4 Secrets Successful Business Owners & Professionals Use to Reduce Taxes and Create Wealth

1. 4 Secrets Successful Business Owners & Professionals Use to Reduce Taxes and Create Wealth Presented By: Ken Shapero, LUTCF Vice President CJA and Associates

5. Secret #1 Employer 25% 75% Employees Most companies tend to have employee benefit plans!!!

6. Secret #1 5% 95% Employer Employees Smart Employers offer Employer Benefit Plans in which the owner/owners receive 80% to 95% of the total contributions.

12. Secret #3 If you could set up a private plan that guarantees you will have a pool of money to draw upon in post-retirement and it would be tax-deductible , tax-deferred , creditor protected and more importantly provide tax free reimbursements for almost any medical expense, would you be interested?

13. Example Total Contribution: $523,580 Husband and Wife, age 62 NRA 65 1 other employee ineligibile due to service $727,500 52.95% $277,223 Owner #2 $646,500 47.05% $246,357 Owner #1 Plan Account Value @ NRA % Of First Year Contribution First Year Contribution Name

17. Secret #4 The purpose of creating your own insurance company is primarily to insure or reinsure the risks of the owner.

21. Typical Captive Structure Shareholders Shareholders Parent Company Parent Company Premiums Claims

26. Thank You! For Additional Information Contact: Kenneth Akiva Shapero LUTCF 954-775-5514 [email_address]