Free Tax Reduction Guide
•
For $1M+ Portfolios
Advanced Tax Planning
A holistic plan for high-net-worth individuals and families to help lower tax obligations
“FAN’s guidance has helped my portfolio remain stable and grow.”
— Kathy, FAN Client
“Saved us thousands of dollars in taxes this year alone."
— Stu, FAN Client
What’s Inside
California-Specific Considerations
Understand the tax implications of West Coast residency
Tax and Retirement Planning
Increase tax efficiency by using the right retirement accounts for different assets
Structuring Business Income
Which deductions apply to which types of business structure
Charitable Giving and Wealth Preservation
How contributions are taxed in 2026
Property Tax Planning
Applicable deductions for high-income households
Wealth Transfer Planning
Managing trusts and intergenerational wealth
Read It, And You'll Know How To:
1
Optimize Your Business Structure
- Slash payroll taxes using S-Corp salary and distribution splitting
- Secure a 20% deduction on profits through Section 199A QBI
- Bypass the SALT cap by electing the 9.3% PTET at the entity level
2
Master 2026 Retirement Rules
- Claim “super catch-ups” to defer up to $35,750 for ages 60–63
- Navigate Roth mandates for catch-up contributions if earning over $150k
- Maximize Solo 401(k)s with new limits reaching up to $77,500
3
Conquer California Tax Complexity
- Neutralize the 14.4% rate by managing surcharges & uncapped SDI
- Avoid $1M-earner penalties by skipping safe harbors for 90% current-year pay
“Goes far beyond standard investment advice, providing a holistic roadmap for a secure and organized retirement.”
Brad, FAN Client