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Sidepocket Premier Tax Planning.

Whether you’re planning for high earned income, capital gains, or something else, we can help you reduce your taxes by 50% or more.

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*Exclusive to Sidepocket Clients in the Premier section of the Sidepocket app.
“The process to create the will is straight forward. Trust & Will follow up with me via email reminder of what I need to do next.”
- L. Phan, Trust & Will customer

50%

Reduce your income or capital gains taxes by 50% or more

$904M +

In charitable contributions facilitated with trusts

$772M +

Gains with tax-planning trusts, energy tax credits, and more

Reduce the taxes on your income, no matter what kind.

Our tax-advantaged trusts help you reinvest your earnings pre-tax to grow your nest egg faster. With Sidepocket’s Premier Tax Planning service, you can strategize, calculate the potential gains, and execute your plan — all in one seamless experience.

Double your returns (or more!) with Proactive Tax Planning

Tax Deferral + Investment Growth

When you sell your business with a tax-advantaged trust, you’ll owe no capital gains taxes on the proceeds — saving you 20 to 40 percent. And that’s just the start. Reinvest the savings and you could double your returns over the long run.

Tax Smoothing

Instead of paying taxes on day one, on the full value of your business sale, you’ll pay on a smaller amount each year, as you take distributions from your trust.

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Tax Deduction

When you fund your trust, you’ll get an immediate deduction on your personal taxes for this year, worth 10 percent of the value of the assets you place into the trust.

No up-front cost

Because we’ve automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.

Minimal fixed fees

Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.

We make money if you do

Our interests are aligned: You’ll also pay us a small portion of the value of your trust assets every year, so our earnings go up only if ours do. We’re working for you.

Reduce or eliminate the taxes when you sell your business.

When you’re planning to sell, we can help you increase your returns by 60% or more.

Defer 100% of the capital gain taxes when you sell your business and reinvest the savings in your next venture, or for retirement. That’s the magic of tax-advantaged planning.

With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you’d otherwise owe when you sell. Reinvest those savings and watch your money grow faster.

Small-business clients earn 60% greater returns with trust planning.

Includes a complete set of documents. You will receive customized and unique documents tailored to your specific needs and wishes.

- NEW YORK MEDICAL GROUP

A group of New York doctors collectively deferred $12 million of taxes on a $40 million sale to private equity.

- GEORGIA INSURANCE BROKER

The owner of a Georgia insurance business is on pace to earn 140% greater returns in retirement.

- CALIFORNIA MARKETING BUSINESS

The founders of a California lead generation business managed to eliminate all of their federal and state taxes, totaling some 36%

How it works, from inquiry to closing:

The process is simple, and the benefits are huge. We’ll be by your side from beginning to end.

1. Choose and implement the right trust for you

We’ll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

2. Transfer your business (or part of it) to the trust

We’re with you every step of the way. Most business transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

3. Sell, defer tax, and reinvest the profits

You can line up and complete your business sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

It’s your biggest win yet. Make it even bigger with tax planning.

Whether you’re a founder planning for an exit or an employee optimizing for post-IPO growth, we can help you increase your returns by 60% or more.

Pay zero taxes when you sell your equity.

That’s the magic of tax-advantaged planning. With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you’d otherwise owe when you sell. Reinvest those savings and watch your money grow faster.

Instantly download or ship your documents.

Instantly download your documents or request a complimentary shipment of your trust—included with your initial purchase.

Startup clients earn 90% greater returns with trust planning :

- SECONDARIES Employees of dozens of unicorns have been able to reduce the taxes on their secondary sales

- POST-IPO With simple post-IPO planning, an early Udemy employee reduced her tax bill by $3.3 million

- QSBS STACKING A team of co-founders at a New York fintech startup each doubled their QSBS exemption with a QSBS stacking trust

How it works, from option exercise to IPO

The process is simple, and the benefits are huge. We’ll be by your side from beginning to end.

1. Choose and implement the right trust for you

We’ll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

2. Transfer your equity (or some of it) to the trust

We’re with you every step of the way. Most equity transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

3. Sell, defer tax, and reinvest the profits

You can line up and complete your share sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

Invest in your future — and the planet’s

If you’re a high earner, you’ve likely maxed out your traditional tax-advantaged accounts. Take the next step by writing off up to 90% of your total income with federal green energy tax incentives.

Reduce your taxable ordinary income by up to 90% with Federal Investment Tax Credits

Write off most of your income with ITCs

With an investment in select Congress-approved infrastructure projects, you could reduce your tax bill by 75% or more.

- 40%-70% UP-FRONT TAX CREDIT

Congress wants you to invest in solar infrastructure. To make it worth your while, you’ll get a massive up-front tax credit.

- DEPRECIATION

This is a physical asset, so you’ll also get to write additional depreciation off of your federal and state taxes.

- REVENUE SHARE

Because you are investing in functioning infrastructure, you’ll also earn revenue as the project sells the energy it produces.

Tech workers, law firm partners, bankers, and others with high ordinary income have reduced their taxable income by as much as 85% with Federal Investment Tax Credits!

How to reduce your ordinary income taxes with Investment Tax Credits

The process is simple, and the benefits are huge. We’ll be by your side from beginning to end.

1. Choose an amount

Work with us and our accounting partners to target the proper amount of tax credits and the corresponding investment size.

2. Execute the documents & transfer funds

This part is easy. Using our simple online process, complete the required paperwork and finalize your investment in minutes.

3. Earn tax credits, deductions, and revenue

Here’s the fun part: You’re entitled to up to 70% federal tax credits, 25% depreciation, and 100% of your investment returned in annual earnings.

Alternatively, If you give regularly, reduce ordinary income taxes to $0 with a CLAT

Earn a 100% tax deduction with a CLAT

With a tax efficient Charitable Lead Annuity Trust (CLAT), you can bring forward future charitable deductions to write off 100% of the income you’ll earn this year.

- WRITE OFF 100% OF ORDINARY INCOME

Like an IRA or 401(k), a CLAT allows you to contribute earnings pre-tax, so you owe nothing this year.

- FLEXIBLE, LONG-TERM PLAN

Choose the trust term that works for you, include the beneficiaries you want, and invest in virtually any assets you want.

- WIN WIN

You’re not the only one who wins with a CLAT. In addition to collecting a lump sum at the end of the trust’s term, you’ll get to donate a small amount annually to the charity of your choice.

Eliminate your family’s estate tax with GRATs

If you expect your family to go over the federal estate tax exemption, advance planning can help you eliminate millions of dollars of taxes and increase returns by 60% or more.

Keep more of your wealth in the family with a Grantor Retained Annuity Trust

Simple, short-term strategy

With our optimized rolling, zeroed-out GRAT strategy, you can pass millions of dollars to your heirs free of estate tax.

- SIMPLE SET UP

GRATs are among the simplest vehicles we offer. Set up your trust in under an hour, and we’ll help you transfer your assets.

- FLEXIBLE INVESTMENT

Put your money to work just as you would have before.

- TAX-FREE INHERITANCE

Any growth above the IRS’s statutory interest rate will go to your heirs free of estate tax. You’ll receive the remainder back as an annual distribution.

Clients have earned an extra 60%, on average, with GRATs

With Sidepocket, you can set up your tax savings plan quickly, without the high-priced team.

Process:

1. Options: Find the plan for you

Access a deep knowledge library, you can learn as much — or as little — as you want. Overviews, case studies, technical walkthroughs, and more. Use guided planning tools, calculate the potential gains, and choose the right strategy.

2. Execute: Get your customized legal documents

Generate your personalized, legally valid documents, at no cost and in under an hour.

3. Profit: Tax-optimized earnings

Trust administration, managed tax-advantaged accounts so you can focus on what matters: living your life.

Proven results and real impact.

Others have created hundreds of millions of dollars of additional gains with these tax planning solutions. And they’ve been able to commit even more to charity.

$772 million + in additional gains created with tax-planning trusts, renewable energy tax credits, and more.

$904 million + in charitable contributions facilitated with charitable trusts.

START SAVING TODAY!

Just follow these next steps…

Download the Sidepocket app

Download the Sidepocket Mobile App on iOS or Android stores. Sidepocket is currently only available for U.S. based customers.

Sign up for a subscription

Once you have the SIdepocket app, sign up for one of our subscriptions: Sidepocket All-Access, or Sidepocket LITE.

Get access to our Exclusive Partners

Our exclusive partnerships will be available for subscribed clients in the Sidepocket Premier section of the app.

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