01
Proactive
Most advice looks backward at what already happened. We plan forward — before the sale, the bonus, the exit — while the outcome can still change.
Tax Strategy · Structuring · Protection
It's not what you make. It's what you keep.
JAG Legacy is a tax strategy and structuring firm for high earners and business owners — helping you legally reduce tax drag, transfer wealth, and protect what you build through proactive planning, trusts, entity design, and asset protection.
The cost of tax drag
Tax-awareTaxed annually
Taxed annually
$0
Tax-aware
$0
Hypothetical, for education only: $1M growing at an assumed 8% per year; the taxed line pays the selected rate on each year's gain. An illustration of tax effects — not investment advice, and not a projection of any investment result.
Our Solutions
Institutional depth, built around one client at a time.
01
Proactive Tax Planning
StrategyWe start from your whole financial picture and map the moves that lower your lifetime tax bill — before year-end deadlines close them off.
Income, business, real estate, equity comp, estate plan — every lever, looked at together rather than in isolation.
This is forward-looking planning handled by our own team — CPA and legal expertise under one roof — not a backward-looking return. Strategy and structure.
02
Insurance Strategy
Education & structureInstitutional-grade insurance, used as a tax-advantaged asset class — not a product someone sold you.
Permanent insurance done right: tax-advantaged growth, tax-free access, estate liquidity, and asset protection — plus advanced structures like PPLI and premium financing for the right profile.
Education and structure; any implementation is arranged through appropriately licensed professionals in their individual capacities. Explore insurance strategy →
03
Tax-Loss Harvesting Strategy
Tax alphaGenerate usable losses — even in an up year — to offset gains elsewhere in your life.
Security-level harvesting and direct-indexing approaches, designed as strategy and coordinated with the advisor or platform who implements them.
Education and structure, not discretionary management of your account.
04
Trust & Entity Structuring
StructureThe heart of the practice: the right structure, matched to your goals and your state.
Charitable remainder and lead trusts, intentionally defective grantor trusts, dynasty trusts, NING/DING structures, and installment sales.
Our in-house attorney and CPA design and implement the structure together.
05
Concentrated Position Strategy
StructureOne oversized holding is both your best asset and your biggest tax problem.
Sell it outright and a large share goes straight to the IRS. We map the tax-efficient paths — charitable remainder trusts, exchange funds, installment structures, gifting, and staged plans.
We coordinate execution with your advisors. We don't recommend securities.
06
Entity Optimization
StructureThe way your business is structured quietly decides how much tax you pay every year.
Choice of entity — S-corp, partnership, or C-corp — evaluated for how you actually operate: S-corp elections and reasonable compensation, C-corp analysis and the double-taxation trade-off, multi-entity and holding structures, QBI optimization, and accountable plans.
The right structure, set before year-end, is often worth more than any single deduction.
07
Opportunity Diligence
AnalysisConsidering a private deal, fund, or alternative? See it through a tax and structure lens first.
We model after-tax outcomes and how to hold it efficiently.
This is independent diligence support — not a recommendation to buy or sell any security or an offer of investment advice.
08
Charitable & Legacy Planning
Wealth transferGive on your own schedule — and let the tax code carry part of the gift.
Donor-advised funds, charitable remainder and lead trusts, and private foundations: deduct the full value of appreciated assets and skip the capital-gains tax.
Especially powerful timed around a concentrated position or a pending sale.
How We Work
We plan. We structure. We coordinate.
01
Plan
We map your full tax picture — income, business, equity, real estate, estate — and surface the opportunities worth acting on, ranked by impact.
02
Structure
We design the trusts, entities, and strategies that capture those opportunities — built for your goals, your state, and your timeline.
03
Coordinate
Our team implements it cleanly — tax and legal under one roof — and quantifies, in dollars, what the structure saved you.
The Approach
Two taxpayers. Same income. A very different tax bill.
Two people earn the same income and hold the same assets. One does no planning and pays full freight every year. The other uses trusts, timing, and structure to defer and reduce.
Over decades, the difference doesn't come from better investments — it comes from structure. That gap is where we work.
$0
Hypothetical wealth kept over 30 years — from tax structure alone. Adjust the chart above to explore. An educational illustration of tax effects, not investment advice or a projection.
About JAG Legacy
A bench of specialists, built around one client at a time.
JAG Legacy isn't a single advisor with a single specialty. It's a coordinated bench — the kind of integrated expertise the ultra-wealthy assemble as a matter of course, brought to high earners and business owners who've outgrown one-size-fits-all advice.
Most financial lives are split across professionals who never talk to each other: a CPA who files, an advisor who manages a slice of the portfolio, an attorney who drafts documents. No one owns the whole after-tax picture. That seam — where tax, law, real estate, investments, insurance, and asset protection overlap — is where the largest opportunities and the costliest mistakes hide. It's where we work.
Every strategy is held to one standard: real, legal, and defensible. With CPA and legal expertise on our own team — and securities implementation handled separately by our licensed representatives — we design the strategy and structure and carry it through. The result is one coordinated plan — not a stack of disconnected advice from professionals who never talk to each other.
The disciplines on the bench
CPAs & Tax StrategistsProactive planning, entity design, QSBS
Tax & Estate AttorneysTrusts, wealth transfer, document drafting
Real Estate SpecialistsCost seg, 1031, depreciation strategy
Alternative Investment AdvisorsPrivate deals, diligence, structuring
Insurance SpecialistsCash-value life as an asset, not an expense
Asset ProtectionEntity and trust structures that shield
Why JAG
What you should be able to expect.
02
Transparency
Flat, disclosed fees and plain-English reasoning. You see exactly what we recommend and why.
03
Sophistication
Advanced structures most advisors only describe — charitable trusts, QSBS stacking, exchange funds — designed and coordinated for you.
04
Bespoke
No two clients get the same plan. Yours is shaped by your income, assets, goals, and state.
No pitch. Just the numbers.
See what tax-aware structure could mean for you.
Tell us a little about your situation and we'll be in touch within one business day.
Request a tax strategy review