Because managing millions isn’t enough — it’s about securing generational wealth.
You already know how to grow capital for others — now discover how to secure, protect, and multiply your own wealth with advanced tax and cash flow strategies
Make sure to watch this video first
What we Offer !!
15+ Advanced Strategies to Neutralize Gains:
Discover institutional grade methods to strategically offset or defer realized gains across complex asset classes including carried interest, fund performance allocations, and personal investment exits. Learn how to apply underutilized sections of the Internal Revenue Code to minimize exposure on both realized and unrealized gains without disrupting fund operations or investor alignment.
Engineer Your Legacy Capital Framework:
Integrate advanced tax and estate design into a comprehensive wealth architecture that protects and compounds capital beyond your active management years. Ensure that fund proceeds, carried interests, and private holdings are structured for multi-generational continuity while maintaining control, privacy, and tax efficiency.
Elite Experts Engineer Your Tax Blueprint:
Gain direct access to fiduciary planners, tax attorneys, and institutional CPAs who collaborate to design a precision tax structure tailored to your unique portfolio composition, compensation model, and liquidity events ensuring your tax exposure aligns with your strategic growth objectives and legacy vision.
Meet the Team
Account Manager (Saad)
Saad Jahangir, Account Manager at BarrAdvancedTaxeSolution.
My focus is on delivering an exceptional client experience — proactive communication, fast turnarounds, and flawless coordination across our internal teams. Whether you’re optimizing fund structures, preparing for a liquidity event, or refining your long-term tax plan, I’ll make sure every detail aligns perfectly with your goals.
Whether you’re optimizing carried interest, restructuring GP/LP allocations, or preparing for a major capital distribution, our team delivers the specialized tax strategy and precision planning hedge fund managers need to maximize after-tax returns, enhance fund performance, and navigate complex financial events with total confidence and clarity.
📞 Contact: (469) 666-9092
Founder (ZAK SHAIK)
Zak Shaik, Advanced investment and tax strategist, is a fiduciary Registered Investment Advisor (RIA) and founder of Barr Advanced Tax Solutions, where he helps high-earning professionals legally reduce or eliminate excessive taxes while building long-term, tax-efficient wealth. With more than a decade of experience in private wealth management, Zak specializes in advanced, IRS-compliant strategies that go far beyond traditional retirement accounts, basic deductions, or surface-level tax advice. His clients include physicians, executives, engineers, real-estate investors, and top-tier digital creators who are frustrated by how much of their income disappears to federal and state taxes each year. Zak designs sophisticated financial structures that lower taxable income, protect assets, strategically convert earnings into business income, and create passive, tax-advantaged growth that compounds over time. His mission is simple and consistent: to help clients stop overpaying the IRS, preserve more of their hard-earned capital, and build lasting generational wealth with the same elite planning typically reserved for corporations and family offices.
Barr Advanced Tax Solutions
I. A New Era of Tax Strategy for Fund Managers
At Barr Advanced Tax Solutions, we don’t just interpret the tax code — we weaponize it for those who understand capital creation better than anyone else: hedge fund and private equity fund managers. We study every shift in legislation — from the Tax Cuts and Jobs Act of 2017 to the SECURE Act of 2021 and the Inflation Reduction Act — not simply to comply, but to uncover the hidden opportunities most professionals overlook.
Where others see complexity, we see leverage.
Where others prepare returns, we engineer outcomes.
II. The Elite Fund Manager Toolkit — Now in Your Hands
1. Advanced Carried Interest Optimization
We apply high-level, compliant strategies to minimize — or in select cases eliminate — the tax burden on your carried interest. What was once a fixed 20% liability becomes a long-term, strategic capital advantage.
2. Pre-Tax Investing Strategies
Our proprietary structures allow fund managers to reinvest tax-saved dollars back into their own funds as Limited Partners. This creates a self-fueling engine of performance, confidence, and scale — where every dollar saved becomes a dollar reinvested.
3. Custom Fund Structure Engineering
We design tax-optimized fund frameworks tailored to your asset class, investment thesis, geography, and investor composition. The result? Structures that maximize after-tax returns while meeting institutional scrutiny.
4. Comprehensive Fund Tax Preparation
Our dedicated fund-tax division manages every layer of complexity — partnership returns, Schedule K-1s, investor coordination, multi-state compliance, and institutional-grade reporting — executed with zero tolerance for oversight.
5. Private 401(k) Plan™ Implementation
Using our proprietary “Double Up Strategy,” fund principals can contribute up to $10,000,000 pre-tax, accelerating compounding inside an ultra-efficient Private 401(k) structure.
III. Beyond Tax: Raising Capital Through Strategic Design
A. Capital Raising Through Tax-Rescued Dollars
Through our partnership with Sabur Private Wealth Management (RIA), we unlock a capability no other tax firm can: the ability to raise capital using tax-rescued dollars — expanding your investor base and strengthening your AUM pipeline.
B. Strategic Advisory for Investor Appeal
We advise on fund positioning, tax-optimized offerings, and investor-friendly structures designed to appeal to high-net-worth individuals seeking tax-efficient entry points.
C. Expanded Investor Network
Our alliance provides access to a curated network of pre-qualified investors actively seeking professionally structured, tax-advantaged opportunities.
D. A Competitive Differentiator
In a crowded marketplace, we give you a strategic edge: the ability to market not just investment performance, but unmatched tax efficiency.
IV. From Tax Preparer to Strategic Wealth Ally
When you partner with Barr ATS, you’re not hiring a tax preparer — you’re gaining an ally dedicated to amplifying your wealth, scaling your fund, and protecting your capital. We measure success not by refunds or filings, but by returns kept, capital raised, and legacies built.
Our strategies have empowered managers across hedge funds, private equity, venture capital, real estate, and digital assets to achieve outcomes once thought impossible. We transform tax challenges into powerful growth engines, giving you room to focus on generating alpha and expanding your empire.
V. Our Philosophy: Reward the Builders of Wealth
At Barr ATS, we believe wealth creation should never be penalized — it should be leveraged. You’ve mastered financial alpha; now it’s time to master tax alpha — the performance gained when structure, timing, and strategy align.
Through our integrated system — combining precise tax engineering, long-term wealth architecture, and investor network expansion — we help fund principals transcend traditional constraints and build enduring financial freedom.
VI. Your Next Move: Take Back Control
Every year you delay optimization is another year of unnecessary leakage. Every dollar surrendered to avoidable taxation is capital that could have compounded inside your fund, expanded your AUM, or strengthened your personal balance sheet.
Now is the moment to act.
Sign up for your confidential strategy session.
Let’s quantify what’s leaking — and build the architecture to stop it permanently. Because at this level, success isn’t just about earning more. It’s about keeping more, compounding faster, and building strategically — for yourself, your investors, and the legacy that carries your name.
Our Expertise
At Barr Advanced Tax Solutions, we’ve completely reimagined what tax strategy means for fund managers.
Our work goes far beyond compliance or calculation — we are architects of financial transformation, designing strategies that turn the tax code into a tool for wealth creation and long-term capital growth.
Here’s what truly sets us apart:
Carried Interest Mastery
We’ve pioneered proprietary methodologies that can potentially reduce your carried interest tax rate from 20% to 0%, unlocking millions in preserved capital and positioning your fund for exponential wealth retention.
Pre-Tax Investing Revolution
Our innovative pre-tax investment framework allows you to reinvest tax-saved dollars directly back into your fund, creating a continuous, compounding cycle of growth and investor confidence — something traditional firms simply can’t replicate.
Private 401(k) Plan™ Innovation
Through our exclusive “Double Up” strategy, we help fund principals leverage Private 401(k) Plans to contribute up to $10,000,000 pre-tax, turning deferred income into powerful investment capital that compounds quietly behind the scenes.
Capital Raising Synergy
In partnership with Sabur Private Wealth Management, we don’t just reduce taxes — we help you raise capital.
Our “Tax-Rescued Dollars” strategies have empowered fund managers to attract billions in new investor inflows by turning tax savings into scalable, investable equity.
Holistic Fund Structuring
We design tax-efficient fund structures that optimize after-tax returns while ensuring full compliance at every stage of the fund’s lifecycle — from formation to exit. Each structure is tailored to align your compensation, investor profile, and long-term objectives.
Legislative Arbitrage
Our team continuously studies evolving legislation — including the Tax Cuts and Jobs Act, the SECURE Act, and the Inflation Reduction Act — identifying hidden opportunities that others overlook and transforming them into competitive advantages for our clients.
Cross-Border Tax Optimization
For funds operating on a global scale, we navigate complex international tax environments to minimize your worldwide tax exposure while maintaining full regulatory harmony across jurisdictions.
Our expertise has led fund managers across the nation — many leaving behind decades-long relationships with traditional firms — to join us.
Why?
Because at Barr Advanced Tax Solutions, we don’t just prepare taxes.
We restructure destinies.We transform how wealth is built, protected, and multiplied — helping visionary fund managers turn every tax challenge into an opportunity for generational success.
TESTIMONIALS
What our client's are saying
"Loved everything so far"
Mark T. Founder of a $500 million private equity firm, recounts:
“We were a successful mid-size firm, but I always knew we were leaving money on the table every tax season. Switching to Barr Advanced Tax Solutions was the best decision I’ve ever made for our firm. Their team completely restructured our carried interest, virtually eliminating taxes on it. Then, through their partnership with Sabur Private Wealth Management, they connected us with a powerful network of ultra-high-net-worth investors who were eager to invest because of the tax advantages we could now offer.
In just three years, we’ve grown to manage over $3 billion. But it’s not just about the numbers — our after-tax returns for both the firm and our investors have skyrocketed. We’re now competing with firms ten times our previous size, all because Barr showed us how to play the game at an entirely new level.”
Gurantee's
† Guarantee conditions: (i) 100% consult fee refund if your plan doesn’t identify at least $50,000 in new tax savings for W-2 earners with $500k+ income or Business owners with $500k+ in revenues; (ii) 100% refund if your plan doesn’t identify at least $50,000 in tax savings for businesses $500k+ in revenues; (iii) W-2 earners and businesses with less than $500k in revenues are not eligible for the refund guarantee; (iv) must complete questionnaire and provide documents within 14 days of request; and (v) schedule and keep tax plan review and strategy sessions.
[1] $50,000 Guarantee Terms & Conditions: We guarantee to identify at least $50,000 in missing or potential income and or business tax deductions you are not currently taking, or we will REFUND $5,000 consult session fee paid. Calculation to ZERO OUT your income tax liability is dependent on multiple factors within your financial holdings. We will utilize information you provide regarding your current or former income, asset and tax structures. Conditions: You must (1) Pay $5,000 to complete a One on One strategy session with a Sabur Private Wealth Management advisor, (2) Provide your current personal financial stmt' and complete a financial questionnaire, and (3) have annual minimum W-2 income of $500,000 or business revenues of at least $500,000. If, after the 45 min strategy meeting and satisfaction of the conditions above, we are unable to identify at least $50,000 in missing or potential tax deductions, we will refund your consult fee. Offer valid for U.S. citizens; void where prohibited by law. If you qualify and meeting the conditions above, please send a request to [email protected]. Offer expires Dec 31, 2025. [2] Advice, Products and services are sold by ARPP LLC an independent Registered Investment Advisory firm with the Texas and New Jersey department of securities dba “Sabur Private Wealth Mgt” and professional services are fulfilled by appropriately licensed service providers. Account executives, customer relationship management, and other personnel are not licensed service providers. Such personnel may assist in providing a description of products and services offered and may arrange for specific advice to be provided through consultation with appropriately licensed individuals. The information contained in this flyer or website is educational and intended only to assist in financial organization and decision-making – it is not intended to provide specific or individualized legal, tax, investment, or financial advice.
Barr Advanced Tax Solutions
950 E. State Hwy 114, Suite 160, Southlake, TX 76092
(469) 666-9092 | [email protected] | www.barrmytaxes.com
Privacy Policy | Terms and Conditions
Copyright © 2025 Barrmytaxes.com All rights reserved.