Tax Flow to Cashflow Institute

<h3 data-start="2248" data-end="2312"> Package 4: All-Inclusive Legacy Fortress™ — $10,000</h3>
Perfect for: Entrepreneurs, professional athletes, and high-income families ready to build a legacy and eliminate tax stress.
<blockquote data-start="2444" data-end="2696">
The full suite. Everything in the Tri-Fecta Plan plus deeper implementation, family onboarding, and advanced automation. This package transforms your income into protected, generational assets—and gives you a full financial operating system for life.
</blockquote>
Includes Everything from Package 3, PLUS:
<ul data-start="2744" data-end="3060">
<li data-start="2744" data-end="2796">
Advanced Trust Customization + Asset Transfer Plan
</li>
<li data-start="2797" data-end="2831">
Family Succession Session (Zoom)
</li>
<li data-start="2832" data-end="2897">
QuickBooks Online + Chart of Accounts Set Up (for all entities)
</li>
<li data-start="2898" data-end="2933">
Audit-Proof Documentation Package
</li>
<li data-start="2934" data-end="2978">
12-Month Strategic Roadmap with Milestones
</li>
<li data-start="2979" data-end="3015">
Monthly Check-ins (up to 3 months)
</li>
<li data-start="3016" data-end="3060">
Priority Access to The Tax Strategist Team</li></ul>

All-Inclusive Legacy Fortress™ Package 4

<h3> Package 4: All-Inclusive Legacy Fortress™ — $10,000</h3>
Perfect for: Entrepreneurs, professional athletes, and high-income families ready to build a legacy and eliminate tax stress.
<blockquote>
The full suite. Everything in the Tri-Fecta Plan plus deeper implementation, family onboarding, and advanced automation. This package transforms your income into protected, generational assets—and gives you a full financial operating system for life.
</blockquote>
Includes Everything from Package 3, PLUS:
<ul>
<li>
Advanced Trust Customization + Asset Transfer Plan
</li>
<li>
Family Succession Session (Zoom)
</li>
<li>
QuickBooks Online + Chart of Accounts Set Up (for all entities)
</li>
<li>
Audit-Proof Documentation Package
</li>
<li>
12-Month Strategic Roadmap with Milestones
</li>
<li>
Monthly Check-ins (up to 3 months)
</li>
<li>
Priority Access to The Tax Strategist Team</li></ul>

Tax Flow to Cashflow Institute

Your order