Tax deductions: I specialize in helping business owners deduct up to $300,000 annually from their income taxes, and instead of paying taxes on that income, redirect the money into their personal qualified retirement account.
My client is paying more than $50,000+ in taxes and wants to find away to instead direct that $50,000+ into his/her own retirement account. These owners want income tax sheltered and tax deferred. Business with a concentration of high earning owners/partner. Owners/partners who are at the max $49,000 contribution into 401profit share and want to contribute more to their qualified retirement savings and let pretax income compound tax deferred.
Business owners, lawyers, doctors, real estate agents, cpas, engineers, consultants. Anyone from plumbers to professional service groups who are paying more than $50,000 in taxes and want a deduction of up to $300,000 in taxes.
Services are nationwide.
Charities
Board Member, National Charity League
Graduate Degrees
MBA: Dartmouth College, The Tuck School
College Degrees
BA: University of California, San Diego,
Speaking/Teaching
Experience
Veritas Prep, Top 20 MBA programs admissions consultant.
