When you properly structure your business and benefits, you can deploy decades‑old Fortune 500 strategies that go far beyond the limited tactics most CPAs typically offer. The smartest place to start is with the money leaking out the back door in taxes.
Once you fix those “leaks,” tax‑efficient cash flow is permanently restored to your business.
Even if you’re “tax‑exempt,” you may still be sending more to the IRS than required through payroll, benefits, and plan design. Tax Protection Plan helps you keep more of that money working for your people.
Ready to keep more of what you or your organization earn?
Find out where tax inefficiencies may be draining cash flow from your business or organization — and what a smarter structure could change.
We help businesses and tax-exempt organizations reduce unnecessary taxes, recover money being lost through inefficient design, and create a more tax-efficient path forward using IRS-approved strategies.
Our work is supported by a best-in-class team of CPAs, tax attorneys, ERISA and compliance experts, and independent advisors who evaluate the full picture, not just the return.
Mike Wilson brings more than 35 yearsof experience helping clients navigate strategic tax and financial decisions asa member of the Tax Protection Plan team. Over the course of his career, he led a top-performing captive agency—earning Bronze Tablet, Silver Scroll, and Golden Triangle honors placing him in the top 1% of over 19,000 advisors. In 2019 Mike founded Blueprint Retirement Advisors an independent Registered Investment Advisory firm.
Mike is deeply committed to putting his clients’ interests first. He believes that in an ever-changing tax and financial landscape, staying current isn’t optional—it’s essential. His dedication to ongoing education and his constant search for relevant, effective strategies allow him to deliver meaningful value to the clients he serves. As a fiduciary, Mike advocates for his clients across every aspect of their financial lives.
Outside of work, Mike enjoys fishing, cooking, and restoring an 1890 Victorian home. Most importantly, he values spending time with his wife and children whenever he can.
For over 35 years, Todd Thomae has led a team of best-in-class professionals who help businesses, organizations, and their owners permanently and significantly improve tax efficiency—often saving 20%–40% annually and building lasting tax-free wealth. Through the Tax Protection Plan™, Todd and his team use a proprietary process that applies long-standing tax strategies to lower what businesses pay in taxes, including nonprofits, while helping owners harvest profits tax efficiently and keep those profits tax free, liquid, and protected for life.
Todd’s greatest purpose is spending time with his wife, three children, and their growing families, and he loves any chance to be outdoors and on the water fishing.
He is the author of the book WIN and leads a team of tax-efficiency experts with more than 100 years of combined experience. Over his career, Todd has retired as a top 5 planner with one of the largest captive corporations in the United States, been named among America’s Premier Experts as a tax-efficiency specialist, and has been recognized as a nationally known speaker and writer. His insights have been featured in outlets such as USA Today, Forbes, Fox News, CNN, and Bloomberg. Todd is also a certified mentor with one of the largest financial planning organizations in the world and a graduate of Mount Vernon University with degrees in history and business; he was honored in 1988 as a First Team Indiana Academic All-State basketball player.
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