Most CPAs focus on compliance and filing returns. The Seven Levers™ focus on strategic tax reduction for clients paying over $1 million annually.
These seven proven strategies can reduce your tax liability by 30-50% legally and sustainably, creating permanent wealth-building advantages rather than one-time deductions.
Lever 1: Start or Expand a Business
Business ownership unlocks deductions unavailable to W-2 employees, including Section 179 depreciation and operational expense write-offs.
Lever 2: Invest in Real Estate
Real estate provides depreciation benefits, cost segregation opportunities, and tax-deferred wealth building through strategic property investment.
Lever 3: Use Life Insurance Strategically
Properly structured life insurance creates tax-free growth, tax-free income, and estate planning advantages that complement retirement strategies.
Lever 4: Maximize Retirement Savings
Advanced retirement vehicles beyond 401(k)s—including defined benefit plans and cash balance plans—can shelter significant additional income.
Lever 5: Plan Your Estate
Strategic estate planning reduces transfer taxes and creates multigenerational wealth preservation structures.
Lever 6: Practice Strategic Gifting
Charitable giving strategies and family wealth transfers provide substantial deductions while accomplishing philanthropic and legacy goals.
Lever 7: Invest Through Private Equity
Private equity investments offer unique tax advantages including qualified small business stock exclusions and carried interest benefits.
A Google Vice President owing $1.11 million in annual taxes implemented Levers 1 and 6 through Taylored Tax's planning process. By starting a side business to unlock business deductions and strategically structuring his charitable giving, he reduced his tax bill by $850,000 in the first year.
His custom five-year tax strategy projects $5.8 million in tax savings. Using the WIRED Framework™, those savings are being reinvested into equity centers—rental properties, cash value life insurance, and business expansion—projected to increase his net worth by $11.9 million over five years.
Ultra-high-net-worth individuals often believe they cannot legally reduce their taxes beyond what their CPA already provides. This misconception costs them hundreds of thousands to millions of dollars annually.
The Seven Levers™ prove that strategic, proactive tax planning—not just compliance—can create permanent reductions in tax liability while building additional wealth simultaneously.
The Seven Levers™ work best when implemented as an integrated strategy, not isolated tactics. To learn how these levers apply to your specific situation, explore the Millionaire Tax Playbook™ or schedule a strategic consultation with Taylored Tax.