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THE SUPER QUALIFIED PLAN: A MAJOR TAX STRATEGY FOR SUCCESSFUL BUSINESS OWNERS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

Become a superstar for your business clients. Successful business owners need all the tax breaks they can get. Unfortunately, over the past several years there have become fewer and fewer available to them. A great solution is to show them how they can increase the amount they save in their tax advantage retirement accounts from 4 to 20 times current levels. You will be their hero for bringing this solution to them.   

Learning Objectives

  • How to drastically increase current tax savings for you business clients.

  • Help your business clients put their tax deferred retirement savings into overdrive by increasing the amount they currently contribute by 4 to 20 times.

  • Help you bolster your business clients' allegiance to you as their cutting edge go to tax professional.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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John is a nationally recognized Financial Educator, Speaker and Author, whom you may have seen as a guest many times on financial shows such as CNBC’s Squawk Box and Power Lunch. You may have also heard him as the premier financial guest on KHOW 630AM’s daily show, The Troubleshooter with Tom Martino. Goodhue has recently Co-authored his second book on advanced strategies to reduce income taxes and eliminate estate taxes. He is the creator of the Smiling Through Retirement™ Process and has been interviewed by Kevin Harrington, original Shark on the multi EMMY® Award winning TV series, Shark Tank, and by James Malinchak, featured on ABC TV’s Hit Series, Secret Millionaire. They also interviewed such notables as Country Music star Martina McBride and renowned economist Roger Ibbotson.

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Brian Gray earned a finance degree from California State University, Fullerton in 1995 and spent 24 years in the commercial lending arena prior to embarking on his quest to help people properly plan and live happy, full retirements. His motivation to enter this profession was a result of two events in his life. The first was watching his father return to work after his investments dropped more than 50 percent during the tech downfall of 2000 was an eye opening experience. His father retired early at the age of 55 late in 1999 and was living on his assets as he was waiting until age 62 to take Social Security to replace the income from his job. Brian watched his father forced to reenter the workforce at age 58 with a lower position because his assets had dropped to a point that wouldn’t support his lifestyle for his and his mother’s life expectancies. His father then re-retired at age 62 in 2006 after the market recovered. The second event occurred just a year later the market experienced another 50 percent pullback from October 2007 to March of 2009. These two events shaped his beliefs that there had to be a better way to invest with lower risk to grow and maintain a person’s assets for retirement.

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In 2006, Zak began his career at a small actuarial firm in the Cleveland, OH area. It was there that he learned the many tax benefits of qualified retirement plans. He began to design plans by 2008, and now specializes in not only designing new plans, but altering current plan designs to be more effective and efficient. Zak is an Enrolled Actuary through the Joint Board for the Enrollment of Actuaries, a Member of the American Academy of Actuaries, a Member of the Society of Pension Actuaries as well as a Qualified Pension Administrator and Qualified 401(k) Administrator through the American Society of Pension Professionals and Actuaries.

About Our Presenter

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We Know That There’s More to You Than Just Your Money. We also know that to live all your life for the rest of your life requires that you have Peace of Mind about your money. Using our Defensive Private Wealth Management Program, we actively defend your assets against inevitable future market meltdowns, inflation, and taxes while obtaining excellent returns with low risk and low volatility. With money worries aside, we can work with you to develop an effective and dependable tailor made life plan centered around all the other aspects of who you really are.