(888) 450-3451

Tax Architecture

Advanced tax strategies for high earners. $100K-$500K+ annual savings. Led by Rick Abdallah (EA, CPA, JD, MBA).

$2,030-$5,030 Monthly Fee
$100K-$500K+ Annual Savings
4-15X ROI Guaranteed
See If You Qualify

Do You Qualify?

Tax Architecture is for high earners with complex situations. Here's what we look for in a 15-minute call.

Three Qualification Categories:

Income Threshold (Meet ONE):

  • $400K+ household income
  • $1M+ business revenue
  • $150K+ annual tax paid

Complexity (Have TWO+):

  • Business ownership
  • Professional practice
  • Investment real estate
  • Multiple income streams
  • Multi-state presence

Willingness to Implement:

  • Change entity structures
  • Adopt new retirement vehicles
  • Document decisions
  • Commit 36 months

Tax Architecture requires action. We design strategies, you implement them. If you're not willing to change structures or adopt new approaches, even brilliant tax planning won't save you money.

Meet Rick Abdallah

Rick Abdallah

  • EA (Enrolled Agent)
  • CPA (Certified Public Accountant)
  • JD (Juris Doctor)
  • MBA (Master of Business Administration)
  • 35+ years experience

Your Tax Architect

Rick doesn't just file your return. He designs your entire tax structure.

With Tax Architecture, Rick is your personal strategist. Every quarterly planning session. Every entity decision. Every major strategy. Rick directly.

Most CPAs file returns. They see your situation once per year for 2-3 weeks in March. They optimize what you gave them.

Rick architects your tax situation. He sees your complete picture quarterly. He designs multi-year strategies. He coordinates entity structures, retirement vehicles, real estate depreciation, and family employment into one integrated system.

This is why Tax Architecture clients save $100K-$500K+ annually. Rick isn't optimizing last year. He's designing the next three years.

What's Included

Entity Optimization

What it is: Multi-entity structures that separate income streams, minimize FICA, and create planning flexibility.

Example: Management company holding IP + operating entity + real estate LLC = FICA savings + asset protection + flexibility.

Savings: $15K-$85K/year

Defined Benefit Plans

What it is: Retirement vehicle allowing $200K-$320K annual contributions (vs $23K 401k limit).

Example: 50-year-old professional earning $600K can contribute $284K to defined benefit plan = $105K tax savings.

Savings: $60K-$120K/year

Cost Segregation

What it is: Engineering study that accelerates depreciation on commercial/investment real estate.

Example: $2M building = $600K-$800K accelerated depreciation = $180K-$280K tax savings in Year 1.

Savings: $50K-$280K (one-time)

Asset Protection

What it is: Multi-entity structures that separate liability exposure from assets.

Example: Operating entity (high liability) separate from real estate holdings (protected assets). Combined with proper insurance.

Value: Protects $2M-$10M+ in assets

Family Employment

What it is: Legitimate employment of family members to shift income and create planning opportunities.

Example: Spouse employed at $120K with full benefits + retirement = income shifting + payroll tax optimization.

Savings: $15K-$45K/year

Exit Planning

What it is: QSBS (0% capital gains on $10M), Section 453 installment sales, timing strategies for business sale.

Example: QSBS structure on $10M sale = $2.4M capital gains tax eliminated = $2.4M saved.

Savings: $500K-$2.4M (one-time)

Tax Architecture By Vertical

Physicians

For: $400K+ W-2 income, practice owners, physicians with real estate investments

Strategies:

  • W-2 optimization (management company structures)
  • Defined benefit plans ($200K-$320K contributions)
  • Real estate cost segregation integration
  • Asset protection (separate practice from assets)
  • Multi-state planning (if applicable)
Savings: $300K-$600K/year

Attorneys

For: Partners, solo practitioners earning $400K+, law firm owners

Strategies:

  • Partnership optimization (guaranteed payments vs distributions)
  • Defined benefit plans for partners
  • Entity restructuring (professional corporation options)
  • Multi-state tax planning
  • Family employment structures
Savings: $350K-$550K/year

Financial Advisors

For: RIAs with $50M+ AUM, advisors earning $400K+, complex comp structures

Strategies:

  • Management company structures (QBI optimization)
  • SSTB planning (avoiding QBI phase-outs)
  • Multi-entity planning (1099 + K-1 + W-2 optimization)
  • Retirement stacking (multiple plan types)
  • Asset protection
Savings: $340K-$520K/year

Entrepreneurs

For: Business owners ($400K+ income), multiple entities, growth-stage, planning exit

Strategies:

  • Multi-entity optimization
  • Retirement acceleration (multiple plan types)
  • R&D tax credits
  • Family employment and income shifting
  • Exit planning (QSBS, Section 453)
Savings: $300K-$700K/year

Real Estate Investors

For: 10+ properties, $2M+ portfolio, commercial real estate, syndications, fix-and-flip

Strategies:

  • Cost segregation across portfolio
  • Bonus depreciation timing
  • Multi-entity structures (LLC per property)
  • 1031 exchange chains
  • Dealer status optimization
Savings: $300K-$900K/year

Pricing

Tiered based on complexity and income. All tiers include full integration and Rick Abdallah as your strategist.

Tier Monthly Fee Annual Cost For
Tier 1 $2,030/month $24,360/year $400K-$600K income, single entity, 1-2 states
Tier 2 $3,030/month $36,360/year $600K-$1M income, 2-3 entities, moderate complexity
Tier 3 $5,030/month $60,360/year $1M+ income, 4+ entities, high complexity, multi-state

ROI Guarantee

4-15X

We guarantee you'll save at least 4X our annual fee. Most clients see 10-15X.

If we don't deliver 4X ROI after Year 1, we'll refund the difference or provide Year 2 free.

How It Works

1

Qualification

15 minutes. We verify income threshold and complexity requirements. Half don't qualify—we'll tell you honestly.

2

Document Collection

48-72 hours. Tax returns, business P&Ls, entity documents. Rick's team analyzes for $100K-$400K+ opportunities.

3

Strategy Presentation

90 minutes with Rick. Your Wealth Acceleration Blueprint: exact strategies, timeline, savings projections, ROI guarantee.

4

Implementation

36 months. Overseas CPA executes. Rick provides quarterly oversight. Monthly bookkeeping integrated. Nothing missed.

Real Tax Architecture Results

Anesthesiologist

W-2 Income: $580K

Real Estate: 3 rental properties

Location: Texas

Prior Tax: $175K annually

Strategies Implemented:

  • Defined benefit plan: $284K contribution
  • Cost segregation: 3 properties
  • Management company structure
  • Augusta Rule (home office rental)
  • Asset protection multi-entity

Tax Savings Breakdown:

Defined benefit vs 401(k) ($284K vs $23K): $105,000
Cost segregation (3 properties): $168,000
Management company FICA savings: $28,000
Augusta Rule home office: $14,000
Family employment optimization: $22,000
First Year Savings
$337K
Annual Fee (Tier 2)
$36,360
ROI
9.3X

Law Firm Partner

K-1 Income: $720K

Structure: 3-partner firm

Location: California + Nevada

Prior Tax: $245K annually

Strategies Implemented:

  • Partnership restructuring
  • Defined benefit plan (all 3 partners)
  • Family employment (spouse + children)
  • Professional corporation conversion
  • Multi-state optimization

Tax Savings Breakdown:

Defined benefit plan contribution: $118,000
Guaranteed payments optimization: $42,000
Family employment structure: $38,000
Multi-state planning: $28,000
Entity restructuring (PC benefits): $31,000
Annual Savings
$257K
Annual Fee (Tier 2)
$36,360
ROI
7.1X

Real Estate Investor

Portfolio: 14 properties ($8.2M value)

Rental Income: $520K

Location: Multi-state

Prior Tax: $168K annually

Strategies Implemented:

  • Cost segregation: 8 properties
  • Multi-entity structure (LLC per property)
  • Material participation documentation
  • Repair vs improvement optimization
  • 1031 exchange chain planning

Tax Savings Breakdown:

Cost segregation (8 properties): $412,000
Material participation status: $84,000
Repair allocation optimization: $38,000
Entity structure efficiency: $22,000
First Year Savings
$556K
Annual Fee (Tier 3)
$60,360
ROI
9.2X

See If You Qualify for Tax Architecture

15-minute qualification call. We'll tell you if you meet the requirements and what your savings potential looks like.

Call (888) 450-3451)

Mon-Fri 9AM-6PM EST. We'll tell you honestly if Tax Architecture is right for your situation.