Tax, Trust, and Income Solutions – Just in time

Tax, Trust, and Income Solutions – Just in time

Member Meeting April 8, 2026

AI Summary Notes

Member Meeting Youarelaw.org

Quick Recap – Not legal or tax advice – Seek competent counsel when needed.

This was a YouAreLaw member meeting led by TJ, focusing on legal education and strategies for tax reduction, debt elimination, and trust formation. 

TJ announced upcoming website enhancements, new pricing packages, and the development of an affiliate program that would allow members to earn income by referring others to the platform. The meeting included discussions about tax filing strategies, including how to handle IRS correspondence through conditional acceptance rather than direct engagement, and the importance of proper documentation when using lawful money and trust structures. 

Several members shared success stories and asked questions about specific legal situations, including tax lien issues, bankruptcy motions, and proper responses to government correspondence. TJ emphasized the importance of preparation, proper record-keeping, and avoiding reactive approaches to legal challenges.

Specific Discussions and Comments:

Jordan: Complete POA paperwork and continue waiting for response from Homeland Security regarding passport documentation.

Adrianna: Send letters to bank (via certified mail/in person) regarding lawful money deposit, ensuring to obtain a stamped received copy for records.

Adrianna: Send letters to senators and congressmen regarding tax status/definitions, retain proof of delivery, and if not delivered, resend using Priority Mail and retain tracking records.

Brian: Research current owner/holder of 1992 loan note (savings and loan in Ohio) and send appropriate notices to the current party/trust for the purpose of potential tax loss/carryforward claims.

Cris: Resend letters to senators and congressmen using Priority Mail to ensure delivery, retain tracking and delivery confirmation.

Trina: File a written objection to the bankruptcy court regarding the motion for relief from stay, outlining notice date discrepancies and other inaccuracies, and include copies of relevant documents.

All interested members: Watch for future announcements and instructions regarding the upcoming affiliate program and respond to communications when the program is launched.

Overview

TJ opened the YouAreLaw.org member meeting by emphasizing the organization’s mission to provide legal education and knowledge rather than direct legal advice. He reminded members to use the support ticket system instead of email for inquiries and explained how to access different membership features on the website. TJ also announced plans to expand content around business structure, wealth creation, and entity formation, connecting these topics to debt elimination and tax reduction strategies.

Website Changes and Affiliate Program Coming

TJ announced upcoming changes to the website structure, pricing, and packaging, which will be rolled out in phases, and encouraged current members to consider upgrading before the changes are implemented. He also introduced the development of an affiliate program, which will allow paid members to refer others and earn residual income, including the opportunity to co-lead training groups. TJ emphasized the importance of preparing for legal issues and managing taxes efficiently, highlighting the effectiveness of their tax strategies when implemented correctly.

Learning and Legal Preparation Strategies

TJ discussed the importance of learning and earning simultaneously, mentioning plans to launch a podcast that could involve affiliate network members. He provided commentary on current global economic changes, sharing his firsthand experience from 40 years ago during the Iran conflict. TJ emphasized the value of being well-prepared when facing legal situations, advising never to enter a courtroom without prior experience or research, and shared his experience as hybrid counsel in federal court where proper preparation and research allowed him to control aspects of his case.

Success Initiatives and Documentation Practices

TJ discussed recent positive outcomes and upcoming initiatives, including podcasts and an affiliate program. He encouraged members to share success stories and provided guidance on documentation and record-keeping practices, particularly regarding lawful money deposits and bank notifications. Jordan shared his progress in setting up a trust and LLC, while Adrianna asked about procedures for notifying banks about lawful money deposits, to which TJ advised using certified mail or delivering the letter in person and keeping records for documentation purposes.

IRS Tax Filing Strategy Discussion

TJ advised Adrianna on handling an IRS letter regarding tax filing, recommending a conditional acceptance approach rather than completing the form. He suggested sending evidence of delivery to senators and congresspeople to seek clarification on filing requirements, without admitting to being the person the letter was addressed to. TJ also discussed the possibility of filing an extension to buy more time while gathering evidence. Brian shared his experience with state tax liens and using lawful money on his tax return, noting that the refund was applied to previous years. TJ mentioned the concept of amended returns and tax credits but indicated this was more advanced material.

Business Tax Strategies and Deductions

TJ explained how insurance companies use accounting practices to create tax benefits by writing off unpaid amounts, and demonstrated how similar strategies could be applied to business tax returns through loss carry-forwards and carry-backs using Schedule C forms. He provided an example of how someone could claim interest on an unpaid mortgage note and use it as a tax deduction, emphasizing that this requires proper documentation and following IRS rules. TJ noted that while this approach involves complex concepts, it can be implemented using tax software and standard accounting practices, though it requires careful planning and compliance with tax regulations.

Tax Strategy and Communication Guidance

TJ advised Brian on tax matters related to loan claims and collection due process. He suggested researching the current owner of Brian’s 1992 loan and using priority mail for future correspondence. TJ also discussed with Cris the strategy for handling tax communications, recommending against filing a revocation of election and suggesting using priority mail instead of certified letters for future correspondence with senators and congressmen.

Legal Strategies for Tax and Bankruptcy

TJ provided guidance to Cris on legal strategies for handling tax-related matters, emphasizing the importance of conditional acceptance and putting the burden of proof on authorities. He advised Cris to avoid arguing and instead request clarification on how to respond, while also explaining the concept of taxable events versus income in tax law. Later, Trina joined the meeting to seek advice about a bankruptcy-related issue, where TJ recommended filing an objection due to discrepancies in the notice dates and inaccurate information provided in the motion. TJ stressed the importance of focusing on procedural defects rather than complex legal status arguments.

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