The Tax-Smart General Partnership was born from an untenable environment of taxation and litigation that has been fostered in California over the past few decades. The narrative today is that you must leave California to protect your assets from the threat of exorbitant taxation and endless litigation. 

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We vehemently oppose this narrative and have chosen to take such a bold opposition, that we can say confidently, there is no other opportunity in the world that can deliver the protection from these threats as the Tax-Smart General Partnership.

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We have charted a new path forward that allows California residents to claim their rightful exemptions of personal assets and then we have created an Investment General Partnership that uses those same exemption rights to protect each general partner from the unlimited risks that are typically innate within a general partnership. We have then carefully structured the partnership in a manner that each general partner will have a voice in the operations and investments of the Partnership. The investment thesis of the Partnership is to seek investment opportunities that will generate significant benefits for the environment and the general public while maximizing the current legislative tax initiatives/incentives to ultimately provide each General Partner with a maximum tax-adjusted ROI.

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In order to create the protections we have some specific requirements that all General Partners must adhere to;

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REQUIREMENTS TO BE ADMITTED AS A GENERAL PARTNER

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• Only a Private Retirement Plan Trust will be admitted as a General Partner

• The PRP Trust MUST have supporting calculations for the plan funding as part of the administration

• The minimum investment is $500,000

• All general partners must have a documented taxable income of $1,250,000+

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