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Disclosures

Legal Disclosures

Important notices regarding The Legacy Stronghold, this website, and all related materials. Please read carefully before relying on any content or submitting information.

Effective date: August 9, 2026 · Last updated: August 9, 2026

1. Summary notice (read first)

Nothing on this website is financial advice, tax advice, legal advice, accounting advice, or investment advice. All content is provided solely for general informational and educational purposes. You must not act or refrain from acting based on anything you read, see, or calculate here without obtaining advice from qualified, licensed professionals who know your full facts.

Results described or illustrated on this site — including tax savings estimates, effective rates, case studies, IRRs, wealth comparisons, counters, and “Tax Warhead” narratives — are illustrative, hypothetical, or based on limited past examples. They are not guarantees of any outcome for you. Past performance is not a guarantee of future results.

2. Not advice of any kind

Content published by The Legacy Stronghold (including this website, the interactive tax impact tool, case studies, FAQs, videos, still imagery, book descriptions, masterclass teasers, emails, SMS messages, calendars, and any downloadable or linked materials) is for general education and marketing only.

Without limitation, such content does not:

  • Constitute a recommendation that you buy, sell, hold, structure, elect, claim, or implement any strategy, product, entity, trust, credit, deduction, investment, or insurance arrangement;
  • Create an attorney–client, CPA–client, tax advisor–client, investment adviser–client, broker–dealer–customer, or fiduciary relationship;
  • Replace a personalized analysis of your facts, goals, risk tolerance, tax attributes, residency, entity structure, or compliance obligations; or
  • Constitute an opinion letter, private letter ruling, legal opinion, tax opinion, audit defense, or formal written advice within the meaning of applicable professional standards or IRS rules governing covered opinions / reliance.

You remain solely responsible for all decisions, filings, elections, structures, and economic outcomes. Always engage independent counsel, a licensed CPA or enrolled agent, and other qualified advisors as appropriate before taking action.

3. Not tax advice

This website and related materials do not provide tax advice. References to the Internal Revenue Code (IRC), Treasury regulations, IRS publications, safe harbors, elections, depreciation, credits (including energy / solar / ITC-type incentives), cost segregation, bonus depreciation, QBI, retirement vehicles, trusts, GST, estate tax concepts, family office structures, “Tax Warheads,” effective tax rates (including any illustration of a 7.21% or other rate), or similar topics are educational summaries and marketing illustrations only.

Tax law is complex, fact-specific, and changes frequently. State, local, and international tax rules may also apply. Whether any strategy is available, beneficial, or compliant for you depends on your complete facts and current law at the time of implementation and filing.

We do not warrant that any approach discussed will reduce your tax liability, survive examination, produce refunds, avoid penalties, or achieve any particular effective rate. Do not use this website to prepare tax returns or make tax elections.

Circular 230 / reliance notice (general): To the extent any communication from us could be construed as tax-related, it is not intended or written to be used, and cannot be used, by any taxpayer for the purpose of avoiding penalties that may be imposed under the Internal Revenue Code, and is not intended to support marketing or promoting any listed or reportable transaction. Seek advice based on your particular circumstances from an independent tax professional.

4. Not financial advice or investment advice

Nothing on this website is financial planning advice, investment advice, or a recommendation of any security, fund, insurance product, real estate deal, energy project, or commercial opportunity.

Mentions of retirement accounts, self-directed vehicles, real estate, oil and gas, captives, family banks, loans, insurance, or commercial structures (including solar, BESS, or data-center themes on restricted pages) are conceptual and educational. They are not personalized recommendations and are not offers of securities or advisory services.

Investing and structuring involve risk, including loss of principal and tax risk. You should carefully consider your objectives and consult licensed professionals before investing or reallocating capital.

6. Hypothetical, illustrative, and case-study results

The following (and similar items) on this site are illustrative only unless and until confirmed in a written engagement based on your facts:

  • Interactive tax impact tool outputs (traditional vs. Stronghold paths, savings amounts, rates);
  • “Tax Savings Delivered” or similar counters (may use placeholders or aggregates and are not a personal guarantee);
  • Wealth advantage comparisons (including any 10-year or percentage comparisons such as 42.4%);
  • Tax Warhead or other case studies (including before/after tax liability, refunds, or IRR figures such as 186%);
  • Book, framework, pillar, or “20-level fortress” descriptions;
  • Any forward-looking statements about results or outcomes.

Illustrative client outcomes depend on individual facts, structure, timing, capital, compliance, and professional implementation. Past performance is not a guarantee of future results. Actual results may be materially better or worse. Models may simplify brackets, ignore state tax, AMT, NIIT, phaseouts, passive activity rules, at-risk rules, basis limitations, and other real-world constraints.

7. No professional relationship from website use

Browsing this website, using calculators, reading FAQs, booking a calendar slot, submitting a strategy-call or waitlist form, or receiving automated email/SMS does not establish a client, advisory, or attorney–client relationship with The Legacy Stronghold, its principals, or affiliates.

A professional relationship, if any, arises only under a separate written engagement agreement (or equivalent) signed by authorized parties, and is limited to the scope of that agreement. The Client Portal and any commercial / restricted sections are private systems governed by additional terms, access controls, and engagement documents.

8. No offer or solicitation

Nothing on this website constitutes an offer to sell, or a solicitation of an offer to buy, any securities, investments, or advisory services. Any offers, if made, will be made only through appropriate documentation and only where lawful.

This site is not intended for use where such use would violate local law. Access and use are at your own risk and discretion.

9. Third parties, calendars, CRM, and communications

We may use third-party services (for example hosting, analytics, calendaring, CRM, email, and SMS providers). Those services have their own terms and privacy practices. We are not responsible for third-party content, availability, or processing except as required by law or a written agreement.

Automated confirmations (email/SMS) that include a calendar link are logistical only and do not expand the scope of advice or create a professional relationship.

10. Intellectual property

All trademarks, trade names, logos, frameworks (including “The Legacy Stronghold,” “Tax Warhead,” pillar and fortress concepts), text, graphics, and site design are owned by The Legacy Stronghold or its licensors and are protected by applicable law. You may not copy, scrape, resell, or commercially exploit site content without prior written permission, except for limited personal, non-commercial viewing.

11. Disclaimer of warranties and limitation of liability

THIS WEBSITE AND ALL CONTENT ARE PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION WARRANTIES OF ACCURACY, COMPLETENESS, MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, OR NON-INFRINGEMENT.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, THE LEGACY STRONGHOLD, ITS PRINCIPALS, OFFICERS, EMPLOYEES, CONTRACTORS, AND AFFILIATES SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, TAX BENEFITS, OR BUSINESS OPPORTUNITY, ARISING OUT OF OR RELATED TO YOUR USE OF (OR INABILITY TO USE) THIS WEBSITE OR RELIANCE ON ANY CONTENT, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

Some jurisdictions do not allow certain limitations; in those cases, our liability is limited to the fullest extent permitted by law.

12. Governing law

These disclosures and your use of this public website are governed by the laws of the State of Texas, without regard to conflict-of-law principles, except where mandatory consumer protections of your jurisdiction apply. Venue for disputes relating solely to website use shall lie in the state or federal courts serving Williamson County or Travis County, Texas, unless a separate engagement agreement provides otherwise.

13. Contact

Questions about these disclosures may be directed to:

The Legacy Stronghold
501 S. Austin Ave, Georgetown, TX 78626
team@thelegacystronghold.com
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