Training Wheels Linked In Jim Jones Jan 2010EntrustMass
A comprehensive view of the flexibility available when you take control of your financial future with a Truly Self Directed IRA. If you are interested in learning about true alternative investment options like real estate, notes, precious metals, joint ventures and how to utilize the IRA LLC to manage your real estate investments, then you won’t want to miss this event! Learn how you can invest in single family, multi family, buy at auction and realize any gain in a tax deferred or tax free environment.
Investing In Real Estate And Other Alternative To Grow Your Retirementryankimura
This is an introduction to self-directed IRAs and how they can be used to invest in alternative assets like Real Estate, Notes, Precious Metals, Oil & Gas, Entities, and a whole lot more.
Helping You Avoid IRA Distribution Mistakesfreddysaamy
http://ekinsurance.com/financial/what-are-ira-distributions/
You own two pots of money: The money that has already been taxed (let's call it "regular money") and the money that has not been taxed (let's call this "retirement money" such as IRA, 401k, 403b, etc.).
A presentation on Stretch IRAs and Stretch IRA Trusts to assist advisors with helping the client with IRAs and 401k. Go to www.wilseylaw.com for more information
Training Wheels Linked In Jim Jones Jan 2010EntrustMass
A comprehensive view of the flexibility available when you take control of your financial future with a Truly Self Directed IRA. If you are interested in learning about true alternative investment options like real estate, notes, precious metals, joint ventures and how to utilize the IRA LLC to manage your real estate investments, then you won’t want to miss this event! Learn how you can invest in single family, multi family, buy at auction and realize any gain in a tax deferred or tax free environment.
Investing In Real Estate And Other Alternative To Grow Your Retirementryankimura
This is an introduction to self-directed IRAs and how they can be used to invest in alternative assets like Real Estate, Notes, Precious Metals, Oil & Gas, Entities, and a whole lot more.
Helping You Avoid IRA Distribution Mistakesfreddysaamy
http://ekinsurance.com/financial/what-are-ira-distributions/
You own two pots of money: The money that has already been taxed (let's call it "regular money") and the money that has not been taxed (let's call this "retirement money" such as IRA, 401k, 403b, etc.).
A presentation on Stretch IRAs and Stretch IRA Trusts to assist advisors with helping the client with IRAs and 401k. Go to www.wilseylaw.com for more information
Opportunities & Pitfallsfor InheritingIRA, 401k & Roth-IRA:Sonoma County B...Harry Rubins
Harry Rubins, Financial Consultant with Foothill
Securities and Rubins Financial Strategies spoke to Sonoma County Bar Association, Trusts and Estates Section 1/11/12. "Opportunities and Pitfalls:IRA, 401k, Roth IRA" for participants and beneficiaries. Please visit http://rubins401k.co25
Opportunities and Pitfalls:IRA, 401k, Roth IRA: Society of California Account...Harry Rubins
Harry Rubins, Financial Consultant with Foothill
Securities and Rubins Financial Strategies spoke to the Society of California Accountants North Bay Chapter 1/11/12. "Opportunities and Pitfalls:IRA, 401k, Roth IRA" for participants and beneficiaries. Please visit http://rubins401k.com/
In this presentation I discuss a strategy for protection significant IRA wealth. This strategy and more is available to my clients. Audio will soon be added.
This is a slideshow on the benefits to your family of establishing a "Stretch" IRA. This slideshow also illustrates that the only realistic way to make sure a Stretch actually occurs is through a Stretch IRA Trust.
A RETIREMENT PLANNING MINI-CASE / TUTORIALOUTLET DOT COMalbert0256
A RETIREMENT PLANNING MINI-CASE
Peter and Ann Mayfield, both age 52, recently sought your help in planning their financial future. Peter is the
Anytown, Anystate, city manager. His wife is active in many civic organizations but not employed outside of
the home. They live at 123 Maple Street, in Anytown. They have been married for slightly more than 25
years.
Opportunities & Pitfallsfor InheritingIRA, 401k & Roth-IRA:Sonoma County B...Harry Rubins
Harry Rubins, Financial Consultant with Foothill
Securities and Rubins Financial Strategies spoke to Sonoma County Bar Association, Trusts and Estates Section 1/11/12. "Opportunities and Pitfalls:IRA, 401k, Roth IRA" for participants and beneficiaries. Please visit http://rubins401k.co25
Opportunities and Pitfalls:IRA, 401k, Roth IRA: Society of California Account...Harry Rubins
Harry Rubins, Financial Consultant with Foothill
Securities and Rubins Financial Strategies spoke to the Society of California Accountants North Bay Chapter 1/11/12. "Opportunities and Pitfalls:IRA, 401k, Roth IRA" for participants and beneficiaries. Please visit http://rubins401k.com/
In this presentation I discuss a strategy for protection significant IRA wealth. This strategy and more is available to my clients. Audio will soon be added.
This is a slideshow on the benefits to your family of establishing a "Stretch" IRA. This slideshow also illustrates that the only realistic way to make sure a Stretch actually occurs is through a Stretch IRA Trust.
A RETIREMENT PLANNING MINI-CASE / TUTORIALOUTLET DOT COMalbert0256
A RETIREMENT PLANNING MINI-CASE
Peter and Ann Mayfield, both age 52, recently sought your help in planning their financial future. Peter is the
Anytown, Anystate, city manager. His wife is active in many civic organizations but not employed outside of
the home. They live at 123 Maple Street, in Anytown. They have been married for slightly more than 25
years.
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Lending & Borrowering Out of Your IRAryankimura
This presentation talks about creating notes with your IRA. It shows you how a century old investment strategy can get you double digits returns with the safety and security of a tangible asset to collateralize the note. This is how Banks make money and you can too with your IRA.
Why is real estate is the most popular investment in a self-directed IRA? The simple answer ... the endless options and a never-ending supply of assets.
Free ebook for you –– Real Estate IRAs Made Easy ––http://info.advantaira.com/real-estate-iras-made-easy
In this presentation, you will learn about self-directed real estate IRAs, the many types of property investment assets, how to buy real estate with your IRA using a self-directed plan, prohibited transactions to avoid, and much more great guidance. Advanta's goal is to educate and empower you to invest in what you know best.
Mini fund overview for investors - BetterCapital Real Estate FundBobby Sharma
A Better Way to Invest
Diversifying your portfolio to include real estate investments can be complex, time consuming and capital intensive. We designed Avestor from ground up to solve investor pain points and make it simple to build out a real estate portfolio.
Corporate Taxation – MBA 7295 Business Structure Ass.docxvanesaburnand
Corporate Taxation – MBA 7295
Business Structure Assessment Presentation
Happy Feet
By:
2
C-Corporation
Happy Feet C Corp was decided to be a closely held; separately taxable entity from Holly and Angela’s taxable income. Taxes are paid at the corporate level. Assets such as Holly & Angela’s homes are protected.
Happy Feet needed the legal ability to raise capital via the sale of stock in the beginning. Shareholders can easily transfer the ownership by selling their stock. Individual owner’s liability is limited to the value of stock they are holding in the corporation.
Tax on corporate income is paid first at the corporate level and again at the individual level on dividends.
3
Reasons for selecting a C-Corp
with Happy Feet
Corporations have two main advantages. They provide the greatest shield from individual liability and are able to raise capital while transferring stock to shareholders. Corporations are subject to federal income tax so distributing earnings will help to reduce your tax impact through employer pension plans.
4
Business Ownership C-Corporation
Holly and Angela Forge
Happy Feet Corporation
5
2010 Holly and Angela take their inheritance money and invest it in an invention they purchased the patent for. The company is registered in Delaware. Holly invests $5 million cash, and Angela invests $20 million. Of that $20million, used $500k for legal processes to purchase the patent.
IRC 351 applies as the company is held by more than 80%.
2011- Sales are slow, and manufacturing costs are high. Consultants hired to streamline processes to decrease costs and market more efficiently. IRC-172 Happy Feet has decided to carry forward their Net operating loss deduction.
2012 Happy Feet partners with Lori Grenier from ABC’s Shark Tank to mass produce and market invention. IRC 267 takes a place on the tax forms.
2013 Happy Feet is on an upswing with revenue recognition, but IRC 267 applies as we have a 3rd partner as a shareholder.
Happy Feet Incorporated
6
A tax preparer (our CFO) will be required sign off to complete the filing of
Happy Feet’s 2014 tax return.
Happy Feet Incorporated Balance Sheet
7(Millions of Dollars)12/31/201212/31/201312/31/20142012-2013 Change2013- 2014 ChangeAssetsCash and Equivalents10,049.0010,341.009,088.00-961.001,253.00Short-Term Investments1,167.003,161.006,124.004,957.00-2,963.00Total Cash & Short Term Inv.11,216.0013,502.0015,212.003,996.00-1,710.00Accounts Receivable5,409.005,314.006,170.00761.00-856.00Other Receivables384.00294.00376.00-8.00-82.00Total Receivables5,793.005,608.006,546.00753.00-938.00Inventory32,240.0037,751.0042,912.0010,672.00-5,161.00Finance Division Loans and Leases, Current476.00364.00344.00-132.0020.00Deferred Tax Assets, Current29.0028.0014.00-15.0014.00Other Current Assets56.0056.0046.00-10.0010.00Total Current Assets49,810.0057,309.0065,074.0015,264.00-7,765.00Gross Property Plant and Equipment23.
Transitional Property Investments (TPI) is a limited liability corporation (LLC) with decades of combined business and construction experience as well as investment property ownership and management. TPI seeks to provide high value, high quality, cost effective living and working environments across the communities in which we live and work while assuring profitability and sustainability for our lenders. TPI utilizes funds from our private lender network to locate, purchase and improve residential and commercial properties. Unlike traditional “flippers”, we prefer to hold and lease these properties to qualified businesses and/or individuals. With this strategy our lenders enjoy a higher, sustained return on investment for longer periods of time.
We pay a high simple interest premium to have funds readily accessible.
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Taurus Zodiac Sign_ Personality Traits and Sign Dates.pptxmy Pandit
Explore the world of the Taurus zodiac sign. Learn about their stability, determination, and appreciation for beauty. Discover how Taureans' grounded nature and hardworking mindset define their unique personality.
Putting the SPARK into Virtual Training.pptxCynthia Clay
This 60-minute webinar, sponsored by Adobe, was delivered for the Training Mag Network. It explored the five elements of SPARK: Storytelling, Purpose, Action, Relationships, and Kudos. Knowing how to tell a well-structured story is key to building long-term memory. Stating a clear purpose that doesn't take away from the discovery learning process is critical. Ensuring that people move from theory to practical application is imperative. Creating strong social learning is the key to commitment and engagement. Validating and affirming participants' comments is the way to create a positive learning environment.
Business Valuation Principles for EntrepreneursBen Wann
This insightful presentation is designed to equip entrepreneurs with the essential knowledge and tools needed to accurately value their businesses. Understanding business valuation is crucial for making informed decisions, whether you're seeking investment, planning to sell, or simply want to gauge your company's worth.
Accpac to QuickBooks Conversion Navigating the Transition with Online Account...PaulBryant58
This article provides a comprehensive guide on how to
effectively manage the convert Accpac to QuickBooks , with a particular focus on utilizing online accounting services to streamline the process.
3.0 Project 2_ Developing My Brand Identity Kit.pptxtanyjahb
A personal brand exploration presentation summarizes an individual's unique qualities and goals, covering strengths, values, passions, and target audience. It helps individuals understand what makes them stand out, their desired image, and how they aim to achieve it.
"𝑩𝑬𝑮𝑼𝑵 𝑾𝑰𝑻𝑯 𝑻𝑱 𝑰𝑺 𝑯𝑨𝑳𝑭 𝑫𝑶𝑵𝑬"
𝐓𝐉 𝐂𝐨𝐦𝐬 (𝐓𝐉 𝐂𝐨𝐦𝐦𝐮𝐧𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬) is a professional event agency that includes experts in the event-organizing market in Vietnam, Korea, and ASEAN countries. We provide unlimited types of events from Music concerts, Fan meetings, and Culture festivals to Corporate events, Internal company events, Golf tournaments, MICE events, and Exhibitions.
𝐓𝐉 𝐂𝐨𝐦𝐬 provides unlimited package services including such as Event organizing, Event planning, Event production, Manpower, PR marketing, Design 2D/3D, VIP protocols, Interpreter agency, etc.
Sports events - Golf competitions/billiards competitions/company sports events: dynamic and challenging
⭐ 𝐅𝐞𝐚𝐭𝐮𝐫𝐞𝐝 𝐩𝐫𝐨𝐣𝐞𝐜𝐭𝐬:
➢ 2024 BAEKHYUN [Lonsdaleite] IN HO CHI MINH
➢ SUPER JUNIOR-L.S.S. THE SHOW : Th3ee Guys in HO CHI MINH
➢FreenBecky 1st Fan Meeting in Vietnam
➢CHILDREN ART EXHIBITION 2024: BEYOND BARRIERS
➢ WOW K-Music Festival 2023
➢ Winner [CROSS] Tour in HCM
➢ Super Show 9 in HCM with Super Junior
➢ HCMC - Gyeongsangbuk-do Culture and Tourism Festival
➢ Korean Vietnam Partnership - Fair with LG
➢ Korean President visits Samsung Electronics R&D Center
➢ Vietnam Food Expo with Lotte Wellfood
"𝐄𝐯𝐞𝐫𝐲 𝐞𝐯𝐞𝐧𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐨𝐫𝐲, 𝐚 𝐬𝐩𝐞𝐜𝐢𝐚𝐥 𝐣𝐨𝐮𝐫𝐧𝐞𝐲. 𝐖𝐞 𝐚𝐥𝐰𝐚𝐲𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞 𝐭𝐡𝐚𝐭 𝐬𝐡𝐨𝐫𝐭𝐥𝐲 𝐲𝐨𝐮 𝐰𝐢𝐥𝐥 𝐛𝐞 𝐚 𝐩𝐚𝐫𝐭 𝐨𝐟 𝐨𝐮𝐫 𝐬𝐭𝐨𝐫𝐢𝐞𝐬."
RMD24 | Debunking the non-endemic revenue myth Marvin Vacquier Droop | First ...BBPMedia1
Marvin neemt je in deze presentatie mee in de voordelen van non-endemic advertising op retail media netwerken. Hij brengt ook de uitdagingen in beeld die de markt op dit moment heeft op het gebied van retail media voor niet-leveranciers.
Retail media wordt gezien als het nieuwe advertising-medium en ook mediabureaus richten massaal retail media-afdelingen op. Merken die niet in de betreffende winkel liggen staan ook nog niet in de rij om op de retail media netwerken te adverteren. Marvin belicht de uitdagingen die er zijn om echt aansluiting te vinden op die markt van non-endemic advertising.
Remote sensing and monitoring are changing the mining industry for the better. These are providing innovative solutions to long-standing challenges. Those related to exploration, extraction, and overall environmental management by mining technology companies Odisha. These technologies make use of satellite imaging, aerial photography and sensors to collect data that might be inaccessible or from hazardous locations. With the use of this technology, mining operations are becoming increasingly efficient. Let us gain more insight into the key aspects associated with remote sensing and monitoring when it comes to mining.
Personal Brand Statement:
As an Army veteran dedicated to lifelong learning, I bring a disciplined, strategic mindset to my pursuits. I am constantly expanding my knowledge to innovate and lead effectively. My journey is driven by a commitment to excellence, and to make a meaningful impact in the world.
Attending a job Interview for B1 and B2 Englsih learnersErika906060
It is a sample of an interview for a business english class for pre-intermediate and intermediate english students with emphasis on the speking ability.
Discover the innovative and creative projects that highlight my journey throu...dylandmeas
Discover the innovative and creative projects that highlight my journey through Full Sail University. Below, you’ll find a collection of my work showcasing my skills and expertise in digital marketing, event planning, and media production.
Improving profitability for small businessBen Wann
In this comprehensive presentation, we will explore strategies and practical tips for enhancing profitability in small businesses. Tailored to meet the unique challenges faced by small enterprises, this session covers various aspects that directly impact the bottom line. Attendees will learn how to optimize operational efficiency, manage expenses, and increase revenue through innovative marketing and customer engagement techniques.
What is the TDS Return Filing Due Date for FY 2024-25.pdfseoforlegalpillers
It is crucial for the taxpayers to understand about the TDS Return Filing Due Date, so that they can fulfill your TDS obligations efficiently. Taxpayers can avoid penalties by sticking to the deadlines and by accurate filing of TDS. Timely filing of TDS will make sure about the availability of tax credits. You can also seek the professional guidance of experts like Legal Pillers for timely filing of the TDS Return.
4. Our Mission: Choice + Tax Savings = Wealth Arm the taxpayer with the full breadth of tax deferred investment choices , Educate them so they may seize the best opportunities, Simplify the administration process To minimize taxes and increase personal wealth
5. The “Boomers” are Not Saving Boomers have $35,000 in median total household personal retirement savings. 40% not willing to cut back spending to save for retirement 50% of workers draw out their 401K when they leave their employer
6. Those That Are Saving Have Limited Choice The average employer 401K plan has less than eight investment choices CHOICE
7. ...And They are Investing without Knowledge “ Less than one-fifth of investors surveyed are truly literate about financial matters specifically related to investing” Investor Protection Trust Survey Conducted by Princeton Research Assoc.
8. The Result? Working Retirees 69% of Boomers will rely on working at least part-time for income in retirement.
9. The Solution Has been available for 32 Years! Traditional IRA Roth IRA Simple IRA SEP IRA Individual 401(k) $5-6,000 $5-6,000 $10-12.5,000 $46,000 $46,000 No earning limit for contribution, Just deduction AGI <$160,000 + Employer Match up to 3% 25% of Earned income to max All pd by Employer 100% of earned income For 1 st $15,500-20,500 deferral, rest at 25% of earned income Contribution Limits Rules
10. Tax Deferred Investing = Higher Returns $200 $600 $400 $1,000 $800 $200 $600 $400 $1,000 $800 $200 $600 $400 $1,000 $800 2% Return 6% Return 10% Return ($ in 000,s) Assumes that the savers start with $100,000 at age 40, add $4,000 per year, and stop contributing at 65 years old IRA Saver non-IRA Saver
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12. Diversity Lies in Multiple Investments Diversity within the Stock Mkt Self-Directed Diversity
14. The Facts: According to the IRS “ IRA law does not prohibit investing in real estate but trustees are not required to offer real estate as an option” http://www.irs.gov/retirement/article/0,,id=111413,00.html#invest
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19. Our Clients Invest in What They Know Real Estate Notes LLCs Public Stock Private Stock
31. Rental Real Estate: Seeking Cash Flow Property: Duplex Rental Price: $150,000 Rental/Side: $850.00 Loan Amount: $90,000 IRA Downpayment: $60,000 Loan Terms: Non-Recourse 10 year Balloon @7.5%
32. Rental Real Estate: Seeking Cash Flow 10 year income return $95,302 * grow at 3% per year $ 7,349 Gross Income $ 13,051 Total Expenses $ 1,500* $ 125 Maintenance $ 1,500* Insurance $ 2,500* Taxes $ 7,551 $ 629 Mortgage Expenses $20,400 * $1,700 Rental Income Yearly Monthly
33. Rental Real Estate: Seeking Cash Flow Property Sale: $200,000 Loan Balance: - $78,000 Sale Proceeds: $122,000 - $60,000 $62,000* 10 year Rental Proceeds $95,000* $ 157,000* Pre UBIT Return Unrelated Debt Financed Income (UDFI) is calculated on the Leveraged Portion of the gain, annually for the net rental receipts, as well as for the proceeds on sale. The IRA pays the Tax. *
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36. Three Steps to Go! 1) Fill out the application 2) Select Method to Fund 3) Start Investing
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38. Entrust Administration Services, Inc. (407) 367-3472 www.Entrustfl.com Glen Mather, President Jason DeBono, Business Development Paul Hugens, Business Development
Editor's Notes
1) Housekeeping – Survey & complete contact information & how many have come to an Entrust presentation? 2) Each give Brief Introductions and get a sense of your level of understanding and interest type – This is a beginner's class How many have IRA or other Retirement Account? How many think they have little or no knowledge of Self-Directed IRA plans? --- How many have checking account/savings account? Do you know why you don’t have an SD IRA 3) Because this is a beginning class I need to go through the basic material quickly and unrelated or too advanced questions I will need to have you put on hold until after the class or come to our Advanced course. If I am going too fast – stop me or ask me to slow down. We have a diverse group. 4) This is a fast pace and I encourage attendee participation – so get ready to interact offer responses. 5) Bio Background Mrtg & RE Broker AZ CA 8 years private investor Tax Liens Discounted Notes, Trust Deeds, Private Placement ( Technologist former live) Commodities, Foreclosures/RE Entrust Group I came to Entrust researching niche markets to target as a RE Broker in a slow market Liked the opportunity as Dir. Of Business Dev. Joined My role is to: Build Educational Curriculum Build network of resources and professional relationships our clients can avail themselves of My first IRA was with a Schwab I traded Indexes lost all the money within month. I am a broker who wanted to get closer to the money – where the money is and learn as much as possible about it! My retirement goal is to have 250K annual income from my retirement savings – that is my lifestyle expectation. I have continually do the numbers to wake up to the reality of what needs to be done and what resources, intelligent2 and industriousness I have to call on and to gauge the reality of my game plan… wake myself up to this fact and act accordingly if I am going to accomplish it.