Wednesday, April 16, 2014

LTN PPP is available














We are pleased to offer a performing LTN Program for Clients with any amount, no limits or minimums. It is presented by a capable European Banker with 30 years experience in the business.

 

Returns are conservative for this type of program, but exceptional compared with other types of investments, and Clients have been very happy. It is a 40 week program and this Group has made every effort to accommodate each Client.

 

All that is necessary to enter at this point is a short-form CIS (any generic will do,  copies front and back of the bond and if there are multiples, of just one and provide the numbers of all.

The Program is rather conservative when compared with other trade programs of this kind, but compared with other investment types, offers a wonderful return of between 15% to 25% per week. It varies from Client to Client and actual returns are only revealed to the Client directly.

Sunday, April 13, 2014

The following summary was an actual case installed by THE APS PROGRAM Specialist.


 
Case study
 
 What benefits can a US. business owner realize with the APS program
 
 
 
 
 
Construction Company


BOULDER CONSTRUCTION, INC.




Company is an S Corporation 100% owned by John Boulder (Age 52)




Revenues = $8 mm, Payroll = $1 mm




Salary and K-1 income to John = $800K




2 Key employees: Johnny (son) and Mike (nephew)




$25K in annual non-deductible business expenses


GOALS




Reduce income taxes (currently pays approximately $360K in taxes on


$800K income)




Defer income (he only needs his current salary from the company to


meet his lifestyle needs)




Wants to reward and motivate Johnny and Mike


FINANCIAL SUMMARY




TOTAL TAX SAVINGS $202K ($450K X MARGINAL FED AND STATE


COMBINED RATE OF 45%)




TOTAL PRE-TAX DEFERRED COMPENSATION SET ASIDE = $390K FOR

BENEFIT OF JOHN, HIS SON AND NEPHEW

Thursday, April 10, 2014

Trucking company case study

THE ADVANCED PLANNING STRATEGIES (APS) PROGRAM










Case study

The following summary was an actual case installed by THE APS PROGRAM Specialist.
Company names and participants have been changed to protect client confidentiality.
Transportation Company

Coast sand and gravel company INC.

• Coast Sand and Gravel, Inc. is a trucking company and supplier of Sand & Gravel
construction materials

• It is affiliated, via ownership, with 11 other companies, five of which (MJ & Associates,
Dawes Financial Corp., Coast Sand & Gravel, Coast Materials, Engel Enterprises)
constitute a controlled group

• Three Companies (Dawes Financial, MJ & CS&G) are to be managed as operating
entities. All are C Corporations, 100% owned and controlled by the Grossman Family

• Taxable income for 2000 was $3,147,350 - Salary and K-1 income to Officers = $1,266,363

• Needed to purchase new trucking companies: $750,000 in deposits and $58,000 per
month on an on-going basis = $1,436,841

• All CSG affiliates have over 200 Employees. A Profit Sharing 401(k) exists

GOALS

• Purchase competing business enterprises (Bud & Sons and CA Bulk Transport) with
Pre-Tax dollars

• Reduce corporate and personal tax bills

• Defer income for retirement

• Reward and motivate key shareholders

• Bring other entities into management structure in the future

Financial summary

• Total tax savings = $1,152,000 ($2.304 MM X marginal Federal and State
combined rate of 50%)

• Total pre-tax  compensation set aside = $2.304 MM

• Pre-tax Dollars set aside for acquisitions of trucks  =
$1,436,830

• Annual pre-tax contribution se aside as split Dollar arrangement
) = $862,000

Wednesday, April 2, 2014

Wells Fargo trade programs available US. Nationals with funds in a savings or checking account at Wells Fargo Bank












Owners of funds do you have your funds in Wells Fargo bank and or are ready willing and able to open an account at Wells Fargo bank? If so we have two programs available 

TWO PING PROGRAMS (no administrative holds required):

1) TEN MILLION ($10,000,000.) MIN – In Wells Fargo checking/savings account within the United States. Three (3) week bullet / twelve (12) trading days. Pays out weekly 50-100%.Trader prefers that Client roll 100% of profits back into trade so that they may convert Client into a forty (40) week trade at the end of the initial cycle. NOTE: Very limited time for Bullet to be available.

2) ONE MILLION ($1,000,000.) MIN – In Wells Fargo checking/savings account within the United States. No bullet, just a simple 4:1 return per month.

1. Contract written on actual monthly return amount.
2. Money remains in clients personal Wells Fargo account.
3. 1 Million min. larger amounts equals better returns.
3. Client can pull funds but if the account is closed the client is out of the program.
4. Everything is done via contract. Account is pinged electronically to check that funds are in the account.
5. As long as the account is not closed out by the client, the client remains in the program with the contract



 Proof of funds documentation in the form of a sanitized bank statement no older than three days old that displays the owner of the funds name and or the owner of the funds company name, account activity with at least 1M USD 's in the account in a PDF format is the first step. 

What benefits can a US. business owner realize from the advance planning strategies (APS) program? Case Study Miracle Kleen, INC.










Case study

Manufacturer

MIRACLE KLEEN, INC.

• Miracle Kleen is comprised of two C-corporations (MK1 and MK 2) which are 100%
owned by the White Family. These entities create, design, market, and distribute
cleaning products all over the world
• Revenues (combined) = $30 mm,
• Qualified Payroll (combined) = $750K, Pre-tax net income (combined) = $7 mm
• Salaries to Jim and Wanda White (Owners) = $800K
• 2 Key Employees: Adam and Brandi

GOALS

• Reduce Tax Bill (currently pays approximately $2.8mm in corporate taxes and additional
45% marginal tax on all distributions)
• Retained earnings balances need to be normalized
• Defer income (they only need their current salary from the company to meet lifestyle
needs)
• Want to reward and motivate Adam and Brandi
Financial summary
• Total annual tax savings = $2,000,000
• Total pre tax amount set aside in selective compensation agreements
for owner's future = $5,035,000
• Retained earnings normalized. Amount left in operating entity equals
working capital needs

The following summary was an actual case installed by THE APS PROGRAM Specialist.
Company names and participants have been changed

Sunday, March 30, 2014

The advance planning strategies (APS) Program


What benefits can a US. business owner realize from the advance planning strategies (APS) program?



CASE STUDY

The following summary was an actual case installed by The APS Program Specialist.
Company names and participants have been changed to protect client confidentiality.








Medical Practice
DR. HAROLD SCHWARTZ, P.C.

• Harold Schwartz, M.D., Age 54, is a Plastic Surgeon with a 20-year Old Practice

• His Practice is a Professional Services Corporation, 100% Owned by Dr. Schwartz

• He Has Four Other Doctors Working for Him as Independent Contractors

• Gross Revenues = $3.8 mm

• Qualified Payroll = $1.01 mm

• Salary and K-1 Income to Dr, Schwartz = $900K

• 1 Key Employee: Son Alex (M.D.)


GOALS

• Reduce His Tax Liability (currently pays approximately $396K in taxes on $900K
income)

• Create a Viable Retirement Plan (he only needs his current salary from the practice to
meet his lifestyle needs)

• Wants to Practice Medicine (instead of being buried in paperwork and bogged down with
administrative responsibilities)


FINANCIAL SUMMARY

• Total tax savings of $190,096 ($434K X marginal Federal and State
combined rate of 44%)

• Total annual key-Man monies set aside - $400K

• In 10 YRS: $400,000 X 10 Years = $4,000,000 @ 7.15% EARNINGS = $5,817,365


Monday, March 17, 2014

Small Cap Trade Program





HOW TO EARN 50% PER MONTH AND HAVE FULL CONTROL OF YOUR FUNDS!

All You Need To Do Is Open A Managed Broker Account And Let The Trade Manager Do The Rest!

 Minimum start up is $10,000 to $15,000 USD and Maximum is $1,000,000 USD
 Investment Historical Income: a minimum investment of $15,000 USD will generate on average $7,500 monthly and up to $90,000 per year. A maximum investment of $1M will generate on average $500,000 monthly and up to $6M per year.
 You can withdraw every month from your account!
 Although there is limit on how much you can start with ($1M) you can let your account compound to earn more for as long as you wish!
Allow Us To Simply Prove To You And Allow You To Get Excited About How Our Performance Is Working!
You will need to setup an account with TD Ameritrade and the account will need to be setup for option trading


The program is available to US. and Non US. nationals that have a US. address