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Reducing Income and Estate Taxes and some advanced planning strategies

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  • 1. Discussion Of Asset Protection, Bloodline Preservation Techniques, Advanced Income And Estate Tax Reduction Strategies How to reduce income tax's How to reduce estate tax liability Items not covered by Your current advisor
  • 2. Panel Amir Homayoun Rafizadeh Kruse Asset Management Kim Hamilton InKnowVision LLC Randall Borkus InKnowVision LLC
  • 3. Why are we here?
  • 4. Current Environment
    • Lower stock market returns
    • Uncertain estate & income tax environment
    • Business & consumer spending
    • Real estate
    • US debt
    • Health care & other government expenditures
    • Inflation/deflation
    • Bank bad loans
    • Many more ……………………
  • 5. Normal Business Cycle Consumer Spending Corporate Growth Profits Earnings More Jobs
  • 6. This last Business Cycle No Consumer Spending Corporate Adjustments Less Profits Aggressive Cost Cutting Laying off Workers
  • 7. What matters most to you? Reducing business liabilities Building net worth Asset management Asset protection Saving/Reducing Taxes Business Owner & Affluent Individual
  • 8. How can we take advantage of these opportunities?
  • 9. Business Owner Strategies October 14 th JC Restoration Rolling Meadows, IL October 15 th Lake Forest Sports Cars Lake Forest, IL
  • 10.  
  • 11. Educational Seminars/Webinars 2009 College planning Charitable planning as a tool Stock option planning Mutual fund inefficiencies Exit strategies for business owners How the wealthy manage debt Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Asset protection Retirement income strategies to combat inflation Building a $1M tax deferred retirement plan in 10 years Credit repair Retirement Income strategies 10 tips on building your LinkedIn profile
  • 12. Areas of Greatest Risk* Are there any holes in my planning? Am I going to reach my goals and objectives? Will I have cash flow problems? 1 2 3 4 5 6 Can I reduce income tax's? How do I reduce estate tax liability? Do my documents match my intentions? *Courtesy of InKnowVision
  • 13. Areas of Greatest Potential* Protecting wealth during lifetime Controlling the spending of tax dollars 1 2 3 4 5 Creating more wealth Leaving more of my wealth to my family Supporting the causes that are important to me and my family *Courtesy of InKnowVision
  • 14. Contact
    • “ Saving excessive investment fees one client at a time “
    • Amir Homayoun Rafizadeh, MBA
    • Managing Director of Client Education
    • Kruse Asset Management
    • Ethics | Education | Experience
    • http://www.linkedin.com/in/wadvisor
    • Twitter @ wadvisor
    • http://www.slideshare.net/wadvisor
    • http:// www.google.com/profiles/wadvisor
    • http:// www.youtube.com/wadvisor
    • Co-Founder of National Business Owner Advisory Council(NBOAC)

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