El Camino real near Del Mar heights rd, San Diego CA
08 April, 2022
Description
1/10: State income and property tax deductions? Lost? Think again. (Carmel valley)
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El Camino real near Del Mar heights rd
(google map)
free
venue: Office board room
State income and property tax deductions? Lost? Think again.
Shocked by your tax return, get these deductions back.
Guess again, you can retrieve st. Income, and prop. tax ded.
TYPICAL CLIENT ANALYSISp
49,000 in deductions that otherwise wouldn’t exist
20,000 approx taxes saved.
5. Benefits
Client can take tax savings or use funds to pay for legacy insurance benefits, paid for solely by funds that would be paid in taxes.
Legacy benefits can be from 1 MILLION TO 10 MILLION or even more.
6. Benefits
All benefits are asset protected and the legacy benefits are also tax advantaged. Also, can use proprietary premium financing so that the taxes saved only pays interest on the financed premiums pocketing the excess or increasing the legacy to heirs Complex and costly asset protection plans can be avoided as well. Interest payments could be as low as 1200/yr whereas the tax savings produces over 20000 a year in savings. Over the years you are hundreds of thousands ahead and your are HEIRS $millions ahead.
Discussion
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