Trifecta Advisory Service – Tax Planning, Wealth Building & Asset Protection
Turn Your Business & Investments Into a Coordinated Wealth‑Building Machine
Most entrepreneurs juggle multiple entities and personal assets without a unified plan. That often leads to higher taxes, unnecessary liability and probate headaches. The Trifecta—developed by attorney and CPA Mark J. Kohler—is a simple, three‑part structure that ties your business, investments and personal estate together under one coordinated strategy. Implementing the Trifecta can help you lower taxes, protect assets and build generational wealth.
What Is the Trifecta?
The Trifecta is not a product; it is a framework for organizing your entire financial life. Picture a triangle with your individual tax return (Form 1040) in the middle and three sides representing your:
Revocable Living Trust – Your Foundation
A revocable living trust organizes your estate and keeps it out of probate court. It gives your heirs a clear roadmap, protects your family’s privacy and allows you to decide when and how your children inherit.
Holdings & Investments – Asset Protection
Real estate and other investments belong on the right side of the Trifecta. Each property or investment should be housed in its own limited liability company (LLC) to shield your personal assets from tenant or investor lawsuits. The trust owns these LLCs, ensuring all assets stay connected and properly managed.
Business or Side Hustle – Tax Planning Engine
Your business sits on the left side of the Trifecta. Operating through an LLC taxed as an S corporation allows you to split income between salary and profit distributions. Once your net profit hits roughly $50,000 per year, an S corp can save thousands of dollars in self‑employment taxes.
Then these three sides connect, you gain a coordinated tax and legal strategy that lowers taxes, protects assets and keeps your estate organized.
Why Entrepreneurs Choose the Trifecta?
Pay less in taxes: Coordinating your business and investment entities lets you reduce self‑employment tax and capture tax deductions that are often missed when operating as a sole proprietor.
Shield your assets: Properly structured LLCs protect your personal wealth from tenant lawsuits and other liabilities, and a trust keeps your estate private and out of probate.
Create generational wealth: A living trust and tax‑efficient business structure provide a roadmap for passing assets to your heirs while avoiding legal battles.
Stay organized: A single diagram ties together your companies, retirement accounts, properties and estate, giving you clarity about how each piece fits into your bigger financial plan.
Frequently Asked Questions
What is a Trifecta diagram?
Our diagram captures all of your assets, businesses, retirement accounts and estate and shows how they should be structured. It provides immediate structural changes and a roadmap for future actions to meet your goals.
What will I get from the consultation?
I will analyzes your situation, discusses future goals and converts your plan into a visual diagram. The diagram serves as a long‑term guide for building wealth and protecting assets.
Can you work with clients in any state?
Yes. I work with clients nationwide and have streamlined virtual consultations to serve entrepreneurs anywhere in the U.S.
Why Work With Tommy Brown, EA as your Trifecta Advisor
As an Enrolled Agent and financial professional in the St. Louis Area, Tommy Brown combines IRS expertise with the proven Trifecta methodology to help you achieve comprehensive tax savings and asset protection. Through the Trifecta Advisory Service, Tommy will:
Listen to your goals – whether you are starting a business, investing in real estate, or planning for retirement.
Map out your personal Trifecta – incorporating trusts, LLCs and S corps where appropriate.
Deliver a written Tax & Legal Implementation Plan – so you know the exact steps to take.
Coordinate with attorneys and CPAs – ensuring legal compliance and maximizing tax efficiency.
Provide ongoing support – because wealth planning is a journey, not a one‑time event.
Get Started Today
Ready to take control of your tax planning and asset protection? Let’s build your Trifecta and set you on the path to wealth and security.
Schedule a discovery call – Book a no‑obligation consultation to discuss your situation and determine whether the Trifecta Advisory Service is right for you.
Receive your Trifecta roadmap – Work with Tommy Brown and our network of attorneys to craft a personalized plan.
Implement and thrive – Put your plan into action, lower your taxes, protect what you’ve built and grow your wealth.
Don’t wait—the sooner you organize your entities and estate, the more you save in taxes and the safer your assets become. Book your discovery call now and start building your Trifecta today.