0
Presented by: Axis Business Consulting, LLC .
<ul><li>Personal property tax is: </li></ul><ul><ul><li>A large fixed expense applied to non-real estate assets </li></ul>...
<ul><li>PROMPT CASH SAVINGS! </li></ul><ul><li>On average, taxes can be reduced by 1/3 in the first year of engagement. </...
<ul><li>Annual tax reporting system </li></ul><ul><li>Tax assessment process </li></ul><ul><li>“ Trickle down” of tax savi...
<ul><li>We have developed a unique practice for the property tax industry. </li></ul><ul><ul><li>We prepare a customized m...
<ul><li>We work with client teams at 3 key annual property tax junctures. </li></ul><ul><li>These steps are focused on aug...
<ul><li>Client Contact & Manpower </li></ul><ul><ul><li>Antreas Ghazarossian leads the engagement team. </li></ul></ul><ul...
<ul><li>Medium to large companies in a range of industries </li></ul><ul><li>Significant private equity firms </li></ul><u...
<ul><li>Achieved personal property tax reductions of $52.0 million for a $3.5 billion NYSE company </li></ul><ul><li>Saved...
 
<ul><li>We work on contingency basis, which is 1/3 of the savings it generates during its engagement. </li></ul><ul><li>As...
<ul><li>What is the magnitude of overpayment in personal property taxes? </li></ul><ul><ul><li>Our average in 2007 was 40%...
<ul><li>Is there any relationship to federal taxes or SEC reporting? </li></ul><ul><ul><li>None </li></ul></ul><ul><li>Whe...
<ul><li>On average, the CCA program can save a company 30% of its personal property and equipment.  With as little as last...
<ul><li>Morgan Pile , CES, GBDS </li></ul><ul><li>501-213-5980 </li></ul><ul><li>[email_address] </li></ul><ul><li>Jennife...
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Tax Reduction Slideshow

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Please call me for more information. This program pays huge commisions.

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  • Introduce yourself and your company.
  • For fixed asset intensive and industrial taxpayers, personal property tax is a large fixed expense applied to non-real estate assets, and this is levied regardless of your company’s profitability. 38 states levy personal property taxes ALL states levy property taxes either at the state or local assessing level on utility assets (including railroads, telephones, cable, power plants, pipelines, and airlines).
  • Personal property taxes are a large fixed expense applied to virtually all non-real estate assets and they are levied regardless of a company’s profitability. As a rule, annual personal property taxes are equal to between 1% &amp; 2% of the book value of assets. Our experience shows that on average taxes can be reduced by 1/3 in the first year of engagement. We test a client’s major asset categories against 35 variables in each locale that levies tax for savings opportunities. Only 1 out of 5 companies has accessed any of these tax savings strategies.
  • Annual tax reporting system: In most instances, the annual compliance mechanism (or “filing”) looks benign on the surface, but fails to reveal the full range of a taxpayer’s options. Tax assessment process: Personal property taxes are assessed annually on the value of assets; however, most jurisdictions have failed to revise their depreciation rates. Revisions would reflect the steady, but dramatic, erosion of value of most capital assets, thus resulting in higher taxes. Trickle down of tax saving strategies: Savings in one area can often lead to savings in another. Few companies have adopted all available property tax saving strategies. Local exceptions and exemptions: Frequently, these exceptions vary from jurisdiction to jurisdiction in the same state, and uniformed taxpayers pay higher taxes than they should. Local expertise: Many taxpayers and property tax service providers are unaware of the significant contribution that manpower located in the field can add when combined with strategic work.
  • CCA has developed a unique practice for the property tax industry: CCA prepares a customized matrix of savings strategies for each location. As a result, CCA’s methods have been accepted without challenge in 98% of its clients’ tax filings.
  • We work with client teams at 3 key annual property tax junctures aimed at augmenting clients’ existing practices: Planning &amp; Research, Implementation, and Follow Through &amp; Steady State. YOU NEED TO EXPLAIN EACH ONE OF THESE STEPS IN MORE DETAIL THAN JUST THEIR NAMES.
  • Client Contact &amp; Manpower: Antreas Ghazarossian leads the engagement team, and is directly responsible to produce results. Combining his technical expertise and management skills, Antreas provides overall engagement oversight, and coordinates every aspect of service delivery. Many of the team members are retired assessors that have a wealth of unmatched experience in this field. State &amp; Local Expertise: The laws and regulations of the multitude of jurisdictions that levy property taxes are complex and in flux constantly. Relationships have been established with preeminent local experts in virtually all significant tax districts, and accesses these resources rigorously.
  • Medium to large companies in a range of industries Significant private equity firms Major U.S. corporations Minimum size requirement is $100 million in personal property and equipment
  • Managing the entire portfolio of personal property taxes for a $3.5 billion NYSE company, achieved personal property tax reductions of $52.0 millions, a 42% reduction in 36 months in every major taxing jurisdiction in the U.S. Saved a large Western electric company $8.0 million annually via a corporate structure adjustment that affected reporting Effected a permanent reduction from $2.9 million to $0.7 million per annum for a wireless communications company.
  • Our strengths are our Proven Methodology, our Unmatched Expertise &amp; Manpower, our Far-Reaching Network, our Low Risk, Minimal Investment, and our Substantial &amp; Quick Returns. DEVELOP THIS IDEA MORE IN THE NOTES.
  • We work on contingency basis, which is 1/3 of the savings it generates during its engagement. As our work is cumulative, it normally takes three years to reach “steady state”.
  • What is the magnitude of overpayment in personal property taxes? Our average in 2007 was 40% reduction for Year 1 clients. These are immediate savings that fall to the bottom line. Why are assessors under-informed? Previous assessors who are members of our team inform us that on the average they only had 15 minutes to study a taxpayer’s requests.
  • Is there any relationship to federal taxes or SEC reporting? None When your engagement is over in three years, what is your plan to “up train” client personnel? We ensure that the progress that was made during our engagement continues. Why aren’t companies doing this now? Usually there is not enough manpower, time, or expertise to evaluate each location.
  • On average, the CCA program can save a company 30% of its personal property and equipment. With as little as last years tax return, we can determine if there is an opportunity at little to no cost. It is important to start this opportunity with the C.F.O. For 10 years this program has been the only one of its kind. With no risks, every employer should know about this program.
  • Wrap it all up and invite them to contact you at their convenience.
  • Transcript of "Tax Reduction Slideshow"

    1. 1. Presented by: Axis Business Consulting, LLC .
    2. 2. <ul><li>Personal property tax is: </li></ul><ul><ul><li>A large fixed expense applied to non-real estate assets </li></ul></ul><ul><ul><li>Levied regardless of your company’s profitability </li></ul></ul><ul><li>ALL states levy property taxes either at the state or local assessing level on utility assets </li></ul>
    3. 3. <ul><li>PROMPT CASH SAVINGS! </li></ul><ul><li>On average, taxes can be reduced by 1/3 in the first year of engagement. </li></ul><ul><li>We test a client’s major asset categories against 35 variables in each locale. </li></ul><ul><li>Only 1 out of 5 companies has used any of these tax saving strategies. </li></ul>
    4. 4. <ul><li>Annual tax reporting system </li></ul><ul><li>Tax assessment process </li></ul><ul><li>“ Trickle down” of tax saving strategies </li></ul><ul><li>Local exceptions and exemptions </li></ul><ul><li>Local expertise </li></ul>
    5. 5. <ul><li>We have developed a unique practice for the property tax industry. </li></ul><ul><ul><li>We prepare a customized matrix of saving strategies for each location. </li></ul></ul><ul><li>Our methods have been accepted without challenge in 98% of our clients’ tax filings. </li></ul>
    6. 6. <ul><li>We work with client teams at 3 key annual property tax junctures. </li></ul><ul><li>These steps are focused on augmenting clients’ existing practices. </li></ul>
    7. 7. <ul><li>Client Contact & Manpower </li></ul><ul><ul><li>Antreas Ghazarossian leads the engagement team. </li></ul></ul><ul><ul><li>Many of the team members are retired assessors. </li></ul></ul><ul><li>State & Local Expertise </li></ul><ul><ul><li>Preeminent local experts in virtually all significant tax districts </li></ul></ul>
    8. 8. <ul><li>Medium to large companies in a range of industries </li></ul><ul><li>Significant private equity firms </li></ul><ul><li>Major U.S. corporations </li></ul><ul><li>Minimum size requirement is $100 million in personal property and equipment </li></ul>
    9. 9. <ul><li>Achieved personal property tax reductions of $52.0 million for a $3.5 billion NYSE company </li></ul><ul><li>Saved a large western electric company $8 million. </li></ul><ul><li>Effected a permanent reduction from $2.9 million to $0.7 million per annum for a wireless communications company. </li></ul>
    10. 11. <ul><li>We work on contingency basis, which is 1/3 of the savings it generates during its engagement. </li></ul><ul><li>As our work is cumulative, it normally takes three years to reach “steady state”. </li></ul>
    11. 12. <ul><li>What is the magnitude of overpayment in personal property taxes? </li></ul><ul><ul><li>Our average in 2007 was 40% reduction for Year 1 clients. These are immediate savings that fall to the bottom line. </li></ul></ul><ul><li>Why are assessors under-informed? </li></ul><ul><ul><li>Previous assessors who are members of our team inform us that on the average they only had 15 minutes to study a taxpayer’s requests. </li></ul></ul>
    12. 13. <ul><li>Is there any relationship to federal taxes or SEC reporting? </li></ul><ul><ul><li>None </li></ul></ul><ul><li>When your engagement is over in three years, what is your plan to “up train” client personnel? </li></ul><ul><ul><li>We ensure that the progress that was made during our engagement continues. </li></ul></ul><ul><li>Why aren’t companies doing this now? </li></ul><ul><ul><li>Usually there is not enough manpower, time, or expertise to evaluate each location. </li></ul></ul>
    13. 14. <ul><li>On average, the CCA program can save a company 30% of its personal property and equipment. With as little as last years tax return, we can determine if there is an opportunity at little to no cost. </li></ul><ul><li>It is important to start this opportunity with the C.F.O. </li></ul><ul><li>For 10 years this program has been the only one of its kind. With no risks, every employer should know about this program. </li></ul>
    14. 15. <ul><li>Morgan Pile , CES, GBDS </li></ul><ul><li>501-213-5980 </li></ul><ul><li>[email_address] </li></ul><ul><li>Jennifer Greenwood </li></ul><ul><li>501-786-0473 </li></ul><ul><li>[email_address] </li></ul>
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