financial success !

Success Business Financial!

The leverage you need to succeed?

All Rights Reserved 2011

Is your financial plan costing you $$$

The IRS receives billions in overpaid taxes every year.

Why? Businesses are not using the most efficient planning!


“You can use the same strategies as Fortune 500 Companies.”

Realize benefits well beyond those from typical advanced planning strategies.


Under recent legislation, highly specialized, custom designed business planning strategies are now available for qualifying business owners.

These Legislative Changes Benefit Business Owners …


RETIREMENT

ENHANCEMENT

TAX MITIGATION

SUCCESSION PLANNING ASSET

PROTECTION

Super Advanced Planning


As well as many other options…

Purchase another

business or a

competitor

Purchase Equipment

Buy Out A Co-Owner


UNPRECEDENTED BENEFITS FOR BUSINESS OWNERS

PRE-TAX = UNTAXED

YOU MAY BE ABLE TO OPERATE YOUR BUSINESS ON A PRE-TAX BASIS (UN-TAXED)


By working closely with business owners and their advisors, innovative strategies and state-of-the-art business structures can be created and installed in a timely manner.

Directors and Officers CPAs and Accountants Chief Financial Officers Company Controllers Tax and Corporate Attorneys Spouses


An Elite Team with unique expertise is needed to design such a program.

No matter how advanced or sophisticated your present plan may be, OUR PROGRAM can Greatly Increase Your Business and Personal Net Worth!All Rights Reserved 2011

It is Custom-Designed and Unique

utilizing.. LEGISLATIVE ACTS AND IRS REVENUE RULINGS, INCLUDING ERISA, TRA 97, EGTRRA AND THE PENSION PROTECTION ACT OF 2006, PATIENT PROTECTION AND AFFORDABLE HEALTHCARE ACT OF 2010

C Corporations

S Corporations

Sole Proprietorships

Professional Corporations

Partnerships

LLCs

LLPs

Any Other

ANY TYPE OF BUSINESS QUALIFIES


Next Step


COMMON QUESTIONS …

Q: Why aren’t my own planning techniques, through my advisors, sufficient to maximize my business efficiencies? A: Your planning may be State-of-the-Art, but unless your advisors are true experts in ERISA, Labor Law, The Tax Code and Corporate/Business Law, you may have an opportunity to enhance your benefits to a greater degree. The good news is that your trusted advisors will become an integral art of THE PROGRAM TEAM.Q: What is the cost of installing a new or additional strategy and/or business structure?

A: Because THIS PROGRAM Can Create Such Substantial Tax Savings … Your Net Cost Is Zero


financial success !

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