A Quieter Way to Think About Your Tax Strategy.

The Pilot’s Advisor can refer individuals to various third-party professionals who make unique or proprietary tax strategies available to investors. These strategies may not be appropriate for all investors. When employment of these strategies results in the generation of a tax credit, a portion of this credit is shared with the third-party professional in the form of a fee. These third-party professionals then can share a portion of the fee with The Pilot’s Advisor. This arrangement presents a conflict of interest, as The Pilot’s Advisor is incentivized to recommend these third-party professionals and the use of their proprietary tax strategies based on the compensation that can be received. No client is under any obligation to use the services of any recommended third-party professional. Questions regarding the appropriateness of a particular strategy to an investor’s individual circumstances should be directed to the professional(s) of the investor’s choosing.

The Pilot’s Advisor, LLC and Excel Empire are separate, independent companies. The Pilot’s Advisor, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.

This page is for educational purposes only. Nothing on it is legal, tax, accounting or investment advice. Every tax situation is different, and your results will depend on your own facts. Past results do not guarantee future outcomes, and no particular tax outcome is promised. Booking a session does not create an advisory, fiduciary or client relationship with Excel Empire. That relationship begins only when you sign an engagement letter.

Excel Empire and The Pilot’s Advisor are not affiliated with, or endorsed by, any airline or pilot union.