TITANIUM MEMBERSHIP UPGRADE ($18,000 VALUE)

WHAT’S INCLUDED:

• Unlimited LLC Formations
• ​​Name Search with the Secretary of State
• ​Custom-Drafted Articles of Organization for Each LLC
• ​​Attorney-Drafted Operating Agreements for Each LLC
• ​​​A Dedicated Client Account Manager and Service Team
• ​Entity Binder to Keep All of Your Business Documents Organized

*Available at cost to current Business Essentials clients only.

CORPORATE ENTITY STRUCTURE ($2,750 VALUE)

Your assets are precious. Protecting them will be one of the best decisions you’ll ever make. With the right entity set up by experienced asset protection and tax professionals, you’re taking the critical first step to protecting everything you’re building, now and for years to come.

TAX TOOLBOX ($2,000 VALUE)

• 45+ Videos lessons on the top tax strategies and advanced techniques for real estate investors and business owners
• ​​​80+ downloadable forms and publications containing references to the tax code to share with your CPA
• ​​​Documents to be used to help you implement your tax strategies to withstand an audit
• ​​Digital workbook with key strategies and explanations – 270 pages

Discover how to maximize your tax savings with the best strategies for real estate investors and business owners. The Tax Toolbox is a video series with 45+ videos from tax attorney and Anderson Founding Partner Toby Mathis, Esq. as well as attorney Scott Estill, plus 80+ supplemental documents to enact all your new tax strategies and techniques.

ANDERSON FUNDING COMMUNITY ACCESS ($2,500 VALUE)

Discover how to secure business funding and build credit, while protecting your personal finances.

There is a tremendous amount of lending options available for small business owners. Many clients may not even be aware of some options that exist.

Some funding options include:

• Insurance Policy Loans
• ​​Security Based Lines of Credit
• ​Collateral Based Loans (Classic Cars, Coin Collections, Gold, Silver, etc.)
• PLUS many more!

Anderson Digital Bookkeeping ($1,000 VALUE)

Minimize your taxes with our virtual bookkeeping.

• On-Demand video series: Mastering bookkeeping and financials with our customizable templates
• ​​​A $500 credit toward any paid full-service bookkeeping package
• ​​Generate financials with our templated spreadsheets
• PLUS – Streamline your bookkeeping with our chart of accounts templates to use in your books!

*This service does not include Quickbooks account access or Bookkeeping training. On-demand video series is accessible 24-48 hours after purchase.

Here’s What Your Tax Advantage Package Includes

THE ANDERSON TAX ADVANTAGE PROGRAM ($10,500 VALUE)

WHAT’S INCLUDED:

• The Tax Advantage Package starts with a personalized Financial Plan prepared by an Anderson Financial Analyst, which includes a digital Financial Plan with detailed suggestions for reaching your financial goals
• ​​Initial phone consultation with a Financial Analyst to review your circumstances and provide future tax strategies for lowering your tax bill
• ​A detailed review of your previous tax returns in writing to ensure you didn’t miss any deductions or ways to lower your tax bill
• ​A supplement to your Wealth Planning Blueprint diagram that provides a look at your blueprint from a tax perspective (Digital Tax Blueprint)
• ​​$4,000 credit toward your tax return preparation and any tax planning sessions with a Tax Advisor
• ​Audit protection on all tax returns Anderson Advisors files
• ​Quarterly Tax Planning Livestream Sessions and Q&A with Toby Mathis, Esq.
• ​​Access to Tax-Wise Webinars every other week

TAX TOOLBOX ($2,000 VALUE)

• 45+ Videos lessons on the top tax strategies and advanced techniques for real estate investors and business owners
• ​​​80+ downloadable forms and publications containing references to the tax code to share with your CPA
• ​​​Documents to be used to help you implement your tax strategies to withstand an audit
• ​​Digital workbook with key strategies and explanations – 270 pages

Discover how to maximize your tax savings with the best strategies for real estate investors and business owners. The Tax Toolbox is a video series with 45+ videos from tax attorney and Anderson Founding Partner Toby Mathis, Esq. as well as attorney Scott Estill, plus 80+ supplemental documents to enact all your new tax strategies and techniques.

Here’s What Your Legacy Upgrade Bundle Includes

FULL INVESTING CONTROL WITH AN UNLIMITED LIVING TRUST ($8,000 VALUE)

Protecting assets from lawsuits or creditors is a concern when estate planning. Estate taxes and other forms of taxation are also a concern. Certain trusts can be used to set aside assets and real property in a way that protects them from lawyers and creditors. Typically, this involves giving up some form of control over the assets, such as with an irrevocable trust. This is not the case with a living trust, which allows you to retain full control of your assets during your lifetime and completely AVOID probate and pass your assets on in the most tax-efficient and private way possible.

TAX TOOLBOX ($2,000 VALUE)

• 45+ Videos lessons on the top tax strategies and advanced techniques for real estate investors and business owners
• ​​​80+ downloadable forms and publications containing references to the tax code to share with your CPA
• ​​​Documents to be used to help you implement your tax strategies to withstand an audit
• ​​Digital workbook with key strategies and explanations – 270 pages

Discover how to maximize your tax savings with the best strategies for real estate investors and business owners. The Tax Toolbox is a video series with 45+ videos from tax attorney and Anderson Founding Partner Toby Mathis, Esq. as well as attorney Scott Estill, plus 80+ supplemental documents to enact all your new tax strategies and techniques.

ANDERSON FUNDING COMMUNITY ACCESS ($2,500 VALUE)

Discover how to secure business funding and build credit, while protecting your personal finances.

There is a tremendous amount of lending options available for small business owners. Many clients may not even be aware of some options that exist.

Some funding options include:

• Insurance Policy Loans
• ​​Security Based Lines of Credit
• ​Collateral Based Loans (Classic Cars, Coin Collections, Gold, Silver, etc.)
• PLUS many more!

Anderson Digital Bookkeeping ($1,000 VALUE)

Minimize your taxes with our virtual bookkeeping.

• On-Demand video series: Mastering bookkeeping and financials with our customizable templates
• ​​​A $500 credit toward any paid full-service bookkeeping package
• ​​Generate financials with our templated spreadsheets
• PLUS – Streamline your bookkeeping with our chart of accounts templates to use in your books!

*This service does not include Quickbooks account access or Bookkeeping training. On-demand video series is accessible 24-48 hours after purchase.