Advanced Preservation Inc.

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Advanced Tax Planning

Learn How to Cut Your Taxes Like a Popular Presidential Candidate

Little known but perfectly legal tax strategies for business owners

A recent WSJ article outlined how GOP Presidential Candidate Jeb Bush used a little known but perfectly legal tax-shelter defined benefit plan to reduce his taxes as he saved money for retirement.

The WSJ article states…”The strategy has allowed Mr. Bush to defer paying hundreds of thousands of dollars in income taxes since he established the plan in 2007 and rapidly build up a large retirement-plan balance.”

The WSJ then goes on to explain how this tax strategy resembles the defined benefit program of many large companies and how it can be used as a tax strategy for small business owners or self-employed professionals.

The strategy used by Mr. Bush follows the rules for traditional pension plans by allowing employers to contribute much greater tax-deductible sums than current 401(k) and SEP limits. In 2013, it reports Mr. Bush contributed $254,000 in tax deductible contributions to his pension and profit sharing plans.

At Advanced Wealth Preservation, we and our pension experts specialize in helping small and mid-size business owners and professionals evaluate their current retirement tax-savings plans and show them how they can decrease income taxes while putting more money away each year for their retirement.

If you want to learn more, contact us today for a free analysis. After all, according to the WSJ, you don’t have to be a GOP nominee with the last name of a prominent Presidential family to qualify for these “little known but perfectly legal tax strategies”.

Call: (908) 444-4599

How Can We Help?

Business Owners

  • Advanced Tax Free Savings Plans
  • Advanced Sale and Succession Strategies
  • Advanced Risk Protection
  • Advanced Premium Financing
  • Advanced Mezzanine Financing
  • Advanced Business Coaching
  • Advanced Tax Planning
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Call: (908) 444-4599

Advanced Wealth Preservation Inc.
7 Farmstead Rd.
Short Hills, NJ 07078

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Copyright Advanced Preservation Inc. [READ DISCLOSURE]
Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com.

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