For Wealth Builders Earning $500K+ Per Year

Step 1: Watch The Video: No cost, Just Clarity

Will You Fall Into the New $500k-$600k Tax Trap?

A little-known provision in the new tax law - the One Big Beautiful Bill - could quietly cost some households up to $30,000 in lost deductions starting in 2025. In this 4-minute video, Ross Atefi, AAMS, CRPC, CCPS explains who’s affected and what strategies can still help you avoid the trap before year-end.

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Step 2: Get Your Personalized Tax-Trap Strategy Call

If your income is above $500k+/year, now is the time to find out exactly how the new law could affect you.

In this 20-minute Tax-Trap Strategy Call, Ross Atefi and his team will:

  • Quantify how the One Big Beautiful Bill impacts your 2025 tax picture

  • Identify overlooked deductions and smart year-end moves

  • Outline next steps to help you avoid unnecessary taxes — before December 31

⚠️ Only a limited number of complimentary calls are opened each week.

How a $600k household can lose $30k in deductions under the new law

With Yatra Wealth Design, you'll get:

  • Proactive tax and wealth strategies tailored for $500k+ earners

  • Dedicated fiduciary guidance — no sales pitch, ever

  • Custom financial plan and portfolio aligned with your goals

  • Family Office Experience covering taxes, insurance, and estate planning

AAMS, CRPC, CCPS

Your information is 100% confidential. We never share or sell client data.

Disclaimer: Yatra Wealth Design is a Registered Investment Advisor. Tax discussions are for informational purposes only and not individualized tax advice. Please consult a CPA for specific recommendations.

The information on this Web site or in emails is designed for educational purposes only.  It is not intended to be a substitute for tax, legal or accounting advice.

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