YOUR TAX MOGUL IN FINANCIAL SERVICES
The Queen Of Loopholes
- EXPERT, PROFESSIONAL SERVICES
- PERSONAL TAXES
- BUSINESS TAXES
- CORPORATE & NON-PROFIT TAXES
- SALES & FRANCHISE TAXES
- AUDIT & APPEALS
FINANCIAL PLANNING WITH LIFE INSURANCE
“Death & Taxes… We Have Plans For Both.”
- ANNUITIES
- INDEXED UNIVERSAL LIFE (IUL)
- LIVING BENEFITS
- TERM
- FINAL EXPENSE
- BUILD RETIREMENT FOUNDATION
BUSINESS START UP, PURCHASES & SALES
“Get Comfortable Being Uncomfortable.”
- ADDING ENTREPRENEURS
- TRAINING
- NAME RESERVATIONS
- EMPLOYER IDENTIFICATION NUMBER
- STARTUP / FOUNDATION DOCUMENTATION
- GRANTS
