888-435-6030
info@assetprotectionproducts.com
Wishlist Please, enable Built-in Wishlist.
Log in / Sign in
Login Register

Lost password?

Cart $0.00 0

No products in the cart.

Return To Shop
Shopping cart (0)
Subtotal: $0.00

Checkout

Free shipping over 49$
  • About
  • Financial Ed
    • Financial Literacy Course
    • Bad Advisors Book
    • Peace of Mind Planning Book
    • Retiring Without Risk Book
    • The Home Equity Management Guidebook
    • The Doctor’s Wealth Preservation Guide
  • H.E.A.P.™
  • Medicaid
    • Medicaid Planner Course
    • Medicaid Guidebook
    • Medicaid Planner Course & Medicaid Guidebook
  • Contact
  • Advisor
    • Asset Protection Society – State Rep. + CAPP™ Combo
    • Asset Protection Society – Yearly Membership – CAPP™ Combo
    • Certified Asset Protection Planner™
    • Asset Protection Society – State Rep.
    • Asset Protection Society – Yearly Membership
Twitter Facebook Linkedin
Return to previous page
Home

Tax Planning

A CPA/accountant/EA typically thinks of tax planning as doing a tax return for a client and sending them the bill for the taxes due. Some might recommend a SEP IRA or SIMPLE Plan, but they typically do not deal with real tax planning.

An attorney thinks of tax planning as doing someone’s living trusts so the client can maximize estate tax exemptions.

A financial planner/insurance advisor typically thinks of tax planning as the use of a 401(k) plan.

What our firm does is quite unique. When we deal with tax planning we hit on a number of different topics (many unique) to make sure we are being PROACTIVE not REACTIVE when it comes to tax planning.

Tax planning tools come in many forms:

Correct Corporate Structure, Captive Insurance Companies, FLPs, “Freeze” Partnerships, Retirement Life (a tax free wealth building tool), Roth IRA and 401(k) Plans, Section 79 Plans, Equity Harvesting, 401(k) Plans, New Comparability Profit Sharing Plans, Defined Benefit Plans, 412(e)3 Defined Benefit Plans (and carve out plans), 401(h) Plans, Cash Balance Plans, ESOPs, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Intentionally Defective Grantor Trusts, Long-Term Care Insurance, HSAs, Corporate Structure, Single Premium Life Insurance (with LTC rider), Roth IRA Conversions, etc.

What we want to impress upon potential clients is that if you are not using a firm that knows the above topics and more, YOU ARE NOT receiving the best advice possible.

What does that mean? It means you are paying too much in income taxes and capital gains taxes, and ultimately that your heirs will pay too much in estate taxes upon your death.

Don’t do what everyone else does (the do nothing position), be proactive to protect your money from the IRS and state government. Remember, your number one guaranteed creditor every year is the IRS. Only you, with the help of qualified advisors, have it in your power to protect your money.

Get knowledge about your finances

Preserving your wealth should be a top priority

What is the “best” way to grow your wealth for retirement? Is it through tax-deferred tools like 401(k) plans or IRAs?  Is it by investing in stocks, mutual funds, index funds, cash value life insurance, annuities, bonds, etc.?

Learn More

Shopping Cart

Products

  • H.E.A.P.™, Home Equity Acceleration Plan Book | Paperback

    $24.95

Asset Protection Products

Site by: Innova Cloud Hosting