Beverly Hills tax strategy and wealth structuring for business owners and entrepreneurs paying $100,000 or more in annual taxes. We don’t prepare returns — we redesign the framework that decides the number before one is ever filed.
You already have a CPA. You already have a financial advisor.
What you don’t have is someone engineering the tax strategy — someone who looks at your complete income structure and builds a framework that protects wealth before it’s taxed away.
POM Unlimited works with business owners, entrepreneurs, and highly compensated professionals who pay $100,000 or more in annual taxes. The typical client reduces annual tax liability in year one through a coordinated strategy spanning tax strategy, entity design, compensation design, succession planning, exit planning, and estate architecture.
Multi-entity operating companies generating $10MM to $50MM in annual revenue. You've built something real, but every dollar you take home is crushed by taxes. We redesign how income flows through your entities — LLCs, S-Corps, holding companies, and management entities — to increase what you keep.
Attorneys, physicians, executives earning $500,000 to $2MM annually. Large W-2 income with limited relief options from traditional planning. We create compliant structures that redirect earnings into tax-advantaged accumulation without changing your compensation or employment terms.
Founders, executives with RSUs, bonuses, or exits creating concentrated, taxable income in a single year. We model strategies to soften the immediate hit and preserve usable capital for what comes next
Every POM Unlimited engagement is built on one overarching discipline — tax strategy. Within it, five pillars do the structural work.
The deliberate structuring of the legal entities through which business income flows — S-Corps, management companies, holding structures, and trust integration — with tax efficiency as the primary constraint.
Roth conversion strategy, IRA tax planning, and RMD sequencing for large retirement accounts. A multimillion-dollar qualified balance is a deferred tax liability, not an asset — we restructure when and how it is recognized.
Owner-funded bonus arrangements, nonqualified deferred compensation, and split-dollar structures that move compensation into tax-advantaged vehicles beyond the qualified-plan ceiling.
QSBS planning, capital-gains structuring, installment sales, and Qualified Opportunity Funds — structuring a sale or transfer before the gain event, while the tax outcome is still controllable.
Irrevocable trusts, generational transfer, valuation discounts, and estate-tax mitigation — structuring how wealth passes to the next generation while minimizing transfer and estate tax.
We perform a comprehensive review of your complete income picture, entity structure, and existing advisory relationships. No generic questionnaires — a detailed look at where money flows and where it's being lost.
We model tax savings and cash flow scenarios before recommending any structure or product. You see exactly how much you'll save, what implementation costs, and what the net benefit looks like — both in year one and over a 5- to 10-year horizon.
We coordinate every moving part with CPAs, attorneys, third-party administrators, plan carriers, actuaries, and investment partners to execute the strategy correctly. Nothing gets built without proper compliance and documentation.
Your income changes. Tax law changes. We recalibrate annually to ensure the strategy keeps working as your business and wealth grow.
Required to recognize $6M+ in a single year. Income recognition restructuring, entity separation, and offset vehicles preserved over $1,000,000 in usable capital. Future revenue now flows through a more efficient, compliant framework.
Earning in excess of $1M annually with limited W-2 deferral options. A targeted offset vehicle reduced current-year federal tax by $240,500, with cumulative five-year savings projected at $700,000–$750,000 without changing his compensation structure or employment terms.
W-2 wages and S-Corp distributions both taxed at top marginal rates, with no structure in place to offset them. Implementing a Private Reserve Account created a $500,000 annual deduction (roughly $250,000 in actual tax saved), while building a tax-advantaged reserve he controls.
CPAs focus on compliance—preparing returns, meeting deadlines, documenting what already happened. That’s their job, and they do it well.
Tax engineering is different. It requires modeling complex structures, coordinating multiple advisors, and building frameworks before income is recognized. Most CPAs don’t have the time, tools, or incentive structure to do that work.
We give them a better blueprint to work from. Your CPA remains the preparer and compliance expert—we handle the strategy and coordination.
You see the exact tax savings, costs, and net benefit before anything is implemented. No surprises, no generic pitches.
We often structure fees as a retainer plus a percentage of documented tax savings. If the strategy doesn't work, we don't get paid the full fee.
POM Unlimited was founded by Michael Iskra after years of working inside private companies as a CFO, controller, and consultant. I watched business owners work incredibly hard, generate real revenue, and then lose a disproportionate amount to taxes – not because they were doing anything wrong, but because no one was engineering the structure.
Tax preparation focuses on what already happened. Financial advising focuses on what to do with money after taxes. Neither role is built to redesign the framework so taxes become an input you control.
POM Unlimited exists to bring family-office-level tax and wealth structuring to business owners and professionals who aren’t big enough for a traditional multi-family office but need far more than standard CPA compliance.
Yes. Every strategy we implement is IRS-compliant, properly documented, and supported by decades of tax code and case law. Complexity does not mean noncompliance - it means we're using the full scope of legal options.
No, if properly structured. Audits are triggered by inconsistencies, missing documentation, or aggressive positions that lack support. We build every structure with documentation, third-party administration, and clear compliance protocols.
We typically structure fees as a retainer plus a percentage of documented tax savings. If the strategy saves you $300,000 in taxes, our fee is a fraction of that - and you still keep the majority of the benefit.
No. We work alongside your existing team. Your CPA remains the preparer and compliance expert. Your financial advisor continues managing investments. We coordinate the tax strategy and ensure everyone is working from the same blueprint.
If you own a business generating $10M or more and you’re paying $100,000 or more in annual taxes, schedule a call to see what a complete review of your structure would find. We model the numbers before any engagement begins.
Leave a message and we will get back to you.
