The 4 Essential Elements:Tax Minimization
Taxes are life’s single biggest expense. Yet, like most expenses, paying taxes is a choice that you make. This is the principle of “The Net” which states, “It’s not what you make, it’s what you keep that matters.” It’s not that you get to choose if you should or should not pay taxes. It is, however, a matter of making Better, Smarter, Safer tax-efficient financial decisions.
The 4x4 Financial Independence Plan
The Smart Tax Minimizer (For Consumer and Home-Based Businesses)
The Smart Tax Plan Planning System for Business Owners
Charitable Trusts & Annuities
Deferred Sales Trusts
Delaware Statutory Trusts
In-Service Alternative Rollovers
Insurance-Long Term Care
Micro-Captive Insurance Companies
Real Estate Rentals (Direct)
Real Estate Rentals (Partnerships & Syndications)
Research & Development Tax Credits (R&D, etc.)
Retirement Plans - Pension & Profit Sharing Plans - The Super(k)
Retirement Plans (Self-Directed) IRA's, 401(k)'s, SEP's, SIMPLE's, Roth's
Self-Directed Brokerage Accounts
The material in this section is designed to help you both grow and maintain your Tax Plan so you can live more independently!
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