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For CPAs, Attorneys & Advisors

Bring Tyler In Alongside You.

Tyler Ostrovsky designs tax strategy and advanced life insurance plans for high-earning clients, coordinated with the CPA, attorney and advisor already on the case. The client stays yours.

Refer A Client Talk To Tyler First

Where Tyler Fits

Your Lane Stays Yours.

Tyler works on the part of a high earner's plan that sits between the tax return, the legal documents and the portfolio: how income is taxed, how retirement money comes out, and how insurance can protect and redeploy what the plan saves.

What Tyler Brings

  • Tax strategy design for clients earning $500K or more
  • Cash balance and defined benefit plan design, with a third-party administrator
  • Advanced life insurance design, including premium finance, IUL and PPLI
  • Retirement income and plan-exit tax planning
  • Estate and charitable planning, coordinated with counsel

What Stays With You

  • The CPA prepares and files the return and reviews every strategy first
  • The attorney drafts and signs off on the documents
  • The advisor keeps managing the portfolio
  • The P&C agent keeps the property and liability coverage
  • The relationship remains yours from start to finish

When An Introduction Makes Sense

Two or more of these usually means a conversation is worth having. One on its own may be worth keeping an eye on.

  • A business owner with a strong yearIncome well above $500K and most of it taxed at the top rate.
  • A sale on the horizonA business, practice or property sold recently or planned in the next few years.
  • Retirement savings that are mostly pre-taxA large 401(k), pension or cash balance plan and no plan for the tax on the way out.
  • A highly paid W-2 professionalPhysicians, executives with equity compensation, anyone paying six figures in income tax.
  • A professional athleteActive or recently retired, with a short, high-earning window and a team to coordinate.
  • An estate near the exemptionNet worth approaching the federal estate tax exclusion, $15 million per person in 2026.
  • Charitable intent without a structureRegular giving, or appreciated assets they would like to give, with no plan behind it.

Usually not yet: clients earning well under $500K a year. Most advanced strategies do not pencil out below that, and Tyler will say so.

The Foursome

Every plan is played as a group. Here is who does what once a client decides to go ahead.

Strategy

Tyler

Builds the Tax Advantage Scorecard and game plan, designs the plan and insurance pieces, and coordinates the timeline.

The Return

The CPA

Owns the return and the filing. Reviews each strategy before it is used, and nothing in the plan changes that role.

The Documents

The Attorney

Drafts or reviews trusts, entities and agreements, and signs off on anything legal.

The Relationship

You

Stays informed at the level the client chooses, is welcome in the key meetings, and remains the client's professional.

The Round Your Client Plays

Five meetings, each with a clear outcome. The client decides at every hole whether to keep going.

  1. 1

    Pre-Round Discovery

    A 30-minute conversation about income, goals and what the client already has, and a straight answer on fit.

  2. 2

    Course Assessment

    Tyler reviews what the client shares, such as returns, plan statements and policies. With permission, he may ask you for the pieces that are missing.

    Often involves you

  3. 3

    The Turn

    The Tax Advantage Scorecard and a written game plan, presented side by side with the client's current numbers.

    Best meeting to attend

  4. 4

    Back Nine

    Game Plan Activation: plan setup, applications and coordination with the CPA and attorney before anything is filed or signed.

    Involves the CPA and attorney

  5. 5

    19th Hole

    Onboarding once approved, then regular reviews as income, the tax code and goals change.

Refer A Client

Make The Introduction.

  1. 1You send the basics below. It takes about two minutes.
  2. 2Tyler contacts your client personally and mentions you. If a short call with you first would help, he will suggest one.
  3. 3Your client decides after the first conversation whether to go further.
  4. 4Nothing is implemented without the client's CPA and attorney in the loop.

Keep It High Level

A name, a way to reach them and a broad reason is all Tyler needs. Please leave out income, account values and tax details; Tyler gathers those from the client directly, with their consent.

About You
Your Client

An email or a phone number is enough.

Context

Timing, how you would like to be involved, or the best way to reach them. Please leave out account values, income and tax details.

Used only to make this introduction. Never sold, never added to a mailing list.

Questions From Professionals

Does Tyler replace the client's CPA, attorney or advisor?

No. The CPA keeps the return, the attorney keeps the documents and the advisor keeps the portfolio. Tyler designs the tax strategy and insurance pieces and brings them to those professionals for review before anything is filed, signed or funded.

Will I be kept informed after I refer a client?

Yes, at the level your client authorizes. Tyler asks the client early how involved they want you to be, and many clients want their CPA or attorney in the key meetings.

Can I join the meetings?

Yes, with your client's agreement. The Turn, where the Tax Advantage Scorecard and game plan are presented, and the Back Nine, where the plan is activated, are the two meetings where the client's other professionals usually add the most.

What if the client is not a fit?

Tyler says so on the first call. Most advanced strategies do not pencil out below roughly $500,000 of annual income, and he would rather tell a client that than stretch a plan to fit.

Does the introduction cost my client anything?

The first conversation carries no cost and no obligation. The client decides after it whether to go further.

Referring a friend or family member instead? Use the personal introduction form.