Bill Voss, Founder The Voss Law Firm, P.C.

Professional Reference: Isaac Salcido
Referred by Bill Voss, The Voss Law Firm, P.C.

My name is Bill Voss. I am a seasoned attorney practicing litigation for more than 20 years. In my two decades of professional work I have been asked for references several times. This particular reference is met with enthusiasm because of the person receiving it - Isaac Salcido - who is not only a true professional, but also a special human.

In the complex and often high-stakes world of financial, tax, and retirement planning for high-net-worth (HNW) individuals and business owners, few professionals stand out as consistently reliable, deeply knowledgeable, and unwaveringly ethical as Isaac Salcido.

Over the years, I have had the privilege of observing and collaborating with Isaac on numerous sophisticated planning engagements, and I can unequivocally state that he represents the gold standard in advanced wealth strategy design. His work is not merely transactional; it is transformative, helping clients preserve and grow generational wealth while navigating the intricacies of an ever-evolving regulatory landscape. Isaac Salcido’s expertise is broad yet profoundly specialized, making him an invaluable resource for clients facing multifaceted financial challenges. He excels in advanced tax planning, crafting strategies that minimize liabilities through legitimate, forward-thinking structures that account for current laws, anticipated changes, and individual circumstances.

Whether optimizing deductions for operating businesses, leveraging depreciation on large real estate holdings, or integrating charitable vehicles for tax-efficient giving, Isaac approaches every scenario with precision and creativity—always within the bounds of full compliance.

One of his signature strengths lies in strategic retirement design. Isaac is a master at engineering retirement plans that go far beyond standard 401(k)s or IRAs. He specializes in pension engineering, including fully insured 412(e)(3) plans, traditional defined benefit (DB) structures, cash balance plans, and hybrid designs that allow business owners to accelerate contributions dramatically— often far exceeding the limits of conventional retirement vehicles. These plans not only provide substantial tax-deferred growth but also serve as powerful tools
for business succession and wealth transfer. For clients with unpredictable income streams or those looking to “catch up” on retirement savings in their peak earning years, Isaac’s designs are game-changers.

When circumstances warrant, Isaac thoughtfully incorporates offshore planning and foreign trusts into comprehensive strategies. This is never a blanket recommendation but a carefully vetted option for clients with legitimate international exposure, such as expatriate income, foreign investments, or multinational operations. His approach ensures transparency with reporting requirements (e.g., FBAR, Form 3520, FATCA) while maximizing asset diversification and protection where appropriate. Isaac’s prowess extends seamlessly into high-level estate planning and asset
protection. He constructs layered trusts, family limited partnerships, and irrevocable vehicles that shield wealth from potential creditors, lawsuits, or unnecessary taxation upon transfer. For families with substantial real estate portfolios, operating companies, or international assets, Isaac’s plans provide ironclad safeguards without sacrificing control or liquidity.

What truly sets Isaac apart is his uncompromising compliance-first approach. Everything he designs is 100% IRS, ERISA, and FINRA aligned. No shortcuts, no gray areas. In an industry where aggressive or questionable tactics sometimes surface, Isaac refuses to entertain anything that could jeopardize a client’s long-term security. His structures are built to withstand audits, regulatory scrutiny, and legislative shifts, giving clients profound peace of mind. This ethos of integrity is non-negotiable and permeates every recommendation he makes.

Isaac works almost exclusively with high-net-worth clients, successful entrepreneurs, real estate investors, executives, professionals, and multigenerational families, who have businesses, real estate portfolios, international assets, or complicated tax needs. These are not straightforward cases; they often involve seven- and eight-figure net worths, cross-border considerations, blended families, or philanthropic goals intertwined with wealth preservation. Isaac thrives in this environment, delivering bespoke solutions that align with each client’s unique vision for legacy and lifestyle.

A hallmark of Isaac’s practice is his exceptional ability to coordinate multidisciplinary teams. He serves as the central strategist, seamlessly
orchestrating input from CPAs, attorneys, actuaries, estate planners, and family office professionals. Rather than operating in a silo, Isaac fosters collaboration, ensuring that tax strategies dovetail perfectly with legal structures, actuarial projections, and investment oversight. This quarterback role eliminates gaps, reduces inefficiencies, and produces holistic outcomes that no single advisor
could achieve alone.

Finally, confidentiality is sacred in Isaac’s work. He treats every case with extreme discretion and professionalism, understanding that his clients often entrust him with their most sensitive financial details. Discussions remain private, documents are handled with the utmost care, and relationships are built on trust that endures for decades.

In summary, Isaac Salcido is more than a financial advisor, he is a trusted confidant and architect of enduring wealth strategies. For any high-net-worth individual or family seeking sophisticated, compliant, and personalized planning in tax optimization, retirement acceleration, estate preservation, or asset protection, I recommend Isaac without hesitation or reservation. His blend of technical mastery, ethical rigor, and client-centered focus is rare, and the results speak for themselves: optimized wealth, minimized risk, and legacies secured for generations.

Kindest regards,
Bill Voss
Founder
The Voss Law Firm, P.C.
www.VossLawFirm.com

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