Founder, POM Unlimited
Michael Iskra is a tax strategist and business advisor specializing in advanced tax reduction strategies for high-income individuals, business owners, real estate investors, and closely held companies. Through POM Unlimited, he helps clients legally reduce unnecessary tax exposure by designing sophisticated planning structures that integrate business operations, entity design, insurance solutions, retirement strategies, and long-term wealth preservation.
Over the past two decades, Michael has worked with entrepreneurs, medical professionals, real estate developers, construction firms, consultants, and multi-generational business owners facing increasingly complex financial and tax situations. His work often involves collaborating with CPAs, attorneys, fiduciaries, and financial professionals to uncover overlooked opportunities for tax efficiency, asset protection, and strategic wealth retention — frequently identifying six- and seven-figure tax savings over time.
Michael studied business and finance at Cal Poly and brings a multidisciplinary background in business operations, consulting, and strategic advisory to his work with affluent individuals and complex privately held businesses.
Tax preparation focuses on what already happened. Financial advising focuses on what to do with money after taxes. Neither function is built to redesign the framework so that taxes become something you engineer rather than absorb.
Michael’s approach is deeply analytical and relationship-driven. Every strategy he recommends is IRS-compliant, properly documented, and grounded in established tax code and case law. He models before he recommends — clients see exact tax savings, implementation costs, and net benefit before any structure is built.
Clients value his discretion, strategic thinking, and ability to connect the full financial picture rather than addressing taxes in isolation. The focus is not simply on preparation, but on proactive strategy — helping clients preserve more of what they build while positioning for long-term stability and growth.
Michael’s work spans three primary client groups, often overlapping within a single engagement:
Five problem-state areas where Michael focuses. Most engagements involve two or three of these working together — each one informs and amplifies the others.
Layered LLC, S-corp, C-corp, and management-company structures built around your actual tax exposure — ownership-class planning, reasonable-compensation analysis, and holding-company structures for operators running multiple entities or approaching a liquidity event.
Roth conversion sequencing, IRA optimization, and RMD planning for high-income earners whose tax-deferred accounts are about to become a tax liability rather than an asset.
Executive bonus plans, non-qualified deferred compensation, and split-dollar arrangements let owners and key executives build meaningful benefits outside the qualified-plan ceiling — with selective participation and tax efficiency.
ESOP transitions, QSBS planning, capital-gains deferral on business sales, and succession structures designed to protect both the seller’s outcome and the continuing entity.
Irrevocable trusts, spousal lifetime access trusts, family limited partnerships, and generational transfer structures coordinated with entity and tax planning from the start — not bolted on after the fact.
Book a strategy call to see what’s possible for you.
Best fit for business owners with $100,000+ in annual tax liability.
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