Bill periodically offers educational seminars to CPAs at which they receive CPE credit. For example, Bill presented a seminar to CPAs on The Tax Cuts and Jobs Act of 2017.
Here are some of the unique wealth building/tax saving strategies we offer...
"Cash Balance Pension Plan": If you are a professional or business owner, you can contribute and deduct up to $343,000 per year as of 2020 into a Cash Balance Pension Plan for retirement.
"Distribution Solution": Allows a business owner to save 35% to 40% in taxes on an IRA distribution.
"Business Cost Recovery Strategy": Allows a business owner to recover the cost of any business expense, while building a sizeable retirement savings account that can be withdrawn from tax free.
COST SEGREGATION STUDY: Are you the owner of a commercial property? Office building, industrial, apartments, car dealership and other properties. A Cost Segregation Study on your property will allow you to increase cash flow and save money on taxes. We have done over 20,000 cost segregation studies in the past fifteen years. Call for a free no obligation initial estimate of the tax savings and additional cash flow available to your business.
Our clients save a huge amount of taxes. If you contributed $150,000 to a retirement account, you can save $460,584 in taxes over a 20 year retirement using Title 26, Section 7702 of the U.S. Tax Code.
At The Retirement Advantage MI, Your Safe Money Financial Planning Firm, we help our clients to achieve freedom from excessive taxation and market crashes, gain more control of their money and create financial independence.
A Retirement Advantage, MI designed plan defends you from the enemies of wealth, so you can live the worry free retirement of your dreams.
Safe Money Strategies- Participate in the gains of the stock market but
none of the losses, guaranteed.
401k, 403b, 457, IRA and Pension Rollover Specialists.
401k Profit Sharing and Cash Balance Pension Plan Design, Administration
Tax Free Retirement Income Planning.
Medicare Supplement Insurance Plans, Medicare Advantage Insurance Plans
College funding and financial aid maximization.
My Family Financial Miracle: A new way of thinking to protect and control your money from the eight major financial risks: Market loss, Taxes, Catastrophic illness with long term care, Job loss, Legal, Longevity risk, Premature death and Inflation. Contact me today to receive your free copy of the new book "My Family Financial Miracle".