You can watch the FREE video of this presentation on our website: http://www.hasslefreecashflowinvesting.com/video/ira-tax-videos/taxmaggedon-what-you-need-to-do-today-to-protect-yourself-from-tomorrows-taxes/ Did you know Americans pay more in taxes than they pay for food, clothing, and shelter combined? If you think you already pay too much in taxes, you haven't seen anything yet! Here are some of the tax changes coming in 2013. 1. Income tax rates are going up 2. Taxes on married couples are going up 3. Estate taxes are going up 4. Capital gains rates are going up 5. Tax forgiveness on the income from short sales and foreclosures is going away 6. Tax rates for dividends are going up 7. Payroll taxes are going up 8. New tax on wages for "health insurance" 9. New tax on investment income 10. Higher thresholds for deductability of medical expenses The first step to understand the threat to your wealth. The second step is to develop a strategy to protect yourself from the threat. During this FREE 60 minute webinar with: David Campbell, professional real estate investor Matt McFarland, CPA and Amanda Han, CPA of Keystone CPA Kaaren Hall, president of uDirect IRA You will learn: New tax changes Tax savings strategies for savvy business owners and high income earners Essential tax saving financial strategies for real estate investors One proven tax strategy to help you avoid taxes permanently And much more!

2. Begin with end in mind
RELATIONSHIPS
IDEAS
OPPORTUNITIES
NOT a sales pitch
NOT investment, legal, or tax advice
1

3. DAVID CAMPBELL – professional investor / developer
www.HasslefreeCashflowInvesting.com
KAAREN HALL – president of uDirect IRA Services
www.uDirectIRA.com
AMANDA HAN, CPA – tax strategist
www.KeystoneCPA.com 2

4. David Campbell - Founder
Hassle-Free Cashflow Investing
Former high school band director
Self-made multi-millionaire
Real estate investor / developer / broker / manager
Financial educator / author / speaker
Faculty Member: Investor Summit at Sea
with Robert and Kim Kiyosaki
www.HasslefreeCashflowInvesting.com
David@HassleFreeCashflowInvesting.com
3

5. Road Map
Assessment of goals
Assessment of resources
Strategy
Tactics
Implementation
4

6. How Much Do We Lose to Taxes?
The average American spends more
money in taxes than they do in food,
clothing, and shelter combined.
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

7. Tax Rates
Taxes 2012 2013
Federal Income Tax 35% 39.6%
State Income Tax 10% 10%
Payroll Tax 15% 15%
Capital Gains Tax 15% 20%
Estate Taxes 35% 55%
New Taxes ??
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

8. New Taxes
Unearned Income Medicare Contributions
Tax
….Wow, that’s a mouthful!
-Brand New Tax = Another 3.8%
-Effects Taxpayers with Income over $200,000 / $250,000
-Imposed on Net Investment Income
a. Interest
b. Dividends
c. Royalties
d. Rents
e. Income from Passive Activities
f. Gain on Sale of Certain Assets
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

9. More New Taxes
Hospital Insurance Tax
….Another Innovative Brand New Concept
-Brand New Tax = Yet Another 0.9%
-Effects Taxpayers with Earned Income over $200,000 /
$250,000
-Imposed on Earned Income in Excess of Above Thresholds
a. W-2
b. Income from Sole Proprietorship (Sch. C)
c. Self-Employment Income
d. ALL Actively Earned Income
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

10. Where Does Your Money Go?
Uncle Sam
Investor Tax
Payroll Man
State Taxes
$500,000 $199,000
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

11. Investment Strategies
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

12. Income Shifting
Dell
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975
(877) 975-0975
(877) 975-0975

13. LEGAL ENTITY STRATEGIES
C CORPORATION LLC
S CORPORATION
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

14. Real Estate
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975
(877) 975-0975
(877) 975-0975

15. Retirement Contributions
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975
(877) 975-0975
(877) 975-0975

16. Tax Free Income for Life
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

17. Planned Giving
(877) 975-0975 www.KeystoneCPA.com
(877) 975-0975

18. What Now?
Putting the Pieces Together!
IN
VES
TI
BU NG
SI
NE
PE SS
RS
ON
A L
(877) 975-0975 (877) 975-0975

19. Free eBooks
Download Your Free eBooks at www.KeystoneCPA.com
(877) 975-0975 (877) 975-0975

20. Kaaren Hall, President
uDirect IRA Services, LLC
(866) 538-3539
KHall@uDirectIRA.com
uDirect IRA Services, LLC
2522 Chambers Road, Ste 100
Tustin, CA 92780
5

21. How to Self-Direct Your Retirement Savings
uDirect IRA Services, LLC is not a fiduciary and does not render tax, legal,
accounting, investment, or other professional advice. If tax, legal,
accounting, investment, or other similar expert assistance is required, the
services of a competent professional should be sought.
6

22. Types Of Self-Directed Plans
IRAs Qualified Plans Other Plans
Traditional 401K/ 457/ 403b Coverdell
Health Savings
Roth Defined Benefit
Account
SEP Profit Sharing
Simple Individual K
Spousal
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23. How Do I Self-Direct?
1. Complete an application
1. Provide copy of driver’s license
2. Copy of statement
2. Fund your account
1. Annual Contribution
2. Transfer
3. Rollover
3. Tell us what you want to invest in
8

24. For More Information
Kaaren Hall, President
uDirect IRA Services, LLC
(866) 538-3539
KHall@uDirectIRA.com
uDirect IRA Services, LLC
2522 Chambers Road, Ste 100
Tustin, CA 92780
9

25. DAVID CAMPBELL – professional investor / developer
David@HasslefreeCashflowInvesting.com
KAAREN HALL – president of uDirect IRA Services
KHall@uDirectIRA.com
AMANDA HAN, CPA – tax strategist
AHan@KeystoneCPA.com 10