Begin with end in mindRELATIONSHIPSIDEASOPPORTUNITIESNOT a sales pitchNOT investment, legal, or tax advice                ...
DAVID CAMPBELL – professional investor / developer       www.HasslefreeCashflowInvesting.com KAAREN HALL – president of uD...
David Campbell - Founder   Hassle-Free Cashflow Investing         Former high school band director            Self-made mu...
Road Map Assessment of goals Assessment of resources Strategy Tactics Implementation                           4
How Much Do We Lose to Taxes?     The average American spends more     money in taxes than they do in food,     clothing, ...
Tax Rates  Taxes                 2012        2013  Federal Income Tax    35%        39.6%  State Income Tax      10%      ...
New Taxes  Unearned Income Medicare Contributions  Tax                                               ….Wow, that’s a mouth...
More New Taxes Hospital Insurance Tax                 ….Another Innovative Brand New Concept  -Brand New Tax = Yet Another...
Where Does Your Money Go?                                                     Uncle Sam                             Invest...
Investment Strategies(877) 975-0975               www.KeystoneCPA.com                 (877) 975-0975
Income Shifting                      Dell(877) 975-0975                www.KeystoneCPA.com                  (877) 975-0975...
LEGAL ENTITY STRATEGIES        C CORPORATION      LLC                                 S CORPORATION(877) 975-0975         ...
Real Estate(877) 975-0975               www.KeystoneCPA.com                 (877) 975-0975                    (877) 975-09...
Retirement Contributions(877) 975-0975               www.KeystoneCPA.com                 (877) 975-0975                   ...
Tax Free Income for Life(877) 975-0975               www.KeystoneCPA.com                 (877) 975-0975
Planned Giving(877) 975-0975               www.KeystoneCPA.com                 (877) 975-0975
What Now?           Putting the Pieces Together!                                          IN                              ...
Free eBooksDownload Your Free eBooks at www.KeystoneCPA.com(877) 975-0975   (877) 975-0975
Kaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com                       uDirect IRA Servic...
How to Self-Direct Your Retirement SavingsuDirect IRA Services, LLC is not a fiduciary and does not render tax, legal,acco...
Types Of Self-Directed Plans    IRAs       Qualified Plans    Other Plans Traditional   401K/ 457/ 403b     Coverdell     ...
How Do I Self-Direct?1. Complete an application  1. Provide copy of driver’s license  2. Copy of statement2. Fund your acc...
For More InformationKaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com                     ...
DAVID CAMPBELL – professional investor / developer      David@HasslefreeCashflowInvesting.com KAAREN HALL – president of u...
Taxmageddon - What You Need to Do Today to Protect Yourself From Tomorrow's Taxes!
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Taxmageddon - What You Need to Do Today to Protect Yourself From Tomorrow's Taxes!

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You can watch the FREE video of this presentation on our website: http://www.hasslefreecashflowinvesting.com/video/ira-tax-videos/taxmaggedon-what-you-need-to-do-today-to-protect-yourself-from-tomorrows-taxes/

Did you know Americans pay more in taxes than they pay for food, clothing, and shelter combined?

If you think you already pay too much in taxes, you haven't seen anything yet! Here are some of the tax changes coming in 2013.

1. Income tax rates are going up
2. Taxes on married couples are going up
3. Estate taxes are going up
4. Capital gains rates are going up
5. Tax forgiveness on the income from short sales and foreclosures is going away
6. Tax rates for dividends are going up
7. Payroll taxes are going up
8. New tax on wages for "health insurance"
9. New tax on investment income
10. Higher thresholds for deductability of medical expenses

The first step to understand the threat to your wealth.
The second step is to develop a strategy to protect yourself from the threat.

During this FREE 60 minute webinar with:
David Campbell, professional real estate investor
Matt McFarland, CPA and Amanda Han, CPA of Keystone CPA
Kaaren Hall, president of uDirect IRA
You will learn:
New tax changes
Tax savings strategies for savvy business owners and high income earners
Essential tax saving financial strategies for real estate investors
One proven tax strategy to help you avoid taxes permanently
And much more!

Published in: Real Estate, Technology, Business
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Taxmageddon - What You Need to Do Today to Protect Yourself From Tomorrow's Taxes!

  1. 1. Begin with end in mindRELATIONSHIPSIDEASOPPORTUNITIESNOT a sales pitchNOT investment, legal, or tax advice 1
  2. 2. DAVID CAMPBELL – professional investor / developer www.HasslefreeCashflowInvesting.com KAAREN HALL – president of uDirect IRA Services www.uDirectIRA.com AMANDA HAN, CPA – tax strategist www.KeystoneCPA.com 2
  3. 3. David Campbell - Founder Hassle-Free Cashflow Investing Former high school band director Self-made multi-millionaireReal estate investor / developer / broker / manager Financial educator / author / speaker Faculty Member: Investor Summit at Sea with Robert and Kim Kiyosakiwww.HasslefreeCashflowInvesting.comDavid@HassleFreeCashflowInvesting.com 3
  4. 4. Road Map Assessment of goals Assessment of resources Strategy Tactics Implementation 4
  5. 5. How Much Do We Lose to Taxes? The average American spends more money in taxes than they do in food, clothing, and shelter combined.(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  6. 6. Tax Rates Taxes 2012 2013 Federal Income Tax 35% 39.6% State Income Tax 10% 10% Payroll Tax 15% 15% Capital Gains Tax 15% 20% Estate Taxes 35% 55% New Taxes ??(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  7. 7. New Taxes Unearned Income Medicare Contributions Tax ….Wow, that’s a mouthful! -Brand New Tax = Another 3.8% -Effects Taxpayers with Income over $200,000 / $250,000 -Imposed on Net Investment Income a. Interest b. Dividends c. Royalties d. Rents e. Income from Passive Activities f. Gain on Sale of Certain Assets(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  8. 8. More New Taxes Hospital Insurance Tax ….Another Innovative Brand New Concept -Brand New Tax = Yet Another 0.9% -Effects Taxpayers with Earned Income over $200,000 / $250,000 -Imposed on Earned Income in Excess of Above Thresholds a. W-2 b. Income from Sole Proprietorship (Sch. C) c. Self-Employment Income d. ALL Actively Earned Income(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  9. 9. Where Does Your Money Go? Uncle Sam Investor Tax Payroll Man State Taxes $500,000 $199,000(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  10. 10. Investment Strategies(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  11. 11. Income Shifting Dell(877) 975-0975 www.KeystoneCPA.com (877) 975-0975 (877) 975-0975 (877) 975-0975
  12. 12. LEGAL ENTITY STRATEGIES C CORPORATION LLC S CORPORATION(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  13. 13. Real Estate(877) 975-0975 www.KeystoneCPA.com (877) 975-0975 (877) 975-0975 (877) 975-0975
  14. 14. Retirement Contributions(877) 975-0975 www.KeystoneCPA.com (877) 975-0975 (877) 975-0975 (877) 975-0975
  15. 15. Tax Free Income for Life(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  16. 16. Planned Giving(877) 975-0975 www.KeystoneCPA.com (877) 975-0975
  17. 17. What Now? Putting the Pieces Together! IN VES TI BU NG SI NE PE SS RS ON A L(877) 975-0975 (877) 975-0975
  18. 18. Free eBooksDownload Your Free eBooks at www.KeystoneCPA.com(877) 975-0975 (877) 975-0975
  19. 19. Kaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com uDirect IRA Services, LLC 2522 Chambers Road, Ste 100 Tustin, CA 92780 5
  20. 20. How to Self-Direct Your Retirement SavingsuDirect IRA Services, LLC is not a fiduciary and does not render tax, legal,accounting, investment, or other professional advice. If tax, legal,accounting, investment, or other similar expert assistance is required, theservices of a competent professional should be sought. 6
  21. 21. Types Of Self-Directed Plans IRAs Qualified Plans Other Plans Traditional 401K/ 457/ 403b Coverdell Health Savings Roth Defined Benefit Account SEP Profit Sharing Simple Individual K Spousal 7
  22. 22. How Do I Self-Direct?1. Complete an application 1. Provide copy of driver’s license 2. Copy of statement2. Fund your account 1. Annual Contribution 2. Transfer 3. Rollover3. Tell us what you want to invest in 8
  23. 23. For More InformationKaaren Hall, PresidentuDirect IRA Services, LLC(866) 538-3539KHall@uDirectIRA.com uDirect IRA Services, LLC 2522 Chambers Road, Ste 100 Tustin, CA 92780 9
  24. 24. DAVID CAMPBELL – professional investor / developer David@HasslefreeCashflowInvesting.com KAAREN HALL – president of uDirect IRA Services KHall@uDirectIRA.com AMANDA HAN, CPA – tax strategist AHan@KeystoneCPA.com 10

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