Comparison of Programs
| Virtual Adviser |
Allied Adviser |
CPA Member |
||
| Cost | $250/month | $1,000/month | $5,000/month | |
| 1 | Custom Presentation Materials Package | Yes | Yes | Yes |
| 2 | Strategy Flyers | No | Yes | Yes |
| 3 | One Minute Advisor® Video Program | No | Yes | Yes |
| 4 | Client Brochures | No | Yes | Yes |
| 5 | "Soft Data" Questionnaires | Yes | Yes | Yes |
| 6 | "Hard Data" Fact-finders | Yes | Yes | Yes |
| 7 | Client Engagement Brochures | No | Yes | Yes |
| 8 | Marketing Seminars and Webinars | No | Yes | Yes |
| 9 | vBlueprint Online Strategy Illustrator | Basic access | Better access | Best access |
| 10 | Allied Advisor Marketing Webinars | No | Yes | Yes |
| 11 | Best Practices Workshop | No | Yes | Yes |
| 12 | Best Tools Workshop | No | Yes | Yes |
| 13 | Best Portfolios Workshop | No | Yes | Yes |
| 14 | Best Legacy Workshop | No | Yes | Yes |
| 15 | Live Technical Webinars | Yes | Yes | Yes |
| 16 | Channel Adviser Study Group | Yes | Yes | Yes |
| 17 | Newsletters | Yes | Yes | Yes |
| 18 | Recorded video library | Basic access | Better access | Best access |
| 19 | Coaching | No | Yes | Yes |
| 20 | Opportunity Conversations | No | Yes | Yes |
| 21 | Tactical Plans | Yes . Fee + 30% split | Yes . Fee + 20% split | Yes . Fee + 10% split |
| 22 | Comprehensive Plans | Yes . Fee + 30% split | Yes . Fee + 20% split | Yes . Fee + 10% split |
| 23 | Summary Blueprints | Yes . Fee + 30% split | Yes . Fee + 20% split | Yes . Fee + 10% split |
| 24 | Family Retreat and Wealth Statement | No | No | Yes |
| 25 | Financial Check-up | Yes | Yes | Yes |
| 26 | Value Proposition Letter | Yes | Yes | Yes |
| 27 | Allied Advisor Program | No | No | Yes |
| 28 | Semi-Exclusive Territory | No | No | Yes |
| 29 | Transferable Membership | No | No | Yes |
| 30 | Custom Web Site | No | Yes | Yes |
| 31 | Deliverables Link | No | Yes | Yes |
| 32 | Best Practices Documents | Yes . to VA segment | Yes | Yes |
| 33 | Client Login for vTasker Case Tracking | No | Yes | Yes |
| 34 | Adviser Login | Yes . to VA segment | Yes | Yes |
| 35 | Custom Strategic Development Plan | No | Yes | Yes |
| 36 | Custom Website to Track Expected Gift Revenue | No | Yes | Yes |
| 37 | Guidance in Developing a Planned Giving Committee | No | No | Yes |
| 38 | Custom Videos for Donors | No | No | Yes |
| 39 | Custom Brochures for Donors | No | No | Yes |
| 40 | Custom Training Workshops for Donors | No | No | Yes |
learn more
View webinar scheduleView Training Library
Download brochure
The Zero Tax Planning Institute was a program offered briefly from 2001 to 2011 to equip advisers to replicate the success enjoyed through law firms helping clients leverage estate tax exemptions and/or maximize charitable deductions. We explained the law firms' systems for developing successful seminars, attracting attendees, scheduling meetings with prospects, and engaging new clients. We explained how FOL attorneys added value to clients throughout each stage of the planning process. Because the program was technical in nature and subject to misinterpretation, the resources offered through the Institute are now only offered through Family Office Law LLP and its affiliated entities.
Zero Tax Planning is a program of Family Office Services, Inc.
Contact Us | 650 Town Center Drive, Suite 890, Costa Mesa, CA 92626Phone: 800-447-7090 | Fax: 866-447-7090 | © Tim Voorhees, JD, MBA, 1996-2021
Membership resources referenced on this page are currently only available to Attorneys, CFAs, CFPs and other professional advisers working through Family Office Law LLP and its affiliated entities. Resources licensed in the past to outside advisers have been provided for legacy planning, cash flow planning, retirement planning, and portfolio planning but not tax-planning services.
Zero Tax Planning is a simple but powerful concept that integrates well-established non-charitable tools (such as insurance, LLCs, low-interest notes, and irrevocable trusts) with common charitable tools (such as gift annuities, charitable remainder trusts, charitable lead trusts, private foundations, pooled income funds, etc.) to help clients reduce taxes while increasing potential benefits for family and favorite charities. Most clients can zero-out estate, gift and GST taxes through the appropriate leveraging of standard estate and gift tax exemptions. Other charitable and business income tax strategies can be used to zero-out taxes on capital gains income and/or the portion of their income not needed for lifestyle expenses. It is not difficult to zero-out taxes simply by giving wealth to charity. Amazing opportunities arise, however, when the tax benefits of statutory charitable tools are combined with the tax benefits of non-charitable instruments described in the Internal Revenue Code. Family Office Law LLP ("FOL") attorneys and their affiliates do not recommend strategies that lack substantial legal authority.