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Business Financial Success! The leverage you need to succeed? All Rights Reserved 2011
Is your financial plan costing you $$$ Why?  Businesses are not using the most efficient planning! The IRS receives billions in overpaid taxes every year. All Rights Reserved 2011
“You can use the same strategies as Fortune  500 Companies.”Realize benefits well beyond those from typical advanced planning strategies. All Rights Reserved 2011
Under recent legislation, highly specialized, custom designed business planning strategies are now available for qualifying business owners. These Legislative Changes  Benefit Business Owners … All Rights Reserved 2011
All Rights Reserved 2011
    As well as many other options… All Rights Reserved 2011
UNPRECEDENTED BENEFITS FOR BUSINESS OWNERS YOU MAY BE ABLE TO OPERATE YOUR BUSINESS ON A PRE-TAX BASIS (UN-TAXED) PRE-TAX = UNTAXED All Rights Reserved 2011
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 All Rights Reserved 2011
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 canGreatly 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 ANY TYPE OF BUSINESS QUALIFIES C Corporations S Corporations Sole Proprietorships Professional Corporations Partnerships LLCs LLPs Any Other All Rights Reserved 2011
Next Step All Rights Reserved 2011
Get Started Today “Every day you delay could be costing you thousands a month or more.” Risk Nothing 888 851-5551 All Rights Reserved 2010
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 partof 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 All Rights Reserved 2011

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Financial Success !

  • 1. Business Financial Success! The leverage you need to succeed? All Rights Reserved 2011
  • 2. Is your financial plan costing you $$$ Why? Businesses are not using the most efficient planning! The IRS receives billions in overpaid taxes every year. All Rights Reserved 2011
  • 3. “You can use the same strategies as Fortune 500 Companies.”Realize benefits well beyond those from typical advanced planning strategies. All Rights Reserved 2011
  • 4. Under recent legislation, highly specialized, custom designed business planning strategies are now available for qualifying business owners. These Legislative Changes Benefit Business Owners … All Rights Reserved 2011
  • 6. As well as many other options… All Rights Reserved 2011
  • 7. UNPRECEDENTED BENEFITS FOR BUSINESS OWNERS YOU MAY BE ABLE TO OPERATE YOUR BUSINESS ON A PRE-TAX BASIS (UN-TAXED) PRE-TAX = UNTAXED All Rights Reserved 2011
  • 8. 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 All Rights Reserved 2011
  • 9. 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 canGreatly Increase Your Business and Personal Net Worth! All Rights Reserved 2011
  • 10. 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 ANY TYPE OF BUSINESS QUALIFIES C Corporations S Corporations Sole Proprietorships Professional Corporations Partnerships LLCs LLPs Any Other All Rights Reserved 2011
  • 11. Next Step All Rights Reserved 2011
  • 12. Get Started Today “Every day you delay could be costing you thousands a month or more.” Risk Nothing 888 851-5551 All Rights Reserved 2010
  • 13. 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 partof 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 All Rights Reserved 2011