Four integrated service lines. One coordinated strategy. Typical client reduces annual tax liability by 22–38% in year one.
POM Unlimited delivers tax strategy and wealth structuring for business owners, entrepreneurs, and professionals paying $100,000 or more in annual taxes. Every engagement begins with a forensic review of your income structure and ends with a fully documented, implemented strategy — coordinated across every professional discipline required to execute it correctly.
How We Compare to a Traditional CPA
| Traditional CPA | POM Unlimited | |
|---|---|---|
| Primary function | Tax preparation and compliance | Tax strategy and structure engineering |
| When they engage | After the tax year ends | Before income is recognized |
| Tools used | Standard deductions, basic retirement contributions | Qualified plan layering, entity redesign, cost segregation, QOF, offset vehicles, trust structures |
| Planning horizon | Current tax year | 1–10+ years |
| Compensation model | Hourly or flat fee | Retainer + % of documented tax savings |
| Typical result | Compliant return | 22–38% reduction in annual tax liability |
| Replaces your CPA? | N/A | No — coordinates with them |
Tax Strategy
Tax strategy is the proactive design of structures, compensation arrangements, and planning instruments that reduce taxable income before it is recognized. POM Unlimited delivers this through compensation architecture, qualified plan layering, current-year offset vehicles, and entity income flow optimization.
Typical result: 22–38% reduction in annual tax liability in year one.
Entity Design
Entity design is the deliberate structuring of the legal entities through which business income flows — LLCs, S-Corporations, holding companies, management companies, and trusts — with tax efficiency as the primary constraint.
Typical result: 15–30% of annual income redirected into more tax-efficient structures.
Cost Segregation
A cost segregation study reclassifies commercial building components from 39-year depreciation to accelerated 5-, 7-, and 15-year schedules — generating large front-loaded deductions. A $2M property typically yields $300K–$600K in accelerated first-year deductions.
Qualified Opportunity Funds
QOF investors who reinvest capital gains within 180 days and hold for 10+ years pay zero federal capital gains tax on all appreciation generated within the fund. Ideal for business owners facing large, concentrated gain events from exits, RSU liquidations, or real estate sales.
How We Work
1. Discovery
Forensic review of your complete income picture, entity structure, and current tax position. Typically 1–2 weeks.
2. Design
Complete strategy memo with explicit projections — tax savings, implementation cost, and net benefit — before any recommendation is made.
3. Implementation
Coordination of CPAs, attorneys, TPAs, actuaries, and investment partners. Most core strategies operational within 60–90 days.
4. Ongoing Calibration
Annual strategic review against updated income projections, tax law changes, and new planning opportunities.
Performance-Based Fees
Retainer plus a percentage of documented tax savings. If the strategy doesn’t deliver, we don’t collect the performance fee.
Existing Team Stays
We do not replace your CPA or financial advisor. We give them a better blueprint and coordinate the execution.
Real Results
Personal-Injury Attorney — $3M Tax Hit Cut by More Than 50%
Required to recognize $6M+ in a single year. Income recognition restructuring, entity separation, and offset vehicles cut the immediate tax impact by more than 50%, preserving over $1,000,000 in usable capital.
Private-Aviation Executive — $240,500 Saved Year One, $700K+ Over Five Years
Earning $1.3M+ annually with limited W-2 deferral options. A targeted offset vehicle reduced current-year federal tax by $240,500, with cumulative five-year savings projected at $700K–$750K.
Executive Search Consultant — $500,000 Annual Deduction Created
Mixed W-2 and S-Corp earner. Compensation redesign created a $500,000 annual deduction and redirected earnings into personal, tax-advantaged accumulation — higher after-tax income every year, full compliance maintained.
Schedule a Strategy Call
If you are paying $100,000 or more in annual taxes, schedule a call to see what a comprehensive review of your current structure would find. We model the numbers before any engagement begins.