inevitable
Level 2 tax planning, for the successful 2%, emphasizes:
- Legally eliminating
or dramatically reducing lifetime taxation, often by millions
- Using financial leverage built into the tax
code
- Coordinating multiple sections
of law tax
Level 2 tax planning
is unfamiliar to your CPA and advisor, because they are trained to serve the
98%, and are not familiar with the IRS guidelines available exclusively to 2% Club
members. .
You’ve simply outgrown
their world; you have outgrown the world of the 98%.
Our tax strategies are 100% legal and IRS
compliant, using the tax law exactly as written.
Everything is taken directly
from the tax code and reviewed by tax attorneys. What we do is not theory, it’s
not loopholes, its law.
We don’t break tax law; we don’t even bend it.
We use the
existing tax code to your advantage, just like the advisors to the
billionaires.