TAX TRIFECTA ANALYSIS
Lower Taxes. Build Wealth. Protect What Matters.
Ready for a smarter financial structure built for the way you actually earn money?
Whether you’re self-employed, a licensed realtor, or running a small business, the Tax Trifecta Analysis™ is a personalized strategy designed to help you pay less in taxes, grow your assets, and protect what you’ve built. Start with a free Discovery Call to see if it’s a fit.
What is the Tax Trifecta™
The Tax Trifecta™ is a strategic, three-part approach that aligns your income, asset growth, and legacy planning so they work with - not against each other.
Tax and Accounting firms notoriously focus on the present picture and lack education in tax law, money mindset, and asset management. At AMD we utilize the Tax Trifecta to educate our clients on short-term, cost-saving strategies while creating a shared vision for long-term wealth planning.
It covers three key areas:
How You Earn Money
How You Grow Your Assets
How You Protect Your Legacy
The result is a simple, integrated tax strategy that evolves with you—allowing you to keep more of what you earn at tax time while intentionally and confidently building generational wealth.
“We guide our Trifecta clients in uncovering thousands in annual tax savings, eliminating costly inefficiencies, and walking away with more peace of mind regarding their financial future. The Tax Trifecta Analysis is simply smarter, more strategic business planning. We help create the opportunity for generational wealth building while capitalizing on the here and now. ”
– MARK DUTTER, FOUNDER & CEO
How is the Tax Trifecta™ Different Than Other Tax Planning Strategies
The tax strategies that actually make a difference in people’s lives, things like using legal entities the right way, layering in trusts, and aligning your income and assets to lower your tax burden, are usually reserved for the ultra-wealthy.
We think that’s bullshit.
These aren’t secret loopholes. They’re legal, accessible tools sitting in the tax code. You just need someone who knows how to use them. That’s where we come in.
As an experienced accountant with a Master of Laws in Tax Law degree, AMD founder Mark Dutter understands the tax code deeply, and is wired to ask better questions—the kind most accountants don’t even think to ask. It’s not just about filing your taxes and calling it a day. It’s about designing your financial future in a way that keeps more money in your hands now, and protects it for later.
Hardworking people shouldn’t be financially penalized by massive tax bills, nor should they be kept in the dark about the plethora of strategic financial maneuvers available to them. The Tax Trifecta™ takes care of that.
If you’re making money, you deserve to know how to keep more of it—and how to protect what you’ve built.
How Does the Tax Trifecta™
Work
Gather your questions, meet with Mark Dutter, and start unlocking a brighter financial future through the power of a holistic tax strategy. Kick-Off the process with a free 15-minute Discovery Call.
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We route all of your income sources, from W2s to 1099s, rental income to investments, and anything else you’ve earned. Then, we look at how that income is tracked and taxed to unveil often overlooked tax strategies that can save you more money right now.
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Half the battle people face is lack of education about what is available to them. If you’re operating as a sole proprietor or LLC, we may show you how converting to an S-Corp could reduce your self-employment tax. If you're paying yourself inconsistently, we help you clean that up. If you own rental properties, have children, are thinking about setting up a retirement account, or plan to acquire new assets in the near future, we help you set it up correctly from the start - so you’re not scrambling to recover missed opportunities years later. This is how you start building long-term wealth.
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Here’s the part most accountants skip. We show you how to run both your active and passive income through a trust so everything you’re building is protected, efficient, and set up for the long haul. It's a simple structure that makes a big difference for your family now and for generations after.
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With a clear picture of your income and assets, we breakdown how to make them work together. We explain how a revocable living trust helps protect your home, savings, and business if something happens to you. It's a simple structure that makes a big difference for your family.After discussing your income, assets, and wealth-building goals, AMD gets to work. You’ll receive a detailed report outlining how all the pieces of your financial life connect: how your business(es) makes money, how you keep more of it, where to invest it, and how to protect it. We’ll set up prioritized action items and regular check-ins to ensure your plan grows with you.
This is not a ‘set it and forget it’ scenario; once we’ve gotten this far, AMD is in your back pocket for whatever tax-related item or question you have going forward.
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Looking for bookkeeping, payroll, or monthly reports? We offer full accounting services if and when you need them.
Testimonials
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“AMD took the time to build a clear, personalized tax strategy for me and my husband that not only addressed our immediate needs but also positioned us for long-term growth and legacy planning. Mark helped us navigate our business finances in a way that maximized our opportunities and took full advantage of current tax laws, ultimately saving us a significant amount this year."
Jennifer Moran, ATL, KW Realty Signature Source
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"As a full-time realtor, working with AMD has been a game-changer for my business. Their team helped me restructure as an S-Corp, saving me money and giving me more control over my finances. They’re proactive, responsive, and always provide valuable insight before I even know I need it."
Kendra Monroe, KMB Homes
