For business Owners Who Are Tired Of Not Knowing How The Wealthiest People In The World Structure Their Financial Life and Tax Strategy ...
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The Greatest Opportunity Of a lifetime ...
"A handful of business owners lives will change in 2024 and I'm personally inviting you to be one of them!"
The Greatest Opportunity Of a lifetime ...
"A handful of business owners lives will change in 2024 and I'm personally inviting you to be one of them!"
What is the
Uplevel Elite?
The Uplevel Elite Program is a comprehensive 90-day coaching and consulting experience designed to help you achieve two primary goals:
1. Structure Your Business for Estate Planning, Tax Strategy, and Asset Protection.
2. Coach You on Leveraging Tax Code Strategies Effectively.
During these 90 days, you will get access to highly specialized content that condenses Edward's 26 years of experience into just a few hours.
This content is designed not to make you an expert but to equip you with enough understanding so you can provide valuable insights into the strategy behind your own structure.
Throughout these 90 days, you will have a Client Success Advisor who will customize and pace the program for you. During your onboarding call, you will discuss the action items required prior to your one-on-one session with your Strategic Consultant.
Once your structure has been solidified, your Client Success Advisor will put you in direct contact with drafting professionals we have engaged for all our previous advisory clients, ensuring you work with the best of the best. Your CSA will help you prepare all documentation so your attorneys can quickly bring your structure to life.
Once your new entities are created, we will dive into banking, operations, inter-company agreements, tax strategy, and optimization. By the end of the 90 days, not only will you have a rock-solid structure, but you will also be equipped with the strategies and SOPs required to never overpay the IRS again.
Accomplish Your Goals in 90 Days
If You Want To Rapidly And Precisely Structure your business for success In The Next Few Weeks ...
rEAL WEALTH MATRIX
In this initial month, I will comprehensively guide you through each step necessary to create the various entities essential for assembling your REAL WEALTH MATRIX. Whether you opt for professional assistance or prefer a do-it-yourself approach, I will Show you how.
I will highlight both the most critical errors to avoid and share expert tips to ensure a seamless process. This includes guidance on matters ranging from where to Open your businesses to the intricacies involved in handling documents like Trusts, Operating Agreements, and similar items.
ADVANCED TAX STRATEGY
With the framework established, our attention can shift towards the Tax Strategies that can be effectively integrated. The principles underlying these strategies are straightforward and easily graspable. However, I am aware that many business owners encounter difficulties when it comes to putting these strategies into action and properly documenting them.
Therefore, we will delve extensively into all the necessary agreements, documents, and optimal methods. i want to ensure that you adeptly utilize the Tax Code to your benefit while simultaneously safeguarding yourself against audits.
DIAL IN OPERATIONS
Now, the focus turns to Ops. At this point, you have set the optimal structure for you and your family and it is critical that you understand how to use it.
Throughout the third month, we will extensively explore the Intricacies regarding bank accounts, operations, cash flows, service agreements between entities, management agreements, and other formalities of business.
rEAL WEALTH MATRIX
In this initial month, I will comprehensively guide you through each step necessary to create the various entities essential for assembling your REAL WEALTH MATRIX. Whether you opt for professional assistance or prefer a do-it-yourself approach, I will Show you how.
I will highlight both the most critical errors to avoid and share expert tips to ensure a seamless process. This includes guidance on matters ranging from where to Open your businesses to the intricacies involved in handling documents like Trusts, Operating Agreements, and similar items.
ADVANCED TAX STRATEGY
With the framework established, our attention can shift towards the Tax Strategies that can be effectively integrated. The principles underlying these strategies are straightforward and easily graspable. However, I am aware that many business owners encounter difficulties when it comes to putting these strategies into action and properly documenting them.
Therefore, we will delve extensively into all the necessary agreements, documents, and optimal methods. i want to ensure that you adeptly utilize the Tax Code to your benefit while simultaneously safeguarding yourself against audits.
DIAL IN OPERATIONS
Now, the focus turns to Ops. At this point, you have set the optimal structure for you and your family and it is critical that you understand how to use it.
Throughout the third month, we will extensively explore the Intricacies regarding bank accounts, operations, cash flows, service agreements between entities, management agreements, and other formalities of business.
frequently asked questions
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What's the investment for Elite?
The fully business deductible investment for the Elite program starts at $15,000. -
What happens after the 30 days?
Elite is a time-limited program with a set investment and commitment period. After 90 days, your business structure and tax strategy will be fully optimized. Once the program ends, members have the option to renew for another 90 days if needed or utilize our other services such as Tax Preparation, Bookkeeping, or Wealth Management. -
Do I need to pay for attorney drafting separately?
The cost of drafting the necessary documents for implementing the strategy is not included in the program. We work with clients across all 50 states and have partnered with trusted professionals trained in our methodologies to efficiently follow our Blueprint and complete the process within days. -
How much are the drafting fees?
Drafting fees vary significantly depending on your state and the number of entities and trusts required. Generally, the cost for a few trusts, two holding companies, and a few operating companies is around $5,000. Please note, this is an estimate and not a definitive quote.
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Can I see testimonials?
Please click this link to watch our results. -
How many 1-on-1s do I get?
The program includes one 1-on-1 session with Edward (requiring preparation on the member's side) and unlimited 1-on-1 sessions with your Client Success Advisor, within reason. -
What professionals do I get access to?
• Client Success Advisor (CSA): A consultant who will guide you through each step of the process and be your primary contact.
• In-House Attorney: Available during weekly office hours for legal questions regarding your structure and inter-company agreements.
• In-House CPA: Available during weekly office hours for accounting or tax-related questions about your new structure.
• Edward Collins: A 1-on-1 strategy session with Edward, which requires preparation with your CSA. Additional sessions are available at an extra cost.
• Trusted Professionals: Access to a network of attorneys who are knowledgeable in implementing the structures we develop for our clients.
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Facebook makes us say all of the above. Sorry. Now for some more legal stuff. You had to know this was coming. After all, didn't we tell you that Edward is a lawyer. TERMS OF SERVICE