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Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
Financial Success !
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Financial Success !

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  • 1. Success Business Financial! 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
  • 5. 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 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 All Rights Reserved 2011

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