What Are Your Plans?
- Trading?
- IBO?
- Own a Business?
- Financial Goals?
- Retirement?
Biz Tax Strategy
Financial Planning Fosters Independence And Freedom
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Trading vs Trader.
Is there something better?
Losses & trading expenses are taken against earned income.
Trade for 4 hours a day, 4 days a week, 60 trades a month
with an average trade hold period of 31 days or less.
Move over $100,000 a month.
Schedule C Saves For Audit
Schedule D, Did I Do That?
Short term capital gains are taxed at your regular tax rate
Short / Long term losses go against Short / Long term gains
You get to take expenses, RIGHT?
ONLY expenses of sale
What Can You Do?
What Do You Need To “Start A Business?”
You need a good faith activity
designed to make a profit.
A Better Way? Maybe
LLC’s MAY provide asset protection, indemnification,
benefits, tax savings & estate planning
LLC’s MAY be your foundation for financial success!
An LLC is an opportunity to invest, save on taxes (more to invest),
and they MAY lead to the life you dream of
MAY = Legal Zoom DOESN’T come with instructions!
Why Do I Keep Saying “May?”
May your 14 year old child drive your car?
They’ll get arrested, wreck, get hurt or worse!
Why?
Because they weren’t trained, taught or “authorized”
You need a guide or counselor
How Much “May” An LLC Help?
How much can you save?
Is 1040 Line 16 or 24 over $2,300?
Is 1040EZ line 10 over $2,300?
You should recover all costs the first year
Year 2 equals “More Money in your Pocket!”
This is a long term, life changing, financial plan
Our competition charges more and gives you less!
Tax savings = $2,500 + (1ST year example)
Diverse business ownership
Reach for your financial goals (?)
Achieve your Retirement goals (?)
Your opportunities are endless
What Might An LLC Writeoff?
Additional retirement savings
Health savings arrangement
Insured living benefits
All of your mileage
Home office
Appearance
Travel
We structure / manage each business & each individual client
specific to their needs, situation, and goals!
How Bookkeeping Saves
Expense tracking / management
Business success strategies
Financial statements
Time savings
Monthly – Quarterly – Annual Services
starting at $300/year
Tax, Business & Financial Planning
WHAT DO YOU REALLY NEED?
Training, tools, resources, & guidance
You need answers to your questions
YOU NEED A GUIDE TO HELP YOU…
ACHIEVE YOUR FINANCIAL GOALS!!!
Learn More About Our Business Solutions!
Book a free consultation with one of our experts today to learn how we can help you grow your business!
How It Works
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Consultation
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Strategize
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Take Action
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