Zero Tax Planning is a program offered by Family Office Services, Inc. based in Costa Mesa, CA. It provides professional advisers with the knowledge and tools to help clients reduce taxes while increasing benefits for both family members and favorite charities. By integrating established non-charitable tools with common charitable strategies, Zero Tax Planning aims to zero-out estate, gift, and GST taxes, as well as capital gains and income taxes, through strategic wealth distribution.
The program, previously offered through the Zero Tax Planning Institute, equips advisers with the expertise to attract high-net-worth clients, position themselves as trusted advisers, and exploit revenue opportunities. With a focus on clarity, vision, simplicity, and meaning, Zero Tax Planning offers a competitive advantage to professionals seeking to enhance their practice and become catalysts for positive change in the lives of their clients and communities.
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