Schedule a "big case analyzer" webinar during which we review balance sheet, income tax, goals, and legal document information. We will display a Value Proposition grid showing how the benefits of plan should far exceed the cost.


See TimVoorhees.com

To sign up for a webinar, call 800-447-7090 to ask for Tim Voorhees or his staff. To have the most effective webinar, please provide "BIG DOCS" before the webinar. "BIG”Docs" include the Balance Sheet, Income Statement (or Income Tax Return) and Goals information, as well as legal documents for existing trusts or business entities.

We deliver much value on the $1000 webinars because we analyze documents before the webinar, provide interactive solutions during the webinar, and prepare a letter summarizing planning benefits after the webinar.  Please feel free to call or email to discuss.

I thought the webinar was very productive and met the expectations of my client. She is excited about the possibilities and was really blown away by the opportunity she has to redirect tax savings to family and favorite charities. I am excited to be working with you while learning a ton!
Darryl Chouinard, CLU, ChFC,
Founder & Partner, Capital Financial Services, Inc.
Thank you for leading the web meeting with my high net worth client. He was amazed with what you had to share about advanced income tax planning solutions. I am sure we will be doing something with him going forward.
Eric M. Swick, CPA
Swick & Associates, P.C.
Highlands Ranch, CO 80129

Tim Voorhees, a principal partner at Million Voorhees Ziebold LLP ("MVZ"), maintains a national wealth planning practice in conjunction with locally licensed attorneys in each jurisdiction where he practices. Tim Voorhees is licensed to practice law in Maryland, and he is admitted to practice before the US Tax Court; his practice is limited to Federal estate and tax planning issues. In California, Gary Million and Mark Ziebold oversee a team of attorneys that draft and help execute legal documents. Except when engaged to consult on federal tax issues, Tim Voorhees does not practice law in California. He manages Voorhees Family Office Services, Inc. ("VFOS") and its affiliated investment advisory firm registered to offer investment planning advice in all 50 states. VFOS supports MVZ by providing plan design, reporting, and case coordination services necessary to illustrate and implement the advanced planning techniques described in Tim's books, articles, and speeches.