Tim Voorhees, JD, MBA, is a tax lawyer and investment adviser based in Irvine, California. He is the president of the Registered Investment Advisory firm at Voorhees Family Office Services.com and the managing partner of the seven-attorney tax law firm at CopenbargerVoorhees.com. Tims software company, Family Office Technologies, maintains a broad array of Web-based software modules used by financial and legal professionals nationwide for developing tax planning illustrations and implementing advanced portfolio and estate design strategies. Tim has led teams that have developed hundreds of Family Wealth Blueprints® for high-net-worth clients. Tim teaches a two-day Zero-Tax Institute for advisers interested in learning how to integrate the most effective zero-tax planning tools into financial and estate plans. He regularly speaks at national conferences and contributes to a variety of industry publications. Advisers seeking more information about zero-tax planning and related topics should feel free to email Tim at email@example.com.
Like what you see? Make sure you're getting it all