These days, one of the biggest challenges for highly-compensated employees is to keep their federal income tax liabilities to a minimum and to accumulate adequate family wealth. Here are a few advantages my Plan affords any company and its highly compensated employees:

• Provides tax advantaged benefits for ‘key employees’
• Reduces a company’s corporate income tax liability
• Revised compensation package may lower highly-compensated executive’s personal income tax liability
• Some designs require no new corporate outlay Employee participation is 100% voluntary

Short and sweet: What we do is unique to financial planning in that we help create strategies to make your company more efficient.  One of the major strategies that we offer is this tax saving strategy that allows a business owner to take a very substantial tax deduction each year with some exceptional benefits to the owner.  

This Plan may or may not fit your situation but I would like to make you aware of it.  It involves an overlooked part of the IRS tax code that allows for some tremendous tax benefits for business owners while also allowing them to keep a large portion of those deductions for their future.  This Plan is perfectly legal and I can explain it to you and your accountant with the actual IRS tax codes and rules.

If you are paying anything more than $25,000.00 annually in income tax, I would love to discuss this plan with you to see if it fits your current situation.  It will take one initial meeting of no more than 15 to 20 minutes and then a follow up meeting of approximately one hour.  I do not charge a fee for my services and am not aggressively selling you a particular product.  My job is to help you create legitimate tax deductions for your business.  

What makes me different than your accountant is simple.  Your accountant takes the numbers that you give him and he puts those numbers on the correct forms.  I can help you create legal tax deductions and strategies to keep more of your hard earned money for you and the people you care about.

I would welcome the opportunity to discuss this strategy further.  I look forward to hearing from you soon.