The Trifecta System: How The Rich Avoid Taxes
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Where does a holding company fit in the trifecta
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That was full of important info, thanks man! Learned a lot today
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Such an insightful analysis here. Thanks a lot, Mark! Gosh… the first time someone explained the “trifecta system” to me, I swear I sat there like I had just discovered the director’s commentary for the entire U.S. tax code. I remember thinking, “Hmmm… so you’re telling me wealthy folks aren’t just filing taxes… they’re architecting their lives?” Because once you see how they combine an LLC for operations, an S‑Corp for income strategy, and a holding company for ownership and protection, it feels like watching someone play 4D chess while you’re still trying to remember how the knight moves. And the wild part is, none of it is shady—it’s just structure, timing, and understanding the rules the way the rule‑makers intended. I walked away from that conversation feeling like I had been paying retail taxes my whole life while the rich were out here stacking coupons. Once you see the trifecta, you can’t unsee it… it changes the way you look at every dollar you earn.
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do you pay capital gains when you transfer your home into a trust? asuming you bought your house a few years prior than creating the trust
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Can you please cite specific tax codes that make what you're claiming real? For instance, how you can have tax-advantaged accounts (IRA, HSA, etc.) in a living trust. A trust can be a beneficiary but not own the accounts. Also, the relationship between s-corp and W2 income. Are you stating compensation as and employee of the s-corp or other W2 income?
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The IRS apparently in
Moore v. United States (2023)
US Supreme Court
Taxes on unrealized capital gains
Wealth tax
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Totally disappointed they opened a trust but they failed to confirm the property description so now I have to find a title company to correct it. I found these people on YouTube big mistake if I was you I’ll choose someone else.
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If I already have an LLC can I turn it to a holding company or do I have to open new LLC the correct way?
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the rich don't work for money, they work for assets and tax efficiency
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00:01 - Introduction to the Three-Part System
Do you have any office in Tulare county or Fresno area. I need guidance to protect my assets
02:03 - The Trifecta Framework
06:37 - The Origin Story
yee just go and buy a building than another and another
10:43 - Basic Trifecta Diagram
14:51 - Importance of a Revocable Living Trust
I wonder if this approach would work outside of America?
#Taxes #avoidtaxes #paylesstaxes #wealth #tax #realestateinvestment #Markjkohler #KKOSLawyers #markjkohlerLIVE #Entrepreneur #rentalrealestate #taxplanning #smallbusiness #taxlaw
You mentioned you manage the LLC or S corporation, but whose name is in the LLC? If you own the LLC and manage it in the same time, the judge may void that LLC in some state. Is that true?
More User Perspectives
God bless you all.
@briandrake6881Thanks for the financial and tax information Mark J Kohler.
@craigbouwers6051Getting an attorney to setup the Trust, when you can't trust any attorneys is the problem. They always sneak in some POA in there so they can steal everything from you. Watch the movie "I care a lot".
@stickybandit2346Also don’t use chicken scratch to explain. Too sloppy to read
@travissmith383Your explanation is confusing. Keep it simple
@travissmith383Sorry to hear your parents had PD & Alzheimer’s I’m dealing the same it’s 😢. Been following you more than a decade still great info. I’ve used KKOS they are top notch, don’t try to sell you stuff you don’t need, reasonable for small businesses. Trustworthy.
@Beehivebee22Problem with s corp is it's very expensive to run it the IRS wants you to delete your company's chekcing accounts to zero then you have to take salary on top of it which is impossible to do at once.
@FLORIDIANMILLIONAIREThis was tried by Wesley Snipes.
@patrickkeating5329In Texas, if a 100% disabled veteran, who is exempt from property taxes, transfer the title of the property into the Trust, will they property tax exemption be terminated? As the home is now in a different entity. Thoughts?
@jcSoldhomeswill be calling your office soon
@HealthByLandeeLLCHe is talking about a topic for far too long. It’s simple put all your business activities into LLc, make s corp that you own a partner into those LLC. Pay your self salary from s corp ( usually 50 perfect of your profits) rest of the profits you do not pay social security tax, Medicare tax, unemployment tax but you are still responsible for paying federal taxes. Remember this 90 percent of us will have to pay taxes no matter what you do. You can save some money into tax but it will never be eliminated or it’s not going to be as great as this people on internet are selling to you. One more advice stop buying this classes online most of them are full of bull.
@kennyp3879Awesome information -wish I'd find you sooner Mark! What service do I call for the Trifecta Consultation? Thanks!
@bamamojo9659They buy the politicians. Done.
@markclipsham9199Minutes of bullshit.....
@ezek3416How much does this cost? Love to set it up to grow my earning.
@suzieq-thefiveyearplan261dose the R L C has to have EIN number or no ?
@shorak4173But… how do we know the trust is carried out properly after the trustee / owner of the house dies?… with the probate there is the judge, the court, the lawyer… who overseas the trustee?…
@user-bms4y2jeio5wliYO STOP TALKING SO MUCH AND GET TO THE POINT
@arhianalbis918Talk heads.. BS video..
@favs352116:20, since the LLC owned the building, did the lawsuit go to it since your law firm didn't get hit with it?
@salportillo3246so are the trusts you are pushing for Statutory or Non-Statutory?
@Brando550Your system makes the world a better place!
@ComputerLink-o8t7:54 Where the video starts
@MarkBarefield-k8rNot everyone has their own business. Most people have a career. This video is not useful at all.
@allib9742Jesus.. he just scrambled and said nothing ..
@nam1418Can u explain more about trust?
@김재운-c2tSo
Who owns llc?
1: can you put your home in a revokable trust if you don't have it paid off yet? 2: can you convert your Revokable to an IRRevokable at any time?
@ebonywwalkeru2ubeHe love to hear himself talk, when working with intellects we need information not entertainment
@michaelpITHello,
I just purchase a triplex under my landtrust name and beneficialy of the trust is my WY LLC with no EIN # which will be a owner accuplied 2 of the units. Should I become my own tenant and start paying my self a rent or report it as a Primery resident.
did i hear correct? $1500 for a consultation?
@blackdiamondrobOr PAY TAXES, wealthy people, because you enjoy the benefits and infrastructure from taxes like the rest of us and its a far less burden for the wealthy than the struggling lower classes that you have unfairly burdened with this responsibility. Luxury welfare is absurd.
@marz9676unscrupulous lawyers can just SUE the trust?!! especially for outside liability like car accident. Why not irrevocable trust to leave real estate to kids?
@LAKitchenSo why use a trust over yourself? Any real benefit ? An llc works just fine to keep you from personal loss right?
@Chueng7366Thank you! Structure is everything!
@JanetM-ro6xcYeah you never pay taxes but your putting your CPA's kids through collage
@stu1064