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Tax Reduction for Highly Compensated Individuals

Access the Private Tax Powertools of the Ultra Wealthy

What is the Difference between Tax Avoidance and Tax Evasion?

With over $800 Million in Private Client Tax Avoidance Assets, the results-focused advisors at the Legacy Advisor Group help clients think about this area of their life, and use our exceptional resources to help clients understand the difference between tax avoidance and tax evasion.

Preventative strategies designed to avoid confrontation with taxing authorities have resulted in greater asset invisibility, and to date, not one of our clients has failed an audit from a strategy we recommended. There are tools that the IRS allows practitioners to use with great benefit, but it is in the interest of both the taxing authorities and the clients who benefit to keep these tools from becoming mainstream.

The moment a tool or a Tax Avoidance Strategy becomes well known enough to affect IRS revenues, there always exists the possibility that tool could be later scrutinized, and therefore it is in the best interest of practitioners to reveal information about such tools to only clients who are serious and committed.

As a result, access to even knowledge about these tools is predictably expensive and reserved for serious inquiries only.

Legacy Advisor Group is offering for sale access to 5 questions that private clients can ask of the structures that house their money that have most likely never been asked before. For a one-time fee of $10,000, payable with a credit card securely online, a private client can get access to this white paper, titled 'The $10,000 Tax PDF'. We have found most recipients of this report have never asked their advisory team these 5 key questions.

Press Send to View Your Special Report Now

Checkout Details: Only submit your payment when you are satisfied with the value the report provides. No obligation access.

Delivery: Immediate

Who is this for? A working knowledge of basic taxation of compensation is encouraged, but not required to benefit from this report, and the author assumes there are two systems of taxation in the United States: a system of taxation for the informed, and a system of taxation for the uninformed.

How and When INCOME TAX May Affect Your Family


Estate planning offers the peace of mind to families that can only come from preparing for the inevitable. With proper planning, you can assure that:

1) you will not be indefinitely stranded on life support;

2) guardianship court proceedings will be avoided should you become unable to make financial decisions for yourself;

3) probate court proceedings will be avoided that could last from 1 to 3 years and cost from $2,500 to 8% of your estate;

4) your estate will be distributed with privacy, efficiency and in a timely manner;

5) the fraudulent claims of creditors and predators cannot take assets away from your loved ones;

6) young beneficiaries will receive their inheritance over time and in a manner that will not harm them and will remain protected from creditors; and

7) all estate taxes which could otherwise take about half of your estate will be eliminated.

None of us knows the time of our passing. If you wait to complete your plan until you are ill or too feeble, it could be extremely difficult or impossible. If you take the time to complete your plan while you are healthy, you will be prepared whenever your plan is needed. Everyone would have an appropriate and up-to-date plan if they knew the consequences of not doing so.

Since your initial meeting is complimentary, and since at the end of that meeting you will know exactly what you should do, why you should do it, and what it will cost, why not take the first step toward an orderly transition and page an attorney, or contact us.


Lead Counsel Rated Estate planning attorney Rodney Piercey, a member of the Legacy Advisor Group can assist with all estate matters, including:

  • Wills

  • Trusts

  • Business Succession Planning

  • Estate Tax Reduction

  • Power of Attorney for Health Care

  • Power of Attorney for Property

  • HIPPA Authorization Forms

  • Family Limited Partnerships

  • Bypass Trusts

  • Dynasty Trusts

  • Charitable Lead Annuity Trusts

  • Charitable Remainder Trusts

  • Grantor Retained Annuity Trust

  • Self Canceling Installment Notes

  • Limited Liability Companies

  • Irrevocable Life Insurance Trusts

  • Grantor Deemed Owner Trusts



Legacy Advisor Group
1525 South Grove Ave, Suite 204,
Barrington, IL 60010

©2019 Legacy Advisor Group. All rights reserved.

Featured Estate Planning Attorney Rodney Piercey

  • He limits his practice to only estate planning.
  • He guarantees your satisfaction, or he doesn’t get paid.
  • He coordinates your team of attorneys, financial planners, accountants, and insurance experts to help you get your estate plan in order and eliminate unnecessary delays, expenses and all estate taxes.