ARM 10 — FINANCIAL
TAX STRATEGY
Legacy Tax Intelligence
Legacy Tax Intelligence provides a tax strategy engine with capital gains modeling, trust tax analysis, and depreciation modeling. Services include step-up in basis planning, charitable trust tax strategies, property tax mitigation, and trust income tax planning. Entity choice optimization, 1031/721 exchanges, and installment approaches round out the proactive tax architecture. Paired with quarterly tax councils and annual legacy summits, Legacy Tax Intelligence ensures that wealth is preserved — not eroded — by uninformed tax decisions.
CAPABILITIES
Core Features
Tax Strategy Engine
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
Capital Gains Modeling
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
Step-Up in Basis Planning
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
Trust Tax Analysis
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
Property Tax Mitigation
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
Charitable Trust Strategies
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
Trust Income Tax Optimization
A core component of the Legacy Tax Intelligence infrastructure within the InheriTech ecosystem.
ECOSYSTEM INTEGRATION
Part of the InheriTech Universe
Legacy Tax Intelligence is one of 13 sovereign arms within the InheriTech ecosystem. Each arm serves a distinct purpose in helping families build, protect, expand, and pass forward generational wealth. Together, they form a comprehensive infrastructure where legacy meets technology.